Smart Pricing Table API

Automatically enabled when you configure Smart Pricing Table permissions in your agent workflow, or on a dashboard.

What It Does

Read proposals and templates with their client, status, totals, pages and pricing, their JSON export and viewing analytics

Create a proposal from a template or blank, and update, copy, star, archive and delete proposals

Read, create, update, order, copy, archive and delete pages, pricing groups, line items, modifications (add-ons, options, discounts) and side-by-side packages

Read the line item library, add library entries to a proposal, and create and update library entries

Email a finished proposal to the client

Permission Groups

Group	Covers
Proposals & Templates	Proposals and templates with their client, status, totals and settings, their export and analytics; create, update, copy, star, archive and delete
Pricing & Content	Pages, pricing groups, line items, modifications and side-by-sides, in proposals, templates and the library; create, update, order, copy, archive and delete
Sending & Status	Emailing a proposal to the client, which marks it Sent, and a proposal update that sets its status. No read in this group

Access Profiles

Profile	What runs on its own	What asks a technician
Read Only	Every read	No write is allowed; sending is off
Helpdesk	Every read	Every write, and sending
IT Admin	Every read; creating and updating proposals, pages and pricing	Sending a proposal, and changing its status
Full Automation	Every read and every write	Nothing

Safety Controls

Control	Behavior
No field lost on a whole-list update	When the agent saves a line item’s whole list of add-ons, Neo keeps each field it left out of an add-on, and keeps the custom fields it left out of a line item update
Status changes are sending	A proposal update that sets its status needs the Sending & Status group
Only documented calls	Neo sends only the calls in Smart Pricing Table’s published API, and refuses any other write. It never asks for the PDF, which it cannot read
The key’s own user	Neo acts as the user who made the API key, so Smart Pricing Table refuses what that user’s role may not do, and any edit to a proposal pending signature, won or lost

Getting started

Core

Triggered & Scheduled Agents

Chat Agents

Integrations

Product

Workflows

Customizing Neo

Smart Pricing Table API

What It Does

Permission Groups

Access Profiles

Safety Controls

​What It Does

​Permission Groups

​Access Profiles

​Safety Controls

What It Does

Permission Groups

Access Profiles

Safety Controls