Proposals
Get one Proposal
Retrieve a single Proposal record by its Id.
GET
Get one Proposal
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-Read role.Path Parameters
The Id of the Proposal record to retrieve.
Code Examples
Response
200
ID of the issued by linked to this record.
Issuing business name.
Issuing business currency code.
ID of the responsible linked to this record.
Responsible person full name.
ID of the coworker linked to this record.
Coworker type.
Coworker full name.
Coworker company name.
Coworker billing name.
Proposal reference.
Optional notes or comments about this proposal.
Proposal status. See
eProposalStatus enum values: 1 = Draft, 2 = Sent, 3 = Accepted, 4 = Rejected.ID of the document to send linked to this record.
ID of the document to sign linked to this record.
The document to sign html value for this proposal.
Current file name of the document to sign binary document (read-only; upload via the corresponding URL field).
URL of a new file to upload as the document to sign binary document.
Set to true to remove the current document to sign binary document file.
The document to send html value for this proposal.
Current file name of the document to send binary document (read-only; upload via the corresponding URL field).
URL of a new file to upload as the document to send binary document.
Set to true to remove the current document to send binary document file.
Current file name of the proposal file (read-only; upload via the corresponding URL field).
URL of a new file to upload as the proposal file.
Set to true to remove the current proposal file file.
ID of the tariff linked to this record.
Tariff name.
Tariff invoice frequency.
Tariff invoice frequency in weeks.
Tariff price.
Tariff business currency code.
List of desks linked to this record.
List of variants linked to this record.
Price override for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Start date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Cancellation limit in days for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Contract term end date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Cancellation date for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Proposal expiration date. Becomes read-only after creation; edit via ProposalContract.
Billing day of month for the initial contract. Becomes read-only after creation; edit via ProposalContract.
Quantity for the initial contract. Becomes read-only after creation; edit via ProposalContract.
ID of the discount code linked to this record.
Date/time value for start date local.
Date the proposal was sent.
Date/time value for sent on local.
Date the customer last opened the proposal.
If true, the first invoice is not issued automatically when the proposal is accepted.
Unique record identifier.
UUID of the record.
Date and time the record was created (ISO 8601).
Date and time the record was last updated (ISO 8601).
Email of the user who last updated this record.
Whether the record was recently created.
External system identifier.
Example Response
Get one Proposal