Accept a quote on the customer's behalf
setell_accept_quote_on_behalfAccept a sent quote on a customer's behalf after they confirmed outside the portal. Provide a short audit note explaining how the agreement was received.
Instructions
Mark a SENT quote ACCEPTED on the customer's behalf — they said yes by phone, meeting, or email outside the portal. Audit-flagged approvedOnBehalf. Ask for a short audit note ("confirmed by phone with Jane"). Get an explicit yes, then call with confirmed: true. Not for DRAFT quotes (setell_approve_quote first).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Short audit note on how the yes arrived. | |
| quoteId | Yes | The sent quote the customer accepted. | |
| confirmed | Yes | Must be true, only after the operator explicitly confirmed. |