Add an Option to a Proposal Area
POST …/area//option — Adds a Draft option to a proposal area. Max 3 options per area. Accepts an optional client description and installer notes.
Headers
Accept Header
application/json Application Id
A date timestamp of the request
A signature for the request
User API Key
Path Parameters
Unique ID of the proposal (not the proposal number).
Unique ID of the area within the proposal where the option will be created. The area must exist for the given proposal.
Body
(Optional) Client‑facing description to show to customers. Keep concise and user-focused, e.g. 'Premium Installation Package'.
(Optional) Internal notes for installers or administrators (installer description). Not shown to clients; use for technical details, special instructions, or compatibility notes.
Response
Success
Detailed proposal representation
Unique identifier for the proposal. Use this id for subsequent API calls that reference the proposal.
UTC timestamp when the proposal was initially created. Returned in ISO 8601 format.
UTC timestamp when the proposal was last modified by any user or system process.
UTC timestamp when the proposal was last modified by a human user (not an automated system update).
Financial totals, discounts, tax, and currency values for the proposal
Proposal number unique within the dealer account.
Display name of the proposal.
The current status of the resource.
Undefined, Draft, Submitted, ViewedByClient, Accepted, Declined, Delayed, Completed, EmailFailed, Expired Dealer information
User summary returned within proposal detail responses
UTC timestamp when the client last accepted or declined the proposal. Null if no client decision has been recorded.
UTC timestamp when the proposal last reached a completed state, if applicable.
List of change orders associated with this proposal. Each item contains details of scope changes, price adjustments, and approval state.
UTC timestamp when the proposal was last submitted to the customer.
UTC timestamp when the customer last opened the proposal viewer link.
Customer contact
Absolute URL of the proposal cover image, when one is available.
The about us text for the company profile.
A description of the project.
The list of areas.
Profit summary for the proposal
Recurring service summary associated with the proposal.
Payment schedule configuration for the proposal, including the customer-facing description and individual payment milestones.
Payment requests already issued for this proposal.
The terms and conditions for the project.