UpdateProposalSettingsRequest
Request to update proposal settings for the tenant
Properties
| Name | Type | Description |
|---|---|---|
| introContentBlockCode | string | Code of the content block to display at the start of proposal acceptance pages |
Code of the content block to display at the start of proposal acceptance pages | ||
| thankYouContentBlockCode | string | Code of the content block to display after proposal acceptance |
Code of the content block to display after proposal acceptance | ||
| emailContentBlockCode | string | Code of the content block to include in the proposal email body |
Code of the content block to include in the proposal email body | ||
| acceptanceTaskCode | string | Code of the recurring task template to automatically create when a proposal is accepted |
Code of the recurring task template to automatically create when a proposal is accepted | ||
| notifyClientManagerOnAcceptance | boolean | Whether to send an email notification to the client manager when a proposal is accepted |
Whether to send an email notification to the client manager when a proposal is accepted | ||
| notifyPartnerOnAcceptance | boolean | Whether to send an email notification to the partner when a proposal is accepted |
Whether to send an email notification to the partner when a proposal is accepted | ||
| designThemeCode | string | Code of the design theme to apply to proposal documents and acceptance pages |
Code of the design theme to apply to proposal documents and acceptance pages | ||
| showPracticeName | boolean | Whether to display the practice name on proposal acceptance pages and documents |
Whether to display the practice name on proposal acceptance pages and documents | ||
| attachPDFs | boolean | Whether to attach proposal PDFs to the proposal email |
Whether to attach proposal PDFs to the proposal email | ||
| emailSubject | string | Subject line template for proposal emails |
Subject line template for proposal emails | ||
| thankYouEmailContentBlockCode | string | Code of the content block to use for thank you email sent to client after proposal acceptance |
Code of the content block to use for thank you email sent to client after proposal acceptance | ||
| thankYouEmailSubject | string | Subject line template for thank you emails sent after proposal acceptance |
Subject line template for thank you emails sent after proposal acceptance | ||
| requestDdMandate | boolean | Whether to request a Direct Debit mandate when proposal is accepted |
Whether to request a Direct Debit mandate when proposal is accepted | ||
JSON Example
{
"introContentBlockCode": "string",
"thankYouContentBlockCode": "string",
"emailContentBlockCode": "string",
"acceptanceTaskCode": "string",
"notifyClientManagerOnAcceptance": false
}