Present Proposal Layout

Generates a PDF/HTML rendering of a proposal's layout. Requires the company's layout_template policy to be enabled, the estimate must have is_proposal: true, and have a layout association configured. Runs fully synchronously (PDF generation + upload happen in-request, no job queue).

If the proposal has already reached APPROVED or AWAIT_SIGNATURE, only proposal_options marked is_accepted: true are rendered (post-approval, present shows only the winning option).

send_buffer: true bypasses the normal JSON envelope entirely and returns raw HTML directly.

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Path Params
string
required
Body Params
boolean

Returns JSON with pages/meta populated instead of a signed PDF URL.

boolean

Returns raw HTML (Content-Type: text/html) instead of the standard JSON response.

Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

Language
Credentials
Header
URL
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Response
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application/json
text/html