Save and consult proposals for a customer
- Customers
- Booking
- 4 routes
How do I search, save, and later consult proposals for a customer?
This scenario explains how to create a proposal, qualify its attendees, save a proposal summary in a customer account, and retrieve the saved summaries later.
Overview
The route sequence POST/v3/proposals/search -> PUT/v3/proposals/{proposal_id}/attendees -> POST/v0/customers/{customer_id}/proposals_summary -> GET/v0/customers/{customer_id}/proposals_summary lets an operator persist proposal snapshots for later reuse.
Prerequisites
customer_idmust identify an existing customer account.- A proposal must exist before attendees can be attached or a summary can be saved.
accept-languageandx-api-keyare required on the documented calls.
Process workflow
Legend:
Mandatory
Optional
1
Search a proposal
Mandatory
POST/v3/proposals/search
S2
Attach attendees to the proposal
Mandatory
PUT/v3/proposals/{proposal_id}/attendees
S3
Save the proposal summary for a customer
Mandatory
POST/v0/customers/{customer_id}/proposals_summary
S4
Retrieve saved proposal summaries
Mandatory
GET/v0/customers/{customer_id}/proposals_summary
S