Tool to create a new offer/proposal. Use after gathering complete offer data (company, dates, items, etc.).
taxTax percentage, e.g. 10.0
dateRequiredstringOffer date in YYYY-MM-DD format
itemsRequiredarrayList of offer line items
titleRequiredstringOffer title
footerstringClosing message (supports variables)
deal_idintegerID of the associated deal
currencystringThree-letter currency code (required only without company_id, deal_id, or project_id)
discountnumberDiscount percentage
due_dateRequiredstringDue date in YYYY-MM-DD format
company_idintegerID of the associated company
contact_idintegerID of the associated customer contact
project_idintegerID of the associated project
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.