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