Create a Proposal

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Overview

Creates a new proposal (quote) record.

The request body is a JSON object whose keys correspond to fields on the Proposal domain/entity.

The endpoint validates the data, inserts the proposal, designates the proposal as a Quote, and optionally attaches one or more lines of business.

This is the primary endpoint for programmatically creating quotes in Origami and is the first step in the quoting process.

Quotes vs. Proposals

In Origami, "quote" and "proposal" are not separate entities — they are both stored as Proposal records. The Type field distinguishes what kind of proposal it is:

Type CodeMeaning
NQuote
AApplication
EEndorsement
RRenewal
WRewrite
IReissue

A "quote" is a proposal with Type = "N".

Please note the possibility of receiving a 200 reponse to denote validation errors.

Query Params
string

A comma-separated list of PolicyLineID values to associate with the new proposal (e.g., "7,12,15").

boolean
Defaults to false

Controls whether the line-of-business-specific data sections are marked as completed on the proposal. Only applies when you have provided a value forpolicyLineIDs.

Body Params
string
required
Defaults to { "ProposalNumber": "Q-2026-001", "Status": "D", "Type": "N", "PolicySetID": 10, "EffectiveDate": "2026-07-01", "ExpirationDate": "2027-07-01", "CarrierID": 101, "StateID": 42, "InsuranceProgramID": 8, "ApplicationMember": { "Name": "Acme Corporation", "Street1": "123 Main St", "City": "Los Angeles", "StateID": 5, "PostalCode": "90001", "ContactName": "Jane Doe", "ContactEmail": "[email protected]", "ContactPhoneNumber": "310-555-0100" } }

A JSON object with key-value pairs mapping to Proposal entity fields. The request body schema matches the Proposal dataDictionary schema. Keys must be exact property names from the Proposal entity (case-sensitive). Unknown keys throw an error.

Nested Objects

FieldTypeDescription
ApplicationMemberobjectA nested object with member data fields. Used to create or associate a member as part of proposal creation.

Excluded Fields (cannot be set via API)

The following fields are managed by the system and cannot be set through the request body:

ProposalID, ClientID, EntryUserID, EntryDate, ModifiedUserID, ModifiedDate, Sequence, ApplicationJson, DaysCancelledJson, PolicyLines, ApplicationPageName, ApplicationGuid, ApplicationMemberName, DeepModifiedDate, InterviewFormState, LineItemCacheJson, VersionKeyTimeStampUTC, VersionKeyLocked, SystemStateJson

Proposal Statuses

CodeStatus
DIn Application
USubmitted
NNew
PProposed
AAccepted
CAccepted with Changes
RRejected
SPending Signature
ESigned
BBound
OError
XCancelled
0Unapplied
Response

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