dealdesk.create_quote_from_preset
Create a draft quote from a quote preset and optionally link it to a desk card. confirm=true is required to write. priceChoice keep|refresh applies when catalog prices differ. Does not change the preset.
Instructions
Create a draft quote from a quote preset and optionally link it to a desk card. confirm=true is required to write. priceChoice keep|refresh applies when catalog prices differ. Does not change the preset.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cardId | No | Desk card that should link the new quote | |
| confirm | No | ||
| 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 |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quote | Yes | Quote status, totals, and optional analytics/shares. Extra fields live on this object, not beside it. | |
| idempotentReplay | No |