> ## Documentation Index > Fetch the complete documentation index at: https://www.vollna.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Create proposal template > Creates a template with the dashboard defaults. Required: name, sender (from GET /proposal-senders), hourly_rate.rate and ai.instructions. All other update fields are accepted ## OpenAPI ````yaml post /proposal-templates openapi: 3.0.4 info: title: Vollna API description: API for managing Upwork profiles, proposals, results, and filters version: 1.0.0 servers: - url: https://api.vollna.com/v1 security: [] tags: - name: Profiles description: Manage Upwork profiles - name: Proposals description: Access and manage Upwork proposals - name: Results description: View monitoring results and projects - name: Filters description: Manage monitoring filters - name: Auto Bidding description: Manage auto bidding jobs and setups paths: /proposal-templates: post: tags: - Proposal Templates summary: Create proposal template description: >- Creates a template with the dashboard defaults. Required: name, sender (from GET /proposal-senders), hourly_rate.rate and ai.instructions. All other update fields are accepted requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/ProposalTemplateCreate' responses: '201': description: >- Template created; returns the same shape as GET /proposal-templates/{id} content: application/json: schema: type: object properties: data: $ref: '#/components/schemas/ProposalTemplate' '400': description: Invalid request body, or validation failed content: application/json: schema: $ref: '#/components/schemas/ValidationError' '500': description: Internal server error content: application/json: schema: $ref: '#/components/schemas/Error' security: - apiToken: [] components: schemas: ProposalTemplateCreate: allOf: - $ref: '#/components/schemas/ProposalTemplateUpdate' - type: object required: - name - sender - hourly_rate - ai description: >- Required on create: name, sender, hourly_rate.rate and ai.instructions. Everything else falls back to the dashboard defaults (visibility shared_admins, fixed price by job terms, A/B testing off) ProposalTemplate: type: object properties: id: type: integer example: 123 name: type: string nullable: true example: Web development visibility: type: string enum: - shared_view - shared_edit - shared_admins description: Who on the team can see and edit this template example: shared_admins sender: type: object description: Who bids with this template properties: name: type: string nullable: true description: Contractor or freelancer name example: John Smith type: type: string enum: - agency - freelancer - manual example: agency organization: type: string nullable: true description: >- Agency name for agency templates, Upwork team name for freelancer templates example: Acme Agency LLC hourly_rate: type: object properties: mode: type: string enum: - fixed - smart - flexible example: smart rate: type: number nullable: true description: Base rate; the default rate in flexible mode example: 50 smart_rate_min: type: number nullable: true description: Smart mode only example: 25 smart_rate_max: type: number nullable: true description: Smart mode only example: 120 smart_rate_percent: type: integer nullable: true description: 'Smart mode only: percent of the client''s budget' example: 98 rules_count: type: integer description: 'Flexible mode: number of budget rules' example: 0 increase_percent: type: number nullable: true description: Scheduled rate increase, percent example: null increase_frequency: type: string enum: - never - every-3-months - every-6-months - every-12-months example: never fixed_price: type: object properties: type: type: string enum: - by-job-terms - by-project example: by-job-terms price: type: number nullable: true description: 'by-project only: the same bid on every fixed-price job' min_price: type: number nullable: true description: 'by-job-terms only: minimum bid' client_budget_percent: type: integer nullable: true description: 'by-job-terms only: bid as a percent of the client''s budget' ai: type: object properties: model: type: string nullable: true description: Selected AI model; null means the default model example: gemini-3.6-flash instructions: type: string nullable: true description: AI instructions the generator follows example: Write like a human client_questions: type: string nullable: true description: >- Prompt for answering client screening questions; null when disabled example: Answer briefly additional_context: type: string nullable: true description: Additional context for generation; null when disabled template_structure: type: boolean description: Generated proposals follow the template structure filters: type: array description: Filters this template is assigned to items: type: object properties: id: type: integer name: type: string auto_bidding_setups: type: array description: Auto-bidding setups that bid with this template items: type: object properties: id: type: integer name: type: string ab_testing: type: boolean description: Cover letter variants rotate for A/B testing answers: type: array description: Targeted answers to client screening questions items: type: object properties: question: type: string example: Availability? answer: type: string example: Full time match_type: type: string example: exact attachments: type: array items: type: object properties: uid: type: string example: 9f1c2ab34de56f7890ab12cd34ef56ab name: type: string example: portfolio.pdf mime_type: type: string example: application/pdf size_bytes: type: integer example: 245760 cover_letters: type: object nullable: true description: >- Cover letter variants by A/B slot; null when template structure is disabled and the AI ignores them properties: variant_a: type: string nullable: true example: Hi, I build web apps with Symfony and React... variant_b: type: string nullable: true created_at: type: string format: date-time example: '2026-08-26T10:00:00+00:00' updated_at: type: string format: date-time example: '2026-08-26T10:00:00+00:00' ValidationError: type: object properties: error: type: string example: Validation failed fields: type: object description: Field errors keyed by dot path, all collected in one response additionalProperties: type: string example: hourly_rate.rate: must be a number between 3 and 999 ai.model: unknown model Error: type: object properties: error: type: string ProposalTemplateUpdate: type: object description: >- All fields optional; send only what you change. null clears or disables where noted properties: name: type: string maxLength: 255 description: Non-empty; null not allowed example: Web development sender: type: object description: >- Assign who bids with this template, from GET /proposal-senders. contractor_uid is required for agencies and not allowed for freelancer profiles. Switching an agency template to a freelancer sender makes it ineligible for auto-bidding required: - organization_id properties: organization_id: type: integer example: 15 contractor_uid: type: string example: contractor_abc123 hourly_rate: type: object description: Partial update of the hourly rate block properties: mode: type: string enum: - fixed - smart description: >- Flexible budget rules are managed in the dashboard and cannot be set here rate: type: number minimum: 3 maximum: 999 smart_rate_min: type: number minimum: 3 maximum: 999 description: Smart mode; effective min must not exceed effective max smart_rate_max: type: number minimum: 3 maximum: 999 smart_rate_percent: type: integer minimum: 1 maximum: 100 increase_percent: type: number nullable: true minimum: 0 increase_frequency: type: string enum: - never - every-3-months - every-6-months - every-12-months fixed_price: type: object properties: type: type: string enum: - by-job-terms - by-project price: type: number nullable: true minimum: 5 maximum: 1000000 min_price: type: number nullable: true minimum: 5 maximum: 1000000 client_budget_percent: type: integer nullable: true minimum: 1 maximum: 1000 ai: type: object properties: model: type: string nullable: true description: A model id from the catalog; null resets to the default model example: gemini-3.6-flash instructions: type: string maxLength: 10000 description: >- AI instructions the generator follows. Cannot be cleared: null and empty strings are rejected example: Write like a human client_questions: type: string nullable: true maxLength: 10000 description: Prompt for client screening questions; null disables the feature additional_context: type: string nullable: true maxLength: 10000 description: null disables the feature template_structure: type: boolean ab_testing: type: boolean answers: type: array maxItems: 50 description: Replaces the whole list items: type: object required: - question - answer - match_type properties: question: type: string maxLength: 500 example: Availability? answer: type: string maxLength: 5000 example: Full time match_type: type: string enum: - exact - contains - startsWith cover_letters: type: object description: Partial update of the A/B slots properties: variant_a: type: string nullable: true maxLength: 5000 description: null clears the slot variant_b: type: string nullable: true maxLength: 5000 visibility: type: string enum: - shared_view - shared_edit - shared_admins description: >- The API token acts with team admin rights; private is not available through the API securitySchemes: apiToken: type: apiKey name: X-API-TOKEN in: header description: API token for authentication ````