accelo_update_quote
Modify an existing quote's details, such as title, expiry date, notes, and client portal access. Use it to keep quote records current without creating duplicates.
Instructions
Update an existing quote.
Args: id: Quote ID (required) title: New title affiliation_id: New affiliation ID manager_id: New manager staff ID date_expiry: New expiry date (unix timestamp) notes: New notes introduction: New HTML introduction conclusion: New HTML conclusion terms_and_conditions: New HTML terms client_portal_access: "1" or "0" for portal access fields: Additional fields to return
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ||
| notes | No | ||
| title | No | ||
| fields | No | ||
| conclusion | No | ||
| manager_id | No | ||
| date_expiry | No | ||
| introduction | No | ||
| affiliation_id | No | ||
| client_portal_access | No | ||
| terms_and_conditions | No |