create_proposal
Generate new business proposals by selecting templates, contacts, and custom fields for professional client presentations.
Instructions
Create a new proposal
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_user_id | No | ||
| contact_id | Yes | ||
| contact_people | Yes | ||
| design_template_id | Yes | ||
| name | Yes | ||
| proposal_template_id | Yes | ||
| text_template_id | Yes | ||
| custom_fields | No |
Input Schema (JSON Schema)
{
"properties": {
"account_user_id": {
"type": "number"
},
"contact_id": {
"type": "number"
},
"contact_people": {
"items": {
"type": "number"
},
"type": "array"
},
"custom_fields": {
"items": {
"additionalProperties": false,
"properties": {
"name": {
"type": "string"
},
"value": {
"type": "string"
}
},
"required": [
"name",
"value"
],
"type": "object"
},
"type": "array"
},
"design_template_id": {
"type": "number"
},
"name": {
"type": "string"
},
"proposal_template_id": {
"type": "number"
},
"text_template_id": {
"type": "number"
}
},
"required": [
"contact_id",
"contact_people",
"design_template_id",
"name",
"proposal_template_id",
"text_template_id"
],
"type": "object"
}