ProposalyInstall

Summary

Creates a Proposaly document from a selected template in a workspace, with an optional title, labels, and controls for copying template recipients, price quote, add-ons, attachments, and team members.

Inputs

• Workspace Name or ID (required) — Select the workspace or provide its ID; document templates and labels are scoped to this workspace.
• Document Template Name or ID (required) — Select the template or provide its ID.
• Document Title (required) — Title for the new document.
• Copy Recipients? — Defaults to false; controls whether recipients are copied from the template.
• Copy Price Quote? — Defaults to false; controls whether the template's price quote is copied.
• Copy Add-Ons? — Defaults to false; controls whether add-ons are copied from the template.
• Copy Attachments? — Defaults to false; controls whether attachments are copied from the template.
• Label Names or IDs — Optionally select or provide workspace label IDs for the new document.
• Copy Team Members? — Defaults to false; controls whether team members from the template can access the new document.

Output shape

Not determinable from the supplied source pack.

The operation implementation and description module contain signatures only, so the returned data shape cannot be established. The supplied properties declare the inputs and their defaults.

Links

• n8n community nodes installation guide