add_section
ChatGPTAdd a new rich text section to a proposal, for content the built-in sections don't cover (for example case studies, guarantees, or an FAQ). Returns the new section_key; pass body_html to write the content in the same call, or write it later with update_proposal text_sections. By default the section is appended at the end; pass insert_after with an existing section_key to place it right after that section. Works without an account.
apply_branding
ChatGPTBrand the proposal with your own business's logo and colors. Pass your website URL; the app fetches it and extracts your logo and brand colors and applies them as the proposal's branding, which appears as the sender (the business the proposal is from). Use the sender's own site, not the client's: the client appears only as the named recipient, never as the author. Never browse the site, and never generate, guess, or hand-supply a logo or colors. If the user wants their proposal branded but gives no URL, ask for their business's website. Falls back to the neutral professional default when a site has no usable branding. Works without an account.
apply_branding
ChatGPTBrand the proposal with your own business's logo and colors. Pass your website URL; the app fetches it and extracts your logo and brand colors and applies them as the proposal's branding, which appears as the sender (the business the proposal is from). Use the sender's own site, not the client's: the client appears only as the named recipient, never as the author. Never browse the site, and never generate, guess, or hand-supply a logo or colors. If the user wants their proposal branded but gives no URL, ask for their business's website. Falls back to the neutral professional default when a site has no usable branding. Works without an account.
create_proposal
ChatGPTCreate a new proposal draft and get a hosted preview link immediately. Works without an account. Every section starts empty: write the content with update_proposal, addressing sections by the keys in the result. To brand the proposal with your business's logo and colors, call apply_branding with your website URL; the app fetches and extracts the branding itself, so don't browse the site yourself. The result also includes a claim_token for editing the draft in later calls.
create_proposal
ChatGPTCreate a new proposal draft and get a hosted preview link immediately. Works without an account. Every section starts empty: write the content with update_proposal, addressing sections by the keys in the result. To brand the proposal with your business's logo and colors, call apply_branding with your website URL; the app fetches and extracts the branding itself, so don't browse the site yourself. The result also includes a claim_token for editing the draft in later calls.
duplicate_proposal
ChatGPTCreate a copy of an existing proposal as a new draft. Client identity is cleared so the copy can be adapted for a new recipient.
duplicate_proposal
ChatGPTCreate a copy of an existing proposal as a new draft. Client identity is cleared so the copy can be adapted for a new recipient.
export_pdf
ChatGPTGet a link that downloads the proposal as a PDF. For drafts the download starts automatically when the link opens.
export_pdf
ChatGPTGet a link that downloads the proposal as a PDF. For drafts the download starts automatically when the link opens.
get_proposal
ChatGPTGet a proposal's status, totals, link, and section keys. The full document stays on the hosted page.
get_proposal
ChatGPTGet a proposal's status, totals, link, and section keys. The full document stays on the hosted page.
list_proposals
ChatGPTList the signed-in account's proposals with status and links, most recently updated first.
list_proposals
ChatGPTList the signed-in account's proposals with status and links, most recently updated first.
publish_proposal
ChatGPTPublish a proposal to its hosted link and return the link. A draft created before sign-in is attached to your account automatically.
publish_proposal
ChatGPTPublish a proposal to its hosted link and return the link. A draft created before sign-in is attached to your account automatically.
remove_section
ChatGPTRemove a section from a proposal by its section_key, deleting its content permanently. Works on both template sections the user doesn't need (for example timeline or about) and sections added with add_section. The cover cannot be removed. Confirm with the user before removing a section that has content. Works without an account.
update_proposal
ChatGPTUpdate a proposal. text_sections writes rich text sections by section_key, cover sets the cover heading and overview, pricing replaces the pricing table. Section keys come from create_proposal or get_proposal results.
update_proposal
ChatGPTUpdate a proposal. text_sections writes rich text sections by section_key, cover sets the cover heading and overview, pricing replaces the pricing table. Section keys come from create_proposal or get_proposal results.
