List Proposals
list_proposalsLists company proposals (priced offers sent or being written for a client) with client, value in currency units, status and creation date, most recent first, or reads one proposal's full content by its id. Filters by status (accepted proposals are the ones that can become invoices) or by client. Workshop proposals are listed with their stage; older quotes made before the workshop are marked legacy: true and are read-only. Covers priced offers only: not unpriced sales opportunities and not expected cash. Answers questions like "what proposals are out?", "what has been accepted?" or "what did we quote this client?".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Return this one proposal in full under `proposal`, by the id an earlier list result gave. The other arguments are then ignored. | |
| limit | No | Max results (1-50, default 20) | |
| status | No | Filter by status, as each row reports it. | |
| clientId | No | Only proposals for this client, by clientId. Older quotes carry no client id, so they are left out. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| proposal | No | Set when id is given | |
| proposals | No |