Create Proposal
Hayden Dover avatar
Written by Hayden Dover
Updated over a week ago

Create a proposal from scratch or from a template.


Parameters

name

type

required

description

title

text

no

The title of the proposal

summary

text

no

A summary of the proposal

template_id

text

no

The ID of the template you want to create the new proposal from

client_business_name

text

no

The name of the client's business

client_name

text

*no

The name of the client

client_email

text

*no

The email of the client

  • When using the client_email or client_name parameters, if one of these parameters is provided, the other becomes mandatory, and both client_email and client_name must 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": []
}

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