dealdesk.apply_quote_preset
Preview or apply a quote preset onto a draft quote. confirm=false writes nothing and returns empty, missing, and stale lines.
Instructions
Preview or apply a quote preset onto a draft quote. confirm=false writes nothing and returns empty, missing, and stale lines. confirm=true writes only after mode replace|append|merge (unless the quote has no positions), a freeText|omit choice for every missing product, and priceChoice keep|refresh when prices differ. Refused for accepted, declined, or shared quotes and for a currency mismatch.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | ||
| confirm | No | false previews. true writes after the user has chosen. | |
| quoteId | Yes | ||
| presetId | Yes | ||
| projectId | No | DealDesk project id. Omit when the OAuth token or API key authorizes exactly one project. Required when Connect authorized several projects. | |
| priceChoice | No | ||
| missingLines | No | Choices for products no longer in the portfolio: { lineId, action: freeText|omit } |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| empty | No | ||
| quote | No | ||
| stale | No | ||
| confirm | No | ||
| missing | No |