autotask_create_quote_item
Add a line item to a quote in Autotask by specifying a service, product, or bundle with required quantity and quote ID.
Instructions
Create a line item on a quote. Set exactly ONE item reference (serviceID, productID, or serviceBundleID). Required: quoteId, quantity. Defaults: unitDiscount=0, lineDiscount=0, percentageDiscount=0, isOptional=false.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quoteId | Yes | The quote ID to add this item to | |
| name | No | Item name (auto-populated for service/product types) | |
| description | No | Item description | |
| quantity | Yes | Quantity of the item | |
| unitPrice | No | Unit price for the item | |
| unitCost | No | Unit cost for the item | |
| unitDiscount | No | Per-unit discount amount (default: 0) | |
| lineDiscount | No | Line-level discount amount (default: 0) | |
| percentageDiscount | No | Percentage discount (default: 0) | |
| isOptional | No | Whether this is an optional line item (default: false) | |
| serviceID | No | Service ID to link (mutually exclusive with productID/serviceBundleID) | |
| productID | No | Product ID to link (mutually exclusive with serviceID/serviceBundleID) | |
| serviceBundleID | No | Service Bundle ID to link (mutually exclusive with serviceID/productID) | |
| sortOrderID | No | Sort order for display | |
| quoteItemType | No | Quote item type (auto-determined if omitted): 1=Product, 2=Cost, 3=Labor, 4=Expense, 6=Shipping, 11=Service, 12=ServiceBundle |