autotask_create_quote
Create new quotes in Autotask PSA by specifying company details, contact information, effective dates, and associated opportunities.
Instructions
Create a new quote
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Quote name | |
| description | No | Quote description | |
| companyId | Yes | Company ID for the quote | |
| contactId | No | Contact ID for the quote | |
| opportunityId | No | Associated opportunity ID | |
| effectiveDate | No | Effective date (YYYY-MM-DD format) | |
| expirationDate | No | Expiration date (YYYY-MM-DD format) |