Docs

Create Proposal

Creates a proposal in Better Proposals.

POST

Query

Field selectionChoose which fields should be included in the response. Learn more
string

Comma-separated response fields to include.

Body

Arguments
stringrequired

Either a company ID or company name. When a name is provided, Better Proposals creates the company if needed.

string

Cover ID.

string

Template ID. When provided, Better Proposals copies the template into the new proposal.

string

Document type ID or name. If omitted, Better Proposals uses the default proposal document type.

string

Brand ID. If omitted, Better Proposals uses the default brand.

string

Currency code in 3-letter format, for example USD.

boolean

Whether to apply tax. If omitted, Better Proposals uses the default brand setting.

string

Tax label. If omitted, Better Proposals uses the default brand setting.

number

Tax amount. If omitted, Better Proposals uses the default brand setting.

array of object

Array of contact objects with FirstName, Surname, Email, and Signature fields.

array of object

Array of custom merge-tag objects with tag and value fields.

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