Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.
taxnumberTax as decimal (e.g., 0.1 for 10%).
nameRequiredstringThe proposal's name/title.
tax2numberSecondary tax as decimal (e.g., 0.05 for 5%).
currencystringISO currency code (e.g., USD, EUR, GBP).
discountnumberDiscount as decimal (e.g., 0.1 for 10%).
settingsobjectSettings for the proposal.
client_idRequiredintegerThe ID of the client for this proposal.
descriptionstringA summary of the proposal.
proposal_datestringDate for the proposal in MM/DD/YYYY format.
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.