Actions17
Quote → Create
AI-generatedSummary
Create a new quote for a customer, optionally populating additional fields such as template, notes, and expiry.
Inputs
- customerId (required) — The ID of the customer for this quote.
- quoteName (required) — The name or title of the quote.
- additionalFields — Optional fields like templateId, notes, and validUntil to customize the quote.
Output shape
a single created quote object
The response contains the created quote's full data including its generated ID and other attributes.
Examples
Example 1: Create a quote for a new customer with a template and notes.
Set Customer ID, Quote Name, and additionalFields (templateId, notes, validUntil).