quotes_manage
Destructive
Quotes. save_draft (create, or edit by id), issue (numbers it), send (emails it with an accept link; confirm), record_outcome (accepted / declined after a conversation), convert (accepted → draft invoice), void, public_link (the accept link; revoke).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Edit this draft. Omit to create. | |
| to | No | Default: billing email, then the contact's email. | |
| lines | No | Line items: itemId (saved item, priced in this currency) or name + unitPrice for a one-off. Amounts are decimal strings. | |
| notes | No | ||
| terms | No | What the customer agrees to by accepting. | |
| action | Yes | ||
| reason | No | Declined: optional reason. | |
| revoke | No | public_link: turn the link off. | |
| charges | No | Charges below the subtotal (shipping, rush fee); a negative amount for a deposit or discount. | |
| message | No | Covering note; same tokens. | |
| outcome | No | ||
| sendVia | No | ||
| subject | No | Tokens {number} {business} {customer} {amount} {due}. | |
| currency | No | ISO 4217. Defaults from the billing profile. | |
| companyId | No | ||
| contactId | No | Create: one of contactId/companyId. | |
| issueDate | No | YYYY-MM-DD. Default today. | |
| validUntil | No | YYYY-MM-DD. Default issue date + 30 days. | |
| depositAmount | No | e.g. "500.00". Empty string removes. | |
| acceptedByName | No | Accepted: who said yes, e.g. "Dana (by phone)". | |
| depositPercent | No | e.g. "25". Empty string removes. |