---
title: "Save website signup settings"
method: PUT
path: "/firm/crm/proposal-settings"
tags: ["CRM Proposals"]
---

# Save website signup settings

`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`

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.

## Request body

- object
  - `requestId` string, uuid, required: Stable settings save request identity
  - `expectedRevision` integer, required: Last read settings revision; zero when no settings row exists
  - `settings` object, required: Website presentation, visible canonical packages, terms and payment methods
    - `headline` string
    - `introduction` string
    - `packageIds` string[], nullable
    - `termsEntryId` string, uuid, nullable
    - `paymentMethods` string[]

## Response `200`

Success

- object

## Other responses

- `400`: Invalid input
- `403`: Insufficient firm authority
- `404`: Record not found or not accessible
- `409`: Revision, request identity or immutable-state conflict; preserve unsaved edits

---

[API](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api.md) · [All operations](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/llms.txt) · [OpenAPI document](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/revisions/9a8269f0a586?raw)