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Reference your Items when creating Proposals via the API

New·
Matt BesseyMatt Bessey

When creating a Proposal through the Payaca API, integrations previously had to specify every line item from scratch - duplicating the pricing, tax settings, and descriptions you'd already configured in Payaca. If anything changed, both systems needed updating.

Now the API can reference your existing Items directly. A Proposal built this way automatically inherits each Item's pricing, materials, tax settings, attachments, and more - just like creating a Proposal in the Payaca web app.

A new Items endpoint lets integrations discover your catalogue, and Item references work across required, optional, and multi-choice groups, so even complex Proposals can be assembled from your existing Items.

For full details, see the API documentation.