Early access: these pages are being written and reviewed. Facts in the header boxes come straight from the product.
Create a proposal template
POST
/api/v1/proposal-templates
const url = 'https://api.pitch2sale.com/api/v1/proposal-templates';const options = { method: 'POST', headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'}, body: '{"name":"example","description":"example","industry":"example","deal_size_range":"small","sections":[{"id":"example","title":"example","default_content":"example","ai_fillable":true,"ai_prompt_override":"example","required":true,"order":1}],"default_tone":"formal","is_default":true}'};
try { const response = await fetch(url, options); const data = await response.json(); console.log(data);} catch (error) { console.error(error);}curl --request POST \ --url https://api.pitch2sale.com/api/v1/proposal-templates \ --header 'Authorization: Bearer <token>' \ --header 'Content-Type: application/json' \ --data '{ "name": "example", "description": "example", "industry": "example", "deal_size_range": "small", "sections": [ { "id": "example", "title": "example", "default_content": "example", "ai_fillable": true, "ai_prompt_override": "example", "required": true, "order": 1 } ], "default_tone": "formal", "is_default": true }'Authorizations
Section titled “Authorizations”Request Bodyrequired
Section titled “Request Bodyrequired”Media typeapplication/json
object
name
required
string
description
string
sections
required
default_tone
string
is_default
boolean
Responses
Section titled “Responses”The new template
Media typeapplication/json
object
template
required
object
_id
required
string
key
additional properties
any
Examplegenerated
{ "template": { "_id": "example" }}Validation failed
Media typeapplication/json
object
error
required
string
code
string
message
string
details
Array<object>
object
field
required
string
message
required
string
code
required
string
Examplegenerated
{ "error": "example", "code": "example", "message": "example", "details": [ { "field": "example", "message": "example", "code": "example" } ]}Authentication required or token invalid
Media typeapplication/json
object
error
required
string
code
string
message
string
details
Array<object>
object
field
required
string
message
required
string
code
required
string
Examplegenerated
{ "error": "example", "code": "example", "message": "example", "details": [ { "field": "example", "message": "example", "code": "example" } ]}Feature not available on the organization plan
Media typeapplication/json
object
error
required
string
code
string
message
string
details
Array<object>
object
field
required
string
message
required
string
code
required
string
Examplegenerated
{ "error": "example", "code": "example", "message": "example", "details": [ { "field": "example", "message": "example", "code": "example" } ]}Role permission or token scope missing
Media typeapplication/json
object
error
required
string
code
string
message
string
details
Array<object>
object
field
required
string
message
required
string
code
required
string
Examplegenerated
{ "error": "example", "code": "example", "message": "example", "details": [ { "field": "example", "message": "example", "code": "example" } ]}Rate limit exceeded
Media typeapplication/json
object
error
required
string
code
string
message
string
details
Array<object>
object
field
required
string
message
required
string
code
required
string
Examplegenerated
{ "error": "example", "code": "example", "message": "example", "details": [ { "field": "example", "message": "example", "code": "example" } ]}