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
Proposal → Create
AI-generatedSummary
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