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Deal.propose

Sends the buyer a Quote they accept to place an Order.

Action class
None
Approval
Runs on its own
Emits
Deal.proposed
Price
Free
POST https://api.sb/{your-domain}/deals/{deal}/propose

Its Inputs, Outputs, Effects and guards quote the hub’s Deal.propose; this page adds what each Venue honors, its limits and a worked call. It is one of the Verbs of CRM.

Inputs

NameTypeDefaultMeaning
dealDealRequiredThe qualified deal.
quoteQuoteRequiredThe Quote to send.

Outputs

FieldTypeWhat null means
dealDealNever null: the deal with its Quote out.

Effects

Action class

None: no approval rule names it, so it runs within its seat’s Permissions and Limits

Modes
  • try: Runs every check and returns the record as it would be; nothing is stored.
  • send: Returns a pending Action at once; Deal.proposed fires when it is done.
  • do: Waits for the Action to finish and returns the record.
Idempotency

Only with a key: the same Idempotency-Key and input return the first Action, and the same key with other input returns 409.

Saved or shared

Checks the discount Limit; above it, opens an Approval. Checks each Quote line’s discount against the discount Limit’s percent; a deeper line holds the Quote and opens an Approval.

Emits

Deal.proposed with { deal }

Performed by

Sales lead

Price

Free on your own account: the platform charges nothing for the call.

On each Venue

It acts on your own records and reaches no Venue, so every account answers the same way.

What try does

Runs every check the call meets and returns the record as it would be; nothing is stored, sent or posted.

Refuses when

The hub sets no guard of its own on this call: it refuses only on the shared checks every write meets (a missing record, a Permission the seat lacks).

When it waits

Returns in one response; nothing waits.

Example

In send mode the call returns its pending Action at once, and Deal.proposed delivers the result.

You, to your agent
Send Maria the annual quote, $1,788 for 1,100 doors.
Response, in send mode
{
  "mode": "send",
  "action": {
    "$id": "https://api.sb/leaseline.app/actions/action_Sd3kQ9vT2w",
    "operation": "Deal.propose",
    "status": "pending",
    "reason": "running"
  }
}

To retry, send the same Idempotency-Key: the retry returns the first answer for $0. A new key reads again.

Used by

Deal.assign

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Contact.merge

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