dealdesk.create_quote_from_configuration
Generates a quote from a published CPQ Portfolio configuration, with optional layout controls for groups, options, and editable quantities. Commercial amounts remain server-evaluated.
Instructions
Create a quote from a published Portfolio configuration (CPQ). Optional quoteLayout shapes groups/optional/editable presentation; commercial amounts stay server-evaluated.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | No | ||
| locale | No | ||
| currency | No | ||
| language | No | ||
| companyId | No | ||
| contactId | No | ||
| projectId | Yes | DealDesk project id (must match API key / OAuth project) | |
| quoteLayout | No | Allowlisted presentation: groups, roles, quantityEditable, selectionType, … | |
| configuration | Yes | CPQ configuration with selections[] and optional context | |
| customerReference | No | ||
| portfolioRevisionId | Yes | ||
| priceBookRevisionId | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quote | Yes | Quote summary shown in the quote-totals widget | |
| idempotentReplay | No |