create_job_from_proposal
Convert an accepted proposal into a job with tasks from its line items. Provide proposal_id and job_name to bridge sales proposals into workflow.
Instructions
Create a job (with tasks) from an accepted proposal's line items — the Proposal → Workflow bridge. Requires proposal_id and job_name. Requires the Sales and Workflow modules and the write scope. Confirm the proposal and job name with the user before calling, then verify with search_jobs.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| archive | No | Archive the proposal after conversion | |
| job_name | Yes | Name for the new job (required) | |
| option_id | No | Which proposal pricing option to use (default: first) | |
| proposal_id | Yes | The accepted proposal ID to convert into a job | |
| default_task_due_days | No | Default task due date, days from creation (default: 30) | |
| create_tasks_from_lines | No | Create tasks from proposal lines (default: true) |