> ## 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.

# Send deal to customer

> Generates a customer approval token, builds approve/reject URLs, and
sends a branded email to the contact with an optional personal note
from the sales rep. Attaches the quote PDF if it exists. Transitions
status to `ss_customer_sent`.

Status guard: deal must be in `ss_approved`, `ss_customer_sent`, or
`ss_customer_rejected`.

**Nonce:** `sagescreen_frontend_nonce`
**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_send_deal_to_customer
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_send_deal_to_customer:
    post:
      tags:
        - Deal AJAX
      summary: Send deal to customer
      description: |
        Generates a customer approval token, builds approve/reject URLs, and
        sends a branded email to the contact with an optional personal note
        from the sales rep. Attaches the quote PDF if it exists. Transitions
        status to `ss_customer_sent`.

        Status guard: deal must be in `ss_approved`, `ss_customer_sent`, or
        `ss_customer_rejected`.

        **Nonce:** `sagescreen_frontend_nonce`
        **Capability:** `ss_sales` or `ss_sales_admin` or `ss_admin_all`
      operationId: ajaxSendDealToCustomer
      requestBody:
        required: true
        content:
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
                - nonce
                - action
                - deal_id
              properties:
                nonce:
                  type: string
                  examples:
                    - abc123def456
                action:
                  type: string
                  const: sagescreen_send_deal_to_customer
                deal_id:
                  type: integer
                  examples:
                    - 1042
                note:
                  type: string
                  description: Optional personal note included in the customer email
                  examples:
                    - Hi Bob, here is the revised pricing we discussed.
      responses:
        '200':
          description: Deal sent to customer
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AjaxSuccessWithDealId'
              example:
                success: true
                data:
                  message: Deal sent to bob@greenville.gov
                  deal_id: 1042
        '400':
          description: Bad request or status guard violation
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AjaxErrorResponse'
              examples:
                invalidStatus:
                  summary: Deal not in sendable status
                  value:
                    success: false
                    data:
                      message: >-
                        Deal must be approved before sending to customer
                        (current: draft)
                noEmail:
                  summary: No contact email on the deal
                  value:
                    success: false
                    data:
                      message: No contact email on this deal
        '403':
          $ref: '#/components/responses/AjaxForbidden'
      security:
        - wpAjaxNonce: []
components:
  schemas:
    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
    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:
    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.

````