CRM Proposals

Start a replacement, renewal or scope-change draft

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}/revisions

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/firm/crm/proposals/{id}/revisions
  • 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

Request body

idstring uuid required

Stable UUID for the new proposal draft

requestIdstring uuid required

Stable creation request identity; reuse on retries

kind'replacement' | 'renewal' | 'scope_change' required

Replace an unsigned offer, renew an accepted engagement, or propose a change in scope

Response

Success

canWriteboolean

Changes

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