create_offer
Create a new offer for a client by specifying contact details, dates, currency, language, and line items.
Instructions
Creates new offer
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| number | No | unique number - default value: 'next free number' | |
| contact_id | Yes | id of a contact | |
| contact_address_id | Yes | id of a contact's address | |
| contact_prepage_address_id | No | id of a contact's prepage address | |
| contact_person_id | No | id of a contact's person | |
| date | Yes | date of the offer | |
| valid_until | Yes | date that offer is valid until | |
| period_text | No | service/delivery | |
| currency | Yes | currency (e.g. CHF, EUR) | |
| vat_included | No | whether prices in offer include VAT - default value: false | |
| discount_rate | No | optional discount rate - default value: 0.0 | |
| discount_type | No | optional discount type; possible values: A - amount, P - in % - default value: 'P' | |
| accept_online | No | whether offer can be accepted online - default value: false | |
| language | Yes | language; possible values: de, en, es, fr, it | |
| signature_id | No | signature id | |
| layout_id | No | layout id | |
| notes | No | optional notes | |
| custom_fields | No | custom fields values | |
| positions | Yes | positions objects | |
| texts | No | texts objects | |
| free_texts | No | free texts objects |