> ## Documentation Index > Fetch the complete documentation index at: https://docs.sagescreen.dev/llms.txt > Use this file to discover all available pages before exploring further. # Save deal as draft > Creates a new `ss_deal` post in `draft` status, or updates an existing draft. On first save generates `deal_uuid`, `deal_lookup_code`, and `quote_number`. Accepts all deal form fields. Calculates and stores computed financial values (year totals, commission, margin deduction). **Nonce:** `sagescreen_sales_calc` **Capability:** `ss_sales` or `ss_sales_admin` or `ss_admin_all` ## OpenAPI ````yaml /openapi/private/specs/wp/deal-internal.yml post /wp-admin/admin-ajax.php?action=sagescreen_save_deal openapi: 3.1.0 info: title: SageScreen — Deal Module description: > Enterprise deal lifecycle management. Deals represent sales proposals that flow through a multi-stage approval and payment pipeline before provisioning a council. **CPT:** `ss_deal` **Custom statuses:** `draft`, `ss_pending_approval`, `ss_approved`, `ss_customer_sent`, `ss_customer_approved`, `ss_customer_rejected`, `ss_invoiced`, `ss_paid`, `ss_closed`, `ss_lost` **Business rule:** Only Enterprise (E-SKU) products go through the deal/sales process. Packs and subscriptions are not sold via deals. Trials are Stripe-only. version: 1.0.0 servers: - url: https://{domain}/wp-json/sagescreen/v1 description: WordPress REST API variables: domain: default: api.sagescreen.app security: [] tags: - name: Deal REST description: REST API endpoints authenticated via X-API-Key - name: Deal AJAX description: AJAX endpoints authenticated via WordPress nonce + capability check paths: /wp-admin/admin-ajax.php?action=sagescreen_save_deal: post: tags: - Deal AJAX summary: Save deal as draft description: | Creates a new `ss_deal` post in `draft` status, or updates an existing draft. On first save generates `deal_uuid`, `deal_lookup_code`, and `quote_number`. Accepts all deal form fields. Calculates and stores computed financial values (year totals, commission, margin deduction). **Nonce:** `sagescreen_sales_calc` **Capability:** `ss_sales` or `ss_sales_admin` or `ss_admin_all` operationId: ajaxSaveDeal requestBody: required: true content: application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/SaveDealRequest' responses: '200': description: Deal saved content: application/json: schema: $ref: '#/components/schemas/AjaxSuccessWithDealId' example: success: true data: message: Deal saved successfully deal_id: 1042 '400': $ref: '#/components/responses/AjaxBadRequest' '403': $ref: '#/components/responses/AjaxForbidden' security: - wpAjaxNonce: [] components: schemas: SaveDealRequest: type: object description: | All deal form fields. Accepts both snake_case and camelCase keys (e.g. `customer_name` or `customerName`). Only `nonce` and `action` are strictly required; all other fields are optional on save. required: - nonce - action properties: nonce: type: string examples: - abc123def456 action: type: string enum: - sagescreen_save_deal - sagescreen_create_quote dealId: type: integer description: Existing deal post ID (omit for new deal) examples: - 1042 customerName: type: string examples: - Greenville City Council councilId: type: integer description: Linked council post ID (for existing customers) examples: - 312 contactFirstName: type: string examples: - Bob contactLastName: type: string examples: - Johnson contactTitle: type: string examples: - IT Director contactEmail: type: string format: email examples: - bob@greenville.gov contactPhone: type: string examples: - +1-555-123-4567 customerUrl: type: string format: uri examples: - https://greenville.gov customerIndustry: type: string examples: - Government companySize: type: string examples: - 51-200 companyRevenue: type: string examples: - $1M-$10M customerAddress: type: string examples: - 100 Main Street customerAddress2: type: string examples: - Suite 200 customerCity: type: string examples: - Greenville customerState: type: string examples: - SC customerZip: type: string examples: - '29601' customerCountry: type: string examples: - US numSages: type: integer examples: - 5 creditInputMode: type: string examples: - direct numCredits: type: integer examples: - 500 screensPerRole: type: integer examples: - 100 extraCredits: type: integer examples: - 0 creditsFloor: type: integer examples: - 100 creditsCeiling: type: integer examples: - 1000 tierLite: type: integer description: Percentage (0-100) examples: - 20 tierCore: type: integer examples: - 60 tierAdvanced: type: integer examples: - 20 onboardingType: $ref: '#/components/schemas/OnboardingType' whiteGlovePrice: type: number format: float examples: - 5000 addonCustomBranding: type: boolean examples: - true addonCustomUrl: type: boolean examples: - false addonPrioritySupport: type: boolean examples: - true compliance: type: string description: JSON-encoded array of compliance tags examples: - '["hipaa","soc2"]' integrations: type: string description: JSON-encoded array of integration tags examples: - '["salesforce","workday"]' pricePerCredit: type: number format: float examples: - 2.5 pricePerSage: type: number format: float examples: - 125 growthRate: type: number format: float description: Annual growth percentage examples: - 15 priceIncreaseRate: type: number format: float description: Annual price increase percentage examples: - 3 discountMode: $ref: '#/components/schemas/DiscountMode' discountPercent: type: number format: float examples: - 10 discountDollar: type: number format: float examples: - 0 hasReferral: type: boolean examples: - false expenseMonthly: type: number format: float examples: - 0 expenseAnnual: type: number format: float examples: - 0 expenseOnetime: type: number format: float examples: - 0 customerNotes: type: string examples: - Includes complimentary onboarding session. quoteExpirationDays: type: integer examples: - 5 AjaxSuccessWithDealId: type: object properties: success: type: boolean const: true data: type: object properties: message: type: string examples: - Deal saved successfully deal_id: type: integer examples: - 1042 OnboardingType: type: string enum: - self_serve - white_glove description: Onboarding tier selection DiscountMode: type: string enum: - percent - dollar - '' description: How the discount is expressed AjaxErrorResponse: type: object description: WordPress AJAX error envelope (wp_send_json_error) required: - success - data properties: success: type: boolean const: false data: oneOf: - type: object properties: message: type: string description: Human-readable error message examples: - Deal not found errors: type: array description: Validation error list (submit_deal only) items: type: string examples: - - Customer name is required - Contact email is required redirect_edit: type: boolean description: Whether front end should redirect to edit form examples: - true edit_url: type: string description: URL to redirect to for fixing validation errors examples: - /admin/sales/calc?deal=1042 - type: string description: Simple error message string examples: - Deal not found responses: AjaxBadRequest: description: Bad request — missing or invalid parameters content: application/json: schema: $ref: '#/components/schemas/AjaxErrorResponse' example: success: false data: message: Invalid deal ID AjaxForbidden: description: User does not have the required capability content: application/json: schema: $ref: '#/components/schemas/AjaxErrorResponse' example: success: false data: message: You do not have permission to perform this action securitySchemes: wpAjaxNonce: type: apiKey in: query name: nonce description: | WordPress AJAX nonce — either `sagescreen_frontend_nonce` or `sagescreen_sales_calc` depending on the endpoint (see each endpoint description). Sent as a form field in the POST body. ````