Wedof icon

Wedof

Facilitez-vous la vie avec Wedof !

Actions169

Proposition Commerciale → Brouillon Une Proposition

AI-generated

Overview

This node operation allows users to create a draft of a commercial proposal in the Wedof system. It is useful for managing sales proposals by enabling the creation of draft versions that can be further edited or finalized later. For example, a sales team can use this operation to save a preliminary version of a proposal before sending it to a client.

Use Case Examples

  1. Creating a draft proposal for a new client to review before final approval.
  2. Saving a partially completed proposal to continue editing at a later time.

Properties

Name Meaning
Code De La Proposition The unique identifier code of the proposal to be drafted. This is a required string input used to specify which proposal to create a draft for.

Output

JSON

  • response - The response from the Wedof API after creating the draft proposal, typically containing details of the draft proposal created.

Dependencies

  • Requires an API key credential for Wedof API authentication.

Troubleshooting

  • Ensure the proposal identifier is correctly provided and exists in the Wedof system to avoid errors.
  • Check API credentials and network connectivity if the request to create a draft fails.
  • Verify that the HTTP POST request to the endpoint /proposals/{identifier}/draft is correctly formed.

Discussion