autotask_search_quotes
Search for quotes in Autotask PSA using filters like company, contact, opportunity, or keywords to find specific proposals quickly.
Instructions
Search for quotes with optional filters
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | No | Filter by company ID | |
| contactId | No | Filter by contact ID | |
| opportunityId | No | Filter by opportunity ID | |
| searchTerm | No | Search term for quote name or description | |
| pageSize | No | Number of results to return (default: 25, max: 100) |