Proposals
Search Proposals
Search and list Proposal records with filtering, sorting, and pagination.
GET
Search Proposals
A Proposal bundles one or more contracts (
ProposalContract records) that are presented to a customer for review and acceptance. Each ProposalContract carries the same properties as a CoworkerContract and becomes one when the proposal is accepted.
When a Proposal is created, a ProposalContract is automatically created and associated with it. From that point on, the contract-related fields on the Proposal (TariffId, Desks, Variants, Price, StartDate, CancellationLimitDays, ContractTerm, CancellationDate, ExpirationDate, BillingDay, Quantity) become read-only — they are all createOnly. Subsequent edits to those values must be made via the associated ProposalContract. Additional ProposalContract records can also be added.
Proposals support three optional attachments:
- DocumentToSendId — a
DocumentTemplateentity presented to the customer instead of the standard price-schedule table before the proposal is accepted. - DocumentToSignId — a
DocumentTemplateentity used to generate a document for e-signature. - ProposalFile — a file shown as a downloadable link before the proposal is accepted.
DoNotIssueInvoice to control whether the first invoice is issued automatically when the proposal is accepted.
Authentication
This endpoint requires OAuth2 authentication. Include a valid bearer token in the
Authorization header.
The authenticated user must be a full unrestricted administrator or have the Proposal-List role.Enums
eProposalStatus — ProposalStatus values
eProposalStatus — ProposalStatus values
| Value | Name |
|---|---|
| 1 | Draft |
| 2 | Sent |
| 3 | Accepted |
| 4 | Rejected |
Query Parameters
Pagination & Sorting
The page number to retrieve.
The number of records per page.
The property name to sort results by (e.g.
Name, CreatedOn).Sort direction.
0 for ascending, 1 for descending.Filters
Filter by iD of the issued by linked to this record.
Filter by issuing business name.
Filter by issuing business currency code.
Filter by iD of the responsible linked to this record.
Filter by responsible person full name.
Filter by iD of the coworker linked to this record.
Filter by coworker type.
Filter by coworker full name.
Filter by coworker company name.
Filter by coworker billing name.
Filter by proposal reference.
Filter by optional notes or comments about this proposal.
Filter by proposal status.
Filter by iD of the document to send linked to this record.
Filter by iD of the document to sign linked to this record.
Filter by the document to sign html value for this proposal.
Filter by current file name of the document to sign binary document (read-only; upload via the corresponding URL field).
Filter by uRL of a new file to upload as the document to sign binary document.
Filter by set to true to remove the current document to sign binary document file.
Filter by the document to send html value for this proposal.
Filter by current file name of the document to send binary document (read-only; upload via the corresponding URL field).
Filter by uRL of a new file to upload as the document to send binary document.
Filter by set to true to remove the current document to send binary document file.
Filter by current file name of the proposal file (read-only; upload via the corresponding URL field).
Filter by uRL of a new file to upload as the proposal file.
Filter by set to true to remove the current proposal file file.
Filter by iD of the tariff linked to this record.
Filter by tariff name.
Filter by tariff invoice frequency.
Filter by tariff invoice frequency in weeks.
Filter by tariff price.
Filter by tariff business currency code.
Filter by price override for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Filter by start date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Filter by cancellation limit in days for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Filter by contract term end date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Filter by cancellation date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Filter by proposal expiration date. Becomes read-only after creation; edit via ProposalContract.
Filter by billing day of month for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Filter by quantity for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Filter by iD of the discount code linked to this record.
Filter by date/time value for start date local.
Filter by date the proposal was sent.
Filter by date/time value for sent on local.
Filter by date the customer last opened the proposal.
Filter by if true, the first invoice is not issued automatically when the proposal is accepted.
Range Filters
Filter by tariff price greater than or equal to this value.
Filter by tariff price less than or equal to this value.
Filter by price override for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value.
Filter by price override for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value.
Filter by start date for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by start date for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by cancellation limit in days for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value.
Filter by cancellation limit in days for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value.
Filter by contract term end date for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by contract term end date for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by cancellation date for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by cancellation date for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by proposal expiration date. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by proposal expiration date. Becomes read-only after creation; edit via ProposalContract less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by billing day of month for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value.
Filter by billing day of month for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value.
Filter by quantity for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value.
Filter by quantity for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value.
Filter by date/time value for start date local greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by date/time value for start date local less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by date the proposal was sent greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by date the proposal was sent less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by date/time value for sent on local greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by date/time value for sent on local less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by date the customer last opened the proposal greater than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter by date the customer last opened the proposal less than or equal to this value. Format:
YYYY-MM-DDTHH:mm.Filter records created on or after this date. Format:
YYYY-MM-DDTHH:mm.Filter records created on or before this date. Format:
YYYY-MM-DDTHH:mm.Filter records updated on or after this date. Format:
YYYY-MM-DDTHH:mm.Filter records updated on or before this date. Format:
YYYY-MM-DDTHH:mm.Code Examples
Simple listing
Filtering by Reference
Range filters
Response
200
The list of Proposal records matching the query. See the Get one Proposal endpoint for the full list of properties returned for each record.
Current page number.
Number of records per page.
The field used for sorting.
The sort direction (
0 = ascending, 1 = descending).Index of the first item on the current page.
Index of the last item on the current page.
Total number of matching records across all pages.
Total number of pages.
Whether there is a next page of results.
Whether there is a previous page of results.
Example Response
Search Proposals