create_quote
Create a new customer quote by specifying client ID, line items with product, cost, and quantity. Supports discounts, notes, and expiry dates.
Instructions
Create a new quote/estimate
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_id | Yes | Client ID (hashed string) | |
| line_items | Yes | Quote line items | |
| date | No | Quote date (YYYY-MM-DD), defaults to today | |
| valid_until | No | Quote expiry date (YYYY-MM-DD) | |
| po_number | No | Purchase order number | |
| public_notes | No | Notes visible to client | |
| private_notes | No | Internal notes | |
| discount | No | Quote-level discount percentage | |
| partial | No | Partial/deposit amount |