Proposals
Comprehensive proposal creation, management, and client communication. Provides CRUD operations with filtering by status, client, and search terms. Includes specialized endpoints for uploading and downloading proposal PDFs and letters of engagement (base64-encoded content), sending proposal emails using configured templates with tracking, and retrieving email history for proposals. Proposals capture a snapshot of ClientBillableServices at a point in time.
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GET
List Proposals
Lists all Proposals for the given tenant.
/api/tenants/{tenant}/proposals
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POST
Create Proposal
Creates a new Proposal for the specified tenant.
/api/tenants/{tenant}/proposals
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GET
Get Proposal
Gets a Proposal for the specified tenant.
/api/tenants/{tenant}/proposals/{code}
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PUT
Update Proposal
Updates a Proposal for the specified tenant.
/api/tenants/{tenant}/proposals/{code}
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DELETE
Delete Proposal
Deletes a Proposal for the specified tenant.
/api/tenants/{tenant}/proposals/{code}
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POST
Email Proposal
Sends an email for the proposal using the tenant's email settings.
The email will be sent to the recipient specified in the proposal.
The...
/api/tenants/{tenant}/proposals/{code}/email
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GET
Get Proposal Emails
Gets all emails that have been sent for a specific proposal.
Returns a list of emails with their message IDs and sent dates.
The list is ...
/api/tenants/{tenant}/proposals/{code}/email
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POST
Upload proposal PDF
Uploads a PDF document for the proposal.
The PDF should be sent as a base64-encoded string in the request body.
Request body example:
...
/api/tenants/{tenant}/proposals/{code}/pdf/proposal
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GET
Download proposal PDF
Downloads the proposal PDF document.
Returns the PDF file as binary content with appropriate headers for download.
The response will incl...
/api/tenants/{tenant}/proposals/{code}/pdf/proposal
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POST
Upload letter of engagement PDF
Uploads a letter of engagement PDF document for the proposal.
The PDF should be sent as a base64-encoded string in the request body.
Req...
/api/tenants/{tenant}/proposals/{code}/pdf/letter-of-engagement
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GET
Download letter of engagement PDF
Downloads the letter of engagement PDF document.
Returns the PDF file as binary content with appropriate headers for download.
The respon...
/api/tenants/{tenant}/proposals/{code}/pdf/letter-of-engagement