proposals_send_documents_contracts_template
Send a proposal, document, or contract template directly to a contact by providing template ID, user ID, and contact ID, with optional location and opportunity.
Instructions
Send template
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| userId | Yes | User Id | |
| contactId | Yes | Contact Id | |
| locationId | No | Location Id Defaults to GHL_LOCATION_ID when omitted. | |
| templateId | Yes | Template Id | |
| sendDocument | No | Send Document | |
| opportunityId | No | Opportunity Id |