• Proposal API Reference

  Use the SWELL API to create, update, clone, and manage proposals programmatically. This is useful for automating proposal creation from external tools, AI assistants, or custom integrations. All endpoints require authentication via Bearer token. Base URL: https://dashboard.swellsystem.com/api/v1 Create a Proposal with Sections POST /proposals/proposals Create a new proposal with structured sections and line items in a single request. Required fields: title (string) - TheFew readers

• Proposal Builder Overview

  The Proposal Builder in SWELLEnterprise lets you create professional, section-based proposals for your clients. Each proposal is built from modular sections that you can add, reorder, rename, and customize. Section Types The builder supports the following section types: Cover - Title page with your branding and client details Text - Rich text content for scope of work, terms, or any narrative Pricing Table - Structured pricing with line items, quantities, and totals. SuppFew readers

• Using Proposal Templates

  SWELLEnterprise supports two levels of proposal templates: Full Proposal Templates (entire proposal structures) and Section Templates (individual reusable sections). Full Proposal Templates A full proposal template saves all sections from an existing proposal so you can reuse the same structure for future proposals. Saving a Proposal as a Template Build your proposal with all desired sections in the Proposal Builder In the sidebar, find the Templates card Enter aFew readers