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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 DocumentTemplate entity presented to the customer instead of the standard price-schedule table before the proposal is accepted.
  • DocumentToSignId — a DocumentTemplate entity used to generate a document for e-signature.
  • ProposalFile — a file shown as a downloadable link before the proposal is accepted.
Set 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

Query Parameters

Pagination & Sorting

integer
default:"1"
The page number to retrieve.
integer
default:"25"
The number of records per page.
string
The property name to sort results by (e.g. Name, CreatedOn).
integer
Sort direction. 0 for ascending, 1 for descending.

Filters

integer
Filter by iD of the issued by linked to this record.
string
Filter by issuing business name.
string
Filter by issuing business currency code.
integer
Filter by iD of the responsible linked to this record.
string
Filter by responsible person full name.
integer
Filter by iD of the coworker linked to this record.
string
Filter by coworker type.
string
Filter by coworker full name.
string
Filter by coworker company name.
string
Filter by coworker billing name.
string
Filter by proposal reference.
string
Filter by optional notes or comments about this proposal.
integer
Filter by proposal status.
integer
Filter by iD of the document to send linked to this record.
integer
Filter by iD of the document to sign linked to this record.
string
Filter by the document to sign html value for this proposal.
string
Filter by current file name of the document to sign binary document (read-only; upload via the corresponding URL field).
string
Filter by uRL of a new file to upload as the document to sign binary document.
boolean
Filter by set to true to remove the current document to sign binary document file.
string
Filter by the document to send html value for this proposal.
string
Filter by current file name of the document to send binary document (read-only; upload via the corresponding URL field).
string
Filter by uRL of a new file to upload as the document to send binary document.
boolean
Filter by set to true to remove the current document to send binary document file.
string
Filter by current file name of the proposal file (read-only; upload via the corresponding URL field).
string
Filter by uRL of a new file to upload as the proposal file.
boolean
Filter by set to true to remove the current proposal file file.
integer
Filter by iD of the tariff linked to this record.
string
Filter by tariff name.
string
Filter by tariff invoice frequency.
string
Filter by tariff invoice frequency in weeks.
number
Filter by tariff price.
string
Filter by tariff business currency code.
number
Filter by price override for the initial contract. Becomes read-only after creation; edit via ProposalContract.
string
Filter by start date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
integer
Filter by cancellation limit in days for the initial contract. Becomes read-only after creation; edit via ProposalContract.
string
Filter by contract term end date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
string
Filter by cancellation date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
string
Filter by proposal expiration date. Becomes read-only after creation; edit via ProposalContract.
integer
Filter by billing day of month for the initial contract. Becomes read-only after creation; edit via ProposalContract.
integer
Filter by quantity for the initial contract. Becomes read-only after creation; edit via ProposalContract.
integer
Filter by iD of the discount code linked to this record.
string
Filter by date/time value for start date local.
string
Filter by date the proposal was sent.
string
Filter by date/time value for sent on local.
string
Filter by date the customer last opened the proposal.
boolean
Filter by if true, the first invoice is not issued automatically when the proposal is accepted.

Range Filters

number
Filter by tariff price greater than or equal to this value.
number
Filter by tariff price less than or equal to this value.
number
Filter by price override for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value.
number
Filter by price override for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value.
string
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.
string
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.
integer
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.
integer
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.
string
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.
string
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.
string
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.
string
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.
string
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.
string
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.
integer
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.
integer
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.
integer
Filter by quantity for the initial contract. Becomes read-only after creation; edit via ProposalContract greater than or equal to this value.
integer
Filter by quantity for the initial contract. Becomes read-only after creation; edit via ProposalContract less than or equal to this value.
string
Filter by date/time value for start date local greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date/time value for start date local less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date the proposal was sent greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date the proposal was sent less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date/time value for sent on local greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date/time value for sent on local less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date the customer last opened the proposal greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date the customer last opened the proposal less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter records created on or after this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records created on or before this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records updated on or after this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records updated on or before this date. Format: YYYY-MM-DDTHH:mm.

Code Examples

Simple listing

Filtering by Reference

Range filters

Response

200

Proposal[]
The list of Proposal records matching the query. See the Get one Proposal endpoint for the full list of properties returned for each record.
Partial records — The listing endpoint returns a summary representation of each Proposal. The following fields are not populated in the Records[] response: Notes, DocumentToSignHtml, DocumentToSendHtml, Price, StartDate, CancellationLimitDays, CancellationDate, BillingDay, Quantity.To get all fields, fetch the full record using the Get one Proposal endpoint.Important for updates: When updating a record via PUT, always retrieve the full record with a GET request first, apply your changes to that complete data, and then send the updated record. Do not use data from a listing response as the base for a PUT request, as missing fields may be unintentionally cleared.
integer
Current page number.
integer
Number of records per page.
string
The field used for sorting.
integer
The sort direction (0 = ascending, 1 = descending).
integer
Index of the first item on the current page.
integer
Index of the last item on the current page.
integer
Total number of matching records across all pages.
integer
Total number of pages.
boolean
Whether there is a next page of results.
boolean
Whether there is a previous page of results.
Example Response