Create a proposal from scratch or from a template.
method | POST |
endpoint |
Parameters
name | type | required | description |
| text | no | The title of the proposal |
| text | no | A summary of the proposal |
| text | no | The ID of the template you want to create the new proposal from |
| text | no | The name of the client's business |
| text | *no | The name of the client |
| text | *no | The email of the client |
When using the
client_emailorclient_nameparameters, if one of these parameters is provided, the other becomes mandatory, and bothclient_emailandclient_namemust be included together in the request.The ID of a template can be found on the templates page. Simply view the template to see the ID
Example Request
curl --location 'https://app.tangoagreements.com/api/1.1/wf/create_proposal' \
--header 'Authorization: Bearer {{api_token}}' \
--form 'title="Hello World!"' \
--form 'summary="Hello world this is my first proposal"'
Response
{
"url": "https://app.tangoagreements.com/agreement/123x456",
"id": "123x456",
"title": "Hello World!",
"status": "Draft",
"version": "001",
"client_business_name": "",
"users": [
{
"name": "John Doe",
"email": "[email protected]",
"role": "Owner"
}
],
"contract_terms": [],
"invoices": []
}