Create Quote
ploomes_quotes_createCreate a new quote in Ploomes CRM associated with a required deal. Optionally set title, contact, template, custom fields, and sharing options.
Instructions
Create a new quote (proposal) in Ploomes CRM. DealId is required. The QuoteNumber is auto-generated (read-only).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| DealId | Yes | Associated deal ID (required) | |
| Title | No | Quote title | |
| ContactId | No | Associated contact ID | |
| TemplateId | No | Quote template ID | |
| Shared | No | Whether the quote is shared externally | |
| ExternalNotifications | No | Whether to send external notifications | |
| OtherProperties | No | Custom field values |