Proposaly

Unify presentations, proposals, agreements, and payments in Proposaly

AI-generated

Summary

Adds a recipient to a selected Proposaly document, using the supplied contact details and access level.

First Name (required) — Recipient’s first name.
Last Name (required) — Recipient’s last name.
Email (required) — Recipient’s email address.
Phone Number (required) — Recipient’s phone number.
Access Level (required) — Choose Editor or Viewer; defaults to Viewer.
Workspace Name or ID (required) — Select a workspace or provide its ID using an expression.
Document Name or ID (required) — Select a document in the chosen workspace or provide its ID using an expression.

A single recipient record.

The provided source pack shows only the operation function signature, so the exact returned fields and response shape are not visible.