CRM Proposals
Save website signup settings
Firm-side proposals. Select the firm with x-organization-id. Reads require active staff membership and access to every linked company; prospects are visible to their creator or firm managers. Writes require Firm Owner/Admin and billing permission. OAuth requires the broad mcp grant. Saves are revision-checked and idempotent using a stable requestId. All amounts are integer USD cents. Historical service dates and separately priced backwork are supported; saves never send, sign, provision companies or charge. Invalid dates, overlapping backwork/ongoing coverage and deposits exceeding the fee are rejected.
put/firm/crm/proposal-settings
Request
- Base URL: https://ledgerhq.pro/api/v1
- URL: https://ledgerhq.pro/api/v1/firm/crm/proposal-settings
- Auth: one of:
- HTTP bearer and API key in header x-organization-id
- HTTP bearer and API key in header x-organization-id
Request body
Response
Success
object required
Changes
No recorded changes to this operation across all 5 revisions of this API.