Update proposal

Overview

Use the updateProposal method via SOAP API 6.0 to update the details of a proposal or quote.

Request parameters

Request sample

<?php

require ('PATH_TO_AUTH');

$proposalID = "0573e71d-38bb-4d61-88ca-b3c557517c68";

try {
    $result = $soapClient->getProposalById($sessionID, $proposalID);
    echo "Fetching Proposal ID: {$proposalID} </br>";
}
catch (SoapFault $e) {
    echo "Could not fetch proposal: " . $e->getMessage();
    exit;
}

$result->Name = "Updated proposal name";
$result->UserId = "myuser";
$result->BillTo->FirstName = "Billing Contact first name";
$result->BillTo->LastName = "Billing Contact last name";
$result->BillTo->Email = "contact@email.com";
$result->BillTo->Country = "US";
$result->BillTo->State = "California";
$result->BillTo->vatCode = "85421564";
$result->BillTo->City = "San Francisco";
$result->BillTo->Address = "Street name No. 9 San Francisco, California";
$result->SellTo->FirstName = "Contact first name";
$result->SellTo->LastName = "Contact last name";
$result->SellTo->Email = "contact@email.com";
$result->SellTo->Country = "US";
$result->SellTo->State = "California";
$result->SellTo->City = "San Francisco";
$result->SellTo->Address = "Street name No. 5 San Francisco, California";

try {
    $updateResult = $soapClient->updateProposal($sessionID, $result->ProposalId, $result);
    echo "New proposal created: </br>", 
    var_dump($updateResult);
}
catch (SoapFault $e) {
    echo "Could not create proposal: " . $e->getMessage();
    exit;
}

Request sample with prorationDate

<?php

        require ('PATH_TO_AUTH');

        $proposalID = "0573e71d-38bb-4d61-88ca-b3c557517c68";

        try {
            $result = $soapClient->getProposalById($sessionID, $proposalID);
            echo "Fetching Proposal ID: {$proposalID} </br>";
        }
        catch (SoapFault $e) {
            echo "Could not fetch proposal: " . $e->getMessage();
            exit;
        }

        $result->Content->LineItems[0]->ProrationData = "2020-11-14T15:28:56+00:00";

        try {
            $updateResult = $soapClient->updateProposal($sessionID, $result->ProposalId, $result);
            echo "New proposal created: </br>",
            var_dump($updateResult);
        }
        catch (SoapFault $e) {
            echo "Could not create proposal: " . $e->getMessage();
            exit;
        }

Request sample with vatCode

<?php

        require ('PATH_TO_AUTH');

        $proposalID = "0573e71d-38bb-4d61-88ca-b3c557517c68";

        try {
            $result = $soapClient->getProposalById($sessionID, $proposalID);
            echo "Fetching Proposal ID: {$proposalID} </br>";
        }
        catch (SoapFault $e) {
            echo "Could not fetch proposal: " . $e->getMessage();
            exit;
        }

        $result->Name = "Updated proposal name";
        $result->UserId = "myuser";
        $result->BillTo->FirstName = "Billing Contact first name";
        $result->BillTo->LastName = "Billing Contact last name";
        $result->BillTo->Email = "contact@email.com";
        $result->BillTo->Country = "US";
        $result->BillTo->State = "California";
        $result->BillTo->City = "San Francisco";
        $result->BillTo->Address = "Street name No. 9 San Francisco, California";
        $result->SellTo->FirstName = "Contact first name";
        $result->SellTo->LastName = "Contact last name";
        $result->SellTo->Email = "contact@email.com";
        $result->SellTo->Country = "US";
        $result->SellTo->State = "California";
        $result->SellTo->vatCode = "85421564";
        $result->SellTo->City = "San Francisco";
        $result->SellTo->Address = "Street name No. 5 San Francisco, California";

        try {
            $updateResult = $soapClient->updateProposal($sessionID, $result->ProposalId, $result);
            echo "New proposal created: </br>", 
            var_dump($updateResult);
        }
        catch (SoapFault $e) {
            echo "Could not create proposal: " . $e->getMessage();
            exit;
        }

Request sample with TaxExemptionId

<?php

        require ('PATH_TO_AUTH');

        $proposalID = "0573e71d-38bb-4d61-88ca-b3c557517c68";

        try {
            $result = $soapClient->getProposalById($sessionID, $proposalID);
            echo "Fetching Proposal ID: {$proposalID} </br>";
        }
        catch (SoapFault $e) {
            echo "Could not fetch proposal: " . $e->getMessage();
            exit;
        }

        $result->Name = "Updated proposal name";
        $result->UserId = "myuser";
        $result->BillTo->FirstName = "Billing Contact first name";
        $result->BillTo->LastName = "Billing Contact last name";
        $result->BillTo->Email = "contact@email.com";
        $result->BillTo->Country = "US";
        $result->BillTo->State = "California";
        $result->BillTo->City = "San Francisco";
        $result->BillTo->Address = "Street name No. 9 San Francisco, California";
        $result->SellTo->FirstName = "Contact first name";
        $result->SellTo->LastName = "Contact last name";
        $result->SellTo->Email = "contact@email.com";
        $result->SellTo->Country = "US";
        $result->SellTo->State = "California";
        $result->SellTo->TaxExemptionId = "85421564";
        $result->SellTo->City = "San Francisco";
        $result->SellTo->Address = "Street name No. 5 San Francisco, California";

        try {
            $updateResult = $soapClient->updateProposal($sessionID, $result->ProposalId, $result);
            echo "New proposal created: </br>", 
            var_dump($updateResult);
        }
        catch (SoapFault $e) {
            echo "Could not create proposal: " . $e->getMessage();
            exit;
        }

Response

The updateProposal call via SOAP API 6.0 returns the Proposal object.