search_quotes
Find quotes in Autotask PSA by searching names, descriptions, or filtering by company, contact, or opportunity to quickly locate relevant business proposals.
Instructions
Search for quotes with optional filters
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | No | Filter by company ID | |
| contactId | No | Filter by contact ID | |
| opportunityId | No | Filter by opportunity ID | |
| pageSize | No | Number of results to return (default: 25, max: 100) | |
| searchTerm | No | Search term for quote name or description |
Input Schema (JSON Schema)
{
"properties": {
"companyId": {
"description": "Filter by company ID",
"type": "number"
},
"contactId": {
"description": "Filter by contact ID",
"type": "number"
},
"opportunityId": {
"description": "Filter by opportunity ID",
"type": "number"
},
"pageSize": {
"description": "Number of results to return (default: 25, max: 100)",
"maximum": 100,
"minimum": 1,
"type": "number"
},
"searchTerm": {
"description": "Search term for quote name or description",
"type": "string"
}
},
"required": [],
"type": "object"
}