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Proposals → Create
AI-generatedSummary
Create a new sales proposal in BackOffice ERP with specified details including subject, related entity, customer, date, currency, email, items, and optional parameters such as open till date, discount type, status, and assignee.
Inputs
- Subject (required) — Proposal subject name.
- Related (required) — Proposal related entity name.
- Rel id (required) — Numeric or smart search identifier for the related entity (supports name, email, or keyword search).
- Proposal to (required) — Lead or customer name receiving the proposal.
- Date (required) — Proposal start date (use YYYY-MM-DD or leave empty for today).
- Currency (required) — Currency ID for the proposal.
- Email (required) — Email address associated with the proposal.
- Newitems (required) — Items to be included in the proposal.
- Open till — Optional date until which the proposal remains open.
- Discount type — Optional discount type applied to the proposal.
- Status — Optional status ID of the proposal.
- Assigned — Optional assignee ID for the proposal.
Output shape
a list with one item per input proposal containing the JSON response from BackOffice ERP API for the created proposal.
Supports smart search on IDs allowing names, emails, or keywords instead of numeric IDs. Returns full API response for each created proposal. May return multiple matches or errors as separate JSON entries. Errors halt execution unless 'continue on fail' is enabled.