Actions91
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Sale Quote → Create
AI-generatedSummary
Create a new sale quote in Altoviz with optional customer details, references, notes, and document line items.
Inputs
- Additional Fields — Collection of optional parameters for the quote, such as Customer ID, date, order reference, vendor reference, subject, and notes.
- Lines — List of document lines for the quote, specifying product IDs, descriptions, quantities, pricing, and line types.
Output shape
a single record
Returns the created sale quote object containing assigned system IDs and details.
Examples
Example 1: Create a quote with product lines for a customer
Set Additional Fields -> Customer ID to 123, and add a line item under Lines -> Line with Product ID 456, Quantity 2, and Tax Excluded Price 100.00.