Saves changes to a document's fields, options and line items in one request. A proposal or contract can only be changed while it is a draft; once it is sent it is locked. Estimates can be changed until they are voided.

Send the changes inside an agreement object:

• title, description, terms and valid_until.
• tax_rate, a percentage from 0 to 100. Leave it empty to use the company's sales tax rate.
• target_margin_pct, the margin the rep is aiming for, as a percentage below 100.
• agreement_options_attributes: one entry per option. Include id to change an existing option (name, scope_description, recommended), omit it to add one, or send _destroy: true to remove it.
• Inside an option, agreement_line_items_attributes works the same way for its lines: description, category, quantity, product_unit_id, unit_price, unit_cost, product_id and position. A blank unit_cost means the cost is unknown, and the option's cost and margin are then left empty.

Totals and tax are recalculated on save. By default the response is empty; pass include=proposal (or include=contract) to get the saved document back with its recalculated totals. The token's role must be allowed to prepare estimates, and must either have access to all records or be the sales rep assigned to the deal.