create_quote
Generate new quotes in Autotask by specifying company details, contact information, effective dates, and associated opportunities to streamline sales proposals.
Instructions
Create a new quote
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | Company ID for the quote | |
| contactId | No | Contact ID for the quote | |
| description | No | Quote description | |
| effectiveDate | No | Effective date (YYYY-MM-DD format) | |
| expirationDate | No | Expiration date (YYYY-MM-DD format) | |
| name | No | Quote name | |
| opportunityId | No | Associated opportunity ID |
Input Schema (JSON Schema)
{
"properties": {
"companyId": {
"description": "Company ID for the quote",
"type": "number"
},
"contactId": {
"description": "Contact ID for the quote",
"type": "number"
},
"description": {
"description": "Quote description",
"type": "string"
},
"effectiveDate": {
"description": "Effective date (YYYY-MM-DD format)",
"type": "string"
},
"expirationDate": {
"description": "Expiration date (YYYY-MM-DD format)",
"type": "string"
},
"name": {
"description": "Quote name",
"type": "string"
},
"opportunityId": {
"description": "Associated opportunity ID",
"type": "number"
}
},
"required": [
"companyId"
],
"type": "object"
}