Actions199
- Asset Category Actions
- Comment Actions
- Contact Actions
- Custom Form Actions
- Customer Actions
- Customer Asset Actions
- Customer Location Actions
- Document Actions
- KPI Actions
- Blocked Deliverables
- Expiring API Keys
- Expiring Proposals
- Expiring Warranties
- Inactive Partnerships
- Lead Pipeline Health
- Open External Tickets
- Open Tickets
- Overdue Operational Items
- Overdue Payments
- Process Bottlenecks
- Projects at Risk
- Proposals Without Activity
- Queue Health
- Revenue at Risk
- Stale Operational Items
- Stale Proposals
- Team Workload
- Unassigned Items
- Upcoming Payments
- Won Without Project Start
- Work Items Due
- Label Actions
- Lead Actions
- Lead List Actions
- Location Actions
- Operational Work Item Actions
- Payment Actions
- Process Definition Actions
- Project Actions
- Proposal Actions
- Resource Actions
- Support Request Actions
- Tag Actions
- Team Member Actions
- Timer Actions
- Work Item Actions
Document → Generate for Proposal
AI-generatedSummary
Generates a document for a selected proposal using a document template, with optional body, data classification, and title fields.
Inputs
- Proposal Name or ID (required) — Select a proposal from the loaded list or provide its ID.
- Template Name or ID (required) — Select a document template from the loaded list or provide its ID.
- Body — Optional document body text.
- Data Classification — Classification for the document: Confidential, Internal (default), or Personal Data.
- Title — Optional document title.
Output shape
A single document result returned as an n8n item.
The supplied source pack exposes no implementation bodies, so the exact response fields and whether the API returns any additional metadata are not shown.