dealdesk.create_quote
Create a draft quote for free-form or open positions with optional line items, options, and groups. Use company or contact IDs to resolve customer snapshots server-side.
Instructions
Create a classic draft quote with optional lineItems, options, and groups. Prefer companyId/contactId (Customer Directory) so snapshots are resolved server-side. Use this path for free-form / open positions; use create_quote_from_configuration for CPQ.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | ||
| groups | No | Selection groups (selectionType single|multi, lineItems[], …) | |
| options | No | Optional positions (defaultSelected, quantityEditable, …) | |
| currency | No | ||
| language | No | ||
| companyId | No | Customer Directory company id | |
| contactId | No | Customer Directory contact id | |
| lineItems | No | Included base positions (label, quantity, unitPrice, …) | |
| projectId | Yes | DealDesk project id (must match API key / OAuth project) | |
| opportunityId | No | ||
| customerReference | No | Optional explicit directory refs (companyId/contactId/relationshipId) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quote | Yes | Quote summary shown in the quote-totals widget | |
| idempotentReplay | No |