API Access for Proposals & Estimates - Create from Template via External Integration
M
Mark Jones
We're building an internal automation tool that pre-fills and creates proposals directly from client meeting notes. The workflow works great in the GHL UI, but we've hit a wall: the Proposals & Estimates API endpoints are not accessible via Private Integration Tokens or OAuth marketplace apps.
Specifically, we need access to:
POST /proposals/templates/to-proposal/{locationId}/{templateId} - clone a proposal from a template
GET /proposals/document - list proposals
PATCH /proposals/document/{id} - update proposal name, contact, and line items
We've confirmed through the GHL marketplace scopes list that there is no proposals write scope available - only documents_contracts read and send-link scopes are exposed externally.
Use case: Account managers paste client meeting notes into a Claude AI tool, which extracts client details and recommended services, then automatically creates a draft proposal in GHL using the team's standard template. This reduces proposal creation time from 15+ minutes to under 2 minutes.
This is a high-value workflow for any agency using GHL for client proposals. Exposing the proposals API externally - even read/write scoped to sub-accounts - would unlock significant automation potential for the GHL developer community.
Requested scopes: proposals/document.readonly, proposals/document.write, proposals/template.readonly
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