Creating Proposal Document with Draft Indication

You can use this API to create proposal documents for the given format, template name, document type, protection level, and an indicator of whether the document is a draft or final document. As a callback action, the API creates a task for further action.

API	Signature
generateDoc2	webService static Id generateDoc2(Id templateId, Id proposalId, String pLevel, String docFormat, Boolean isDraft, String sessionId, String serverUrl)

Request Parameter
Name	Type	Required?	Description
templateId	ID	Yes	The ID of the template you want to use for the proposal.
proposalId	ID	Yes	The ID of the proposal for which you want to generate the document.
pLevel	String	Yes	The protection level you want to apply on the document
docFormat	String	Yes	The format in which you want to generate the document. The valid values for this parameter are listed below: PDF DOC DOCX RTF
isDraft	Boolean	Yes	Indicate whether the generated document is a draft or a final document.
sessionId	String	Yes	The session ID you want to use for the callback.
serverUrl	String	Yes	The server URL you want to use for the callback.

Response Parameter
Field	Type	Description
documentID	ID	The ID of the generated document.

Code Sample

The sample code below enables you to create a proposal document by providing a valid proposal ID, template name, protection level, format, draft state. After the execution, it returns the proposal document ID.

/**
 * The below method demonstrates how to create draft or final proposal document by passing the proposal ID(auto generated ID as record name),
 * template name, protection level, document format and isDraft indicator.
 * Possible protection levels are: 
 *  - Full access,
 *  - Insert comments and tracked changes only, 
 *  - Insert comments only, 
 *  - Fill in form fields only and
 *  - Read only
*/
public Id createDocumentForQuote(String ProposalID, String templateName, String protectionLevel, String docFormat, Boolean isDraft){
    Id documentId;
    Id proposalSOId = [SELECT ID FROM Apttus_Proposal__Proposal__c WHERE Name = :ProposalID LIMIT 1].Id;
    Id templateSOId = [SELECT Id, Name FROM Apttus__APTS_Template__cWHERE Name = :templateName AND Apttus__IsActive__c = TRUE LIMIT 1].Id;
    if (proposalSOId != null &&  templateSOId != null) 
	{
        String serverUrl;
        Apttus_Proposal__ProposalSystemProperties__c prop = Apttus_Proposal__ProposalSystemProperties__c.getInstance('System Properties');

        if (prop.Apttus_Proposal__EnableFile__c	) 
		{
			serverUrl = URL.getSalesforceBaseUrl().toExternalForm()
						+ '/services/Soap/u/50.0/' + UserInfo.getOrganizationId();

        } 
		else
		{
        	serverUrl = URL.getSalesforceBaseUrl().toExternalForm() 
                	  + '/services/Soap/u/50.0/' + UserInfo.getOrganizationId();    
        }
 
		documentId = Apttus_Proposal.MergeWebService.generateDoc2(templateSOId,
                                                                  proposalSOId,
                                                                  protectionLevel,
                                                                  docFormat,
                                                                  isDraft,
                                                                  userInfo.getSessionId(),
                                                                  serverUrl);
    }
    return documentId;
}

CODE