Create Proposal
Proposals
Create Proposal
Create a new proposal. Only one draft proposal is allowed per user. If a draft already exists, it will be returned instead of creating a new one.
POST
Create Proposal
Authentication
This endpoint requires authentication via Bearer token.Request Body
The title of the proposal.
Optional description of the proposal.
Optional template ID to use for the proposal.
Response
The created or existing proposal object.
Optional message, present when returning an existing draft (“Returning existing draft proposal”).
Example Request
cURL
Response Examples
Notes
- One Draft Per User: The system enforces a single draft proposal per user. If you call this endpoint when a draft already exists, you’ll receive the existing draft instead of creating a new one.
- Proposal Code: The
proposalCodeis automatically generated in the formatPROP-YYYYMMDD-XXXXwhere YYYYMMDD is the creation date and XXXX is a random suffix. - Step Completion: The
completed_stepsarray andstep_completionobject are computed based on actual data presence and provide a persistent tracking of proposal progress. - User Information: The authenticated user’s ID, email, and name are automatically attached to the proposal.