CRM Proposals

Email the reviewed proposal to its signer

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}/send

Request

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

requestIdstring uuid required

Stable delivery request UUID; reuse unchanged on retry

expectedRevisioninteger required

Saved revision reviewed for sending

confirmedtrue required

Explicit firm confirmation to email the named authorized signer

Response

Success

deliveryIdstring uuid
statestring

Changes

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