CRM Proposals

Mark one-time work complete

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.

post/firm/crm/proposals/{id}/companies/{engagementId}/complete-service

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/firm/crm/proposals/{id}/companies/{engagementId}/complete-service
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Path parameters

idstring uuid required
engagementIdstring uuid required

Request body

lineIdstring uuid required

Accepted service line completed by the firm

confirmedtrue required

Confirm completion; if billing is active this queues the agreed remaining balance

Response

Success

object required

Changes

No recorded changes to this operation across all 5 revisions of this API.