Proposal

A project proposal [Proposal] is a document outlining the cost of a project as part of a pipeline deal to seek an agreement from the customer.

XML

SOAP

REST

Database table

Object

Proposal

oaProposal

proposal

Supported Commands

Read

read()

The Proposal object has the following properties:

XML / SOAP

Database

Description

access_log

access_log

[Read-only] The mailing and access history of the proposal.

approved

approved

[Read-only] The date and time the proposal was approved. See Date Fields.

approved_by

[Read-only] The ID of the user who approved this proposal.

attachmentid

attachment_id

[Read-only] If non-zero, the attachment record associated with this proposal. attachment_id

created

created

[Read-only] Time the record was created. See Date Fields.

created_by

created_by

[Read-only] The ID of the user who created this proposal.

customerid

customer_id

[Read-only] The ID of the associated customer.

description

description

[Read-only] The description of this proposal.

expires

expires

[Read-only] The date the proposal is valid until. See Date Fields.

id

id

[Read-only] Unique ID. Automatically assigned by OpenAir.

name

name

[Read-only] The name of this proposal.

notes

notes

[Read-only] Notes associated with this proposal.

number

number

[Read-only] The proposal number.

projectid

[Read-only] The ID of the associated project.

responded

responded

[Read-only] The date and time the customer accepted or refused. See Date Fields.

response

response

[Read-only] Customer response notes.

sent

sent

[Read-only] The date and time the proposal was delivered to the customer. See Date Fields.

status

status

[Read-only] The status of the proposal:

  • D - Draft

  • M - Submitted

  • P - Approved

  • Q - Rejected

  • S - Sent

  • V - Viewed

  • A - Accepted

  • R - Refused

submitted

submitted

[Read-only] The date and time the proposal was submitted for approval. See Date Fields.

total

total

[Read-only] The total amount. Dated by the currency_date field.

updated

updated

[Read-only] Time the record was last updated or modified. See Date Fields.

userid

user_id

[Read-only] The ID of the associated user.

viewed

viewed

[Read-only] The date and time the customer first viewed the proposal. See Date Fields.