Proiect.ro icon

Proiect.ro

Automate your business workflows with Proiectro

Actions199

Proposal → Create

AI-generated

Summary

Creates a Proiect.ro proposal for a customer, assigning its owner and manager and setting its sales stage, currency, and WBS configuration. Optional fields can add pricing, project settings, validity dates, and other proposal details.

Inputs

  • Name (required) — Proposal name.
  • Description (required) — Proposal description.
  • Customer (required) — Customer for the proposal.
  • Owner Name or ID (required) — Proposal owner, selected from available members or specified by ID.
  • Manager Name or ID (required) — Proposal manager, selected from available members or specified by ID.
  • Sales Stage (required) — Sales stage to assign to the proposal.
  • Proposal Currency (required) — Currency for the proposal.
  • Wbsconfiguration (required) — WBS configuration for the proposal.
  • Additional Fields — Optional customer asset and customer location; internal code; pricing strategy and adjustments; margin thresholds; project management settings and dates; proposal validity dates; and RFP publication details.

Output shape

A single proposal record

The provided source pack contains only a signature-level view of the node and does not show the create implementation or exact returned fields.

Examples

Example 1: Customer proposal

Name, description, customer, owner, manager, sales stage, currency, WBS configuration

Links

Discussion