accelo_create_quote
Creates a new quote (proposal) in Accelo tied to a prospect or other object, letting you set title, expiry, notes, and published HTML content.
Instructions
Create a new quote (proposal).
Args: title: Quote title (required) against_type: Object type (required) — typically 'prospect' against_id: Object ID (required) affiliation_id: Affiliation ID for the client contact manager_id: Staff ID for the quote manager date_expiry: Expiry date (unix timestamp) notes: Additional notes introduction: HTML introduction for the published quote conclusion: HTML conclusion for the published quote terms_and_conditions: HTML terms and conditions fields: Additional fields to return
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | ||
| title | Yes | ||
| fields | No | ||
| against_id | Yes | ||
| conclusion | No | ||
| manager_id | No | ||
| date_expiry | No | ||
| against_type | Yes | ||
| introduction | No | ||
| affiliation_id | No | ||
| terms_and_conditions | No |