Create a proposal
bidsketch_create_proposalWRITE: create a proposal for a client, optionally from a template (template_id from bidsketch_list_templates, which copies its sections and fees). The proposal is created as a draft; this tool does not send anything to the client. Some plans cap the number of proposals (HTTP 426). POST /proposals.json or POST /templates/{id}/proposals.json.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tax | No | Tax as a decimal fraction (0.1 = 10%). | |
| name | Yes | Proposal name. | |
| tax2 | No | Secondary tax as a decimal fraction (0.1 = 10%). | |
| currency | No | ISO currency code, e.g. USD. | |
| discount | No | Discount as a decimal fraction (0.1 = 10%). | |
| client_id | Yes | The client the proposal is for (from bidsketch_list_clients) (a positive integer). | |
| description | Yes | Summary of the proposal (the vendor docs list it with name and client_id as the minimum). | |
| template_id | No | Optional template to copy sections and fees from (a positive integer). | |
| proposal_date | No | Proposal date as m/d/yyyy, e.g. 10/26/2026. |