CRM Proposals

List proposals

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.

get/firm/crm/proposals

Request

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

Query parameters

searchstring
status'all' | 'draft' | 'sent' | 'accepted' | 'withdrawn' | 'declined'
companyIdstring uuid
pageinteger
limitinteger

Response

Success

countsobject
totalinteger
pageinteger
limitinteger
canWriteboolean

Changes

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