Save and reopen a seller proposal
- Proposals
- Booking
- 3 routes
How can a seller save a proposal and reopen it later?
This scenario explains how a seller can extend proposal persistence, find saved proposals later and reopen one proposal in detail. It fits assisted sales journeys where a quote needs to remain available beyond the initial session and be retrieved from a seller workspace.
The flow starts from an existing proposal_id, applies the extend_persistence operation, then lists saved proposals and finally opens the detailed proposal content for reuse.
Overview
This scenario helps a seller-facing application keep a proposal available over time and retrieve it later from a saved proposals list.
Prerequisites
- An existing
proposal_id. - A valid
x-api-key. Some retrieval steps also require anauthorizationheader. - The save action relies on the
extend_persistencePATCH operation.
Expected result
The seller can save a proposal for later reuse, list the saved proposals and reopen one proposal with its pricing, households and commercial details.
Process workflow
Legend:
Mandatory
Optional