Proposal and Reporting API Status

Current availability status for the deferred proposal and reporting resources that were previously documented for the external API.

AdvancedownermanagerdeveloperUpdated 2026-03-16

Proposal and Reporting API Status

The broader Phase 2 external API surface that was previously documented is not part of the current public `/api/v1` contract.

Today, the public API exposes only:

  • leads
  • clients
  • estimates
  • jobs
  • invoices
  • webhooks
  • openapi.json

Not Currently Public

The following resources remain internal and should not be treated as available public API endpoints:

  • Proposal-family routes such as commercial building, fleet, and holiday lights proposals
  • Proposal metadata routes such as templates and pipeline stages
  • Read-only reports and exports
  • Team and team activity snapshots
  • Schedule snapshots
  • Services and pricing snapshot endpoints

If you saw older docs, examples, or changelog entries referencing that larger surface, treat them as deferred roadmap material rather than a live contract.

Source Of Truth

Before building an integration, check the machine-readable contract at:

  • GET /api/v1/openapi.json

If an endpoint is not present there, do not assume it is supported publicly.

What To Use Instead

  • For customer lifecycle syncs, use the current public core resources plus outbound webhooks.
  • For internal proposal, reporting, pricing, and schedule workflows, continue using the CE Pro app directly.
  • For outbound change notifications, register webhook destinations through /api/v1/webhooks and verify signatures as described in Webhook Signing.

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