Retrieving Proposal Field Values from Account

This API fetches the field values of the proposal object that are required to create a proposal from an account. You can use the fetched values to create a new proposal.

API	Signature
`createProposalFromAccount`	webService static Apttus_Proposal__Proposal__c createProposalFromAccount(Id accountId, Id recordTypeId)

Request Parameter
Name	Type	Description
accountID	ID	The ID of the account you need to retrieve values from.
recordTypeId	ID	Record Type of the proposal object

Response - Apttus_Proposal__Proposal__c
Field	Type	Description
RecordTypeId	ID	Record Type of the proposal object
Apttus_Proposal__Proposal_Name__c	String	The name of the proposal.
Apttus_Proposal__Account__c	ID	The Id of the account associated with the proposal.
Apttus_Proposal__Primary_Contact__c	ID	The primary contact associated with the proposal.
Apttus_Proposal__Description__c	String	The description of the proposal.
Apttus_Proposal__Primary__c	Boolean	Indicates whether the proposal is the primary quote to update the related opportunity.
Apttus_Proposal__ReadyToGenerate__c	Boolean	Indicates whether the proposal is ready for generation.
Apttus_Proposal__ReadyToPresent__c	Boolean	Indicates whether the proposal is ready for presentation.
OwnerId	ID	The ID of the proposal object.
CurrencyIsoCode	String	The currency defined for the proposal.

Code Sample

The sample code below enables you to retrieve the proposal field values of the account associated with the account ID that you provide. You can use the standard createRecord API to create the proposal.

/**
 * The below method demonstrates fetch the values proposal field values from an existing account
 */
public static Apttus_Proposal__Proposal__c createProposal(Id accountID) {
Apttus_Proposal__Proposal__c newProposalSO = new Apttus_Proposal__Proposal__c();
ID proposalRecordTypeID = [select ID FROM recordType where sObjectType='Apttus_Proposal__Proposal__c' AND Name = ‘Proposal’ LIMIT 1].Id;
newProposalSO = Apttus_Proposal.ProposalWebService.createProposalFromAccount(accountID, proposalRecordTypeID);
   	return newProposalSO;
}

CODE

Integration Details

Use the following information in your integrations with CPQ Web Services API. Refer to Integrating Conga with External Systems for information on how to get started.

Retrieve Proposal information
Create Proposal record

API Prerequisites

None.

Response/Request XML

Example Request

<soapenv:Envelope
    xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
    xmlns:prop="http://soap.sforce.com/schemas/class/Apttus_Proposal/ProposalWebService">
    <soapenv:Header>
        <prop:SessionHeader>
            <prop:sessionId>00DZ000000NAEIA!ASAAQKosATSpsGeD7FUh4RDI18xnzIFPe80Mk89ejrAmDrCBY2lmyJKQjKvuwj3TvT71r6g_epvbo6FeqKUPfmSookHTttOu</prop:sessionId>
        </prop:SessionHeader>
    </soapenv:Header>
    <soapenv:Body>
        <prop:createProposalFromAccount>
            <prop:accountId>001Z000001UtoRL</prop:accountId>
        </prop:createProposalFromAccount>
    </soapenv:Body>
</soapenv:Envelope>

XML

Example Response

<soapenv:Envelope
    xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
    xmlns="http://soap.sforce.com/schemas/class/Apttus_Proposal/ProposalWebService"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
    <soapenv:Body>
        <createProposalFromAccountResponse>
            <result xsi:type="Apttus_Proposal__Proposal__c">
                <Id xsi:nil="true"/>
                <Apttus_Proposal__Account__c>001Z000001V13ovIAB</Apttus_Proposal__Account__c>
                <Apttus_Proposal__Primary__c>false</Apttus_Proposal__Primary__c>
                <Apttus_Proposal__Proposal_Name__c>Auto_API_Account</Apttus_Proposal__Proposal_Name__c>
                <Apttus_Proposal__ReadyToGenerate__c>true</Apttus_Proposal__ReadyToGenerate__c>
                <Apttus_Proposal__ReadyToPresent__c>true</Apttus_Proposal__ReadyToPresent__c>
                <CurrencyIsoCode>USD</CurrencyIsoCode>
                <OwnerId>0050U000000r444QAA</OwnerId>
            </result>
        </createProposalFromAccountResponse>
    </soapenv:Body>
</soapenv:Envelope>

XML

Creating a Proposal

Use data from the Response to create the proposal. The following example uses the createRecord() method to create the Proposal object.

Example Request

<soapenv:Envelope
    xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
    xmlns:urn="urn:enterprise.soap.sforce.com"
    xmlns:urn1="urn:sobject.enterprise.soap.sforce.com"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
    <soapenv:Header>
        <urn:SessionHeader>
            <urn:sessionId>00DZ000000NAEIA!ASAAQKosATSpsGeD7FUh4RDI18xnzIFPe80Mk89ejrAmDrCBY2lmyJKQjKvuwj3TvT71r6g_epvbo6FeqKUPfmSookHTttOu</urn:sessionId>
        </urn:SessionHeader>
    </soapenv:Header>
    <soapenv:Body>
        <urn:create>
            <urn:sObjects xsi:type="urn1:Apttus_Proposal__Proposal__c">
                <urn1:Apttus_Proposal__Proposal_Name__c>Auto_API_Account</urn1:Apttus_Proposal__Proposal_Name__c>
                <urn1:Apttus_Proposal__Account__c>001Z000001V13ovIAB</urn1:Apttus_Proposal__Account__c>
                <urn1:Apttus_Proposal__Primary__c>false</urn1:Apttus_Proposal__Primary__c>
                <urn1:Apttus_Proposal__ReadyToGenerate__c>true</urn1:Apttus_Proposal__ReadyToGenerate__c>
                <urn1:Apttus_Proposal__ReadyToPresent__c>true</urn1:Apttus_Proposal__ReadyToPresent__c>
                <urn1:CurrencyIsoCode>USD</urn1:CurrencyIsoCode>
                <urn1:Apttus_Proposal__Opportunity__c>006Z000000Gr9OD</urn1:Apttus_Proposal__Opportunity__c>
                <urn1:Apttus_QPConfig__PriceListId__c>a1De0000001yPXQ</urn1:Apttus_QPConfig__PriceListId__c>
            </urn:sObjects>
        </urn:create>
    </soapenv:Body>
</soapenv:Envelope>

XML

Example Response

<soapenv:Envelope
    xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
    xmlns="http://soap.sforce.com/schemas/class/Apttus_Proposal/ProposalWebService"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
    <soapenv:Body>
        <createProposalFromAccountResponse>
            <result xsi:type="Apttus_Proposal__Proposal__c">
                <Id xsi:nil="true"/>
                <Apttus_Proposal__Account__c>001Z000001V13ovIAB</Apttus_Proposal__Account__c>
                <Apttus_Proposal__Primary__c>false</Apttus_Proposal__Primary__c>
                <Apttus_Proposal__Proposal_Name__c>Auto_API_Account</Apttus_Proposal__Proposal_Name__c>
                <Apttus_Proposal__ReadyToGenerate__c>true</Apttus_Proposal__ReadyToGenerate__c>
                <Apttus_Proposal__ReadyToPresent__c>true</Apttus_Proposal__ReadyToPresent__c>
                <CurrencyIsoCode>USD</CurrencyIsoCode>
                <OwnerId>0050U000000r444QAA</OwnerId>
            </result>
        </createProposalFromAccountResponse>
    </soapenv:Body>
</soapenv:Envelope>

XML