teamleader_quotation_create
Create a new quotation in Teamleader Focus for a specific deal, including line items, expiry settings, and document template.
Instructions
Create a new quotation in Teamleader Focus.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Quotation name/title | |
| text | No | Quotation text (Markdown) | |
| expiry | No | Expiry settings: {expires_after: "P30D", action_after_expiry: "lock"|"none"} | |
| deal_id | Yes | Deal UUID (required) | |
| grouped_lines | No | Quotation line items | |
| document_template_id | No | Document template UUID for PDF layout |