search_proposals
Find and filter KikoBooks proposals by customer, status, name, source, or date range to locate sales documents; returns paginated results.
Instructions
Search proposals in KikoBooks. Filter by customer, status (draft, sent, signed, declined), name, source, or date range. Requires the Sales module — call get_enabled_modules first for CB orgs. Returns paginated results.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Filter by proposal name | |
| page | No | Page number (default: 1) | |
| source | No | Filter by source | |
| status | No | Filter by proposal status (draft, sent, signed, declined, etc.) | |
| toDate | No | Created on/before (YYYY-MM-DD) | |
| orderBy | No | Sort column | |
| fromDate | No | Created on/after (YYYY-MM-DD) | |
| pageSize | No | Results per page (default: 15) | |
| customerId | No | Filter by customer ID |