Create a quote
quote_createCreate a customer quote with auto-numbering and 30-day validity. Apply custom pricing, run profitability checks, and flag below-break-even amounts.
Instructions
Create a formal quote in the books (auto-numbered ECO-Q-MMDDYY-NN, valid 30 days) for a customer, from one or more priced lines. Runs the profitability check and stores the verdict. If a custom price is below break-even it is honoured but flagged — never silently raised.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lines | Yes | ||
| notes | No | ||
| leadId | No | ||
| customerId | Yes | Existing customer id (see pipeline tools to create one) | |
| siteAddress | Yes |