Actions33
Quote → Create
AI-generatedSummary
Create a new quote with line items and optional additional fields
Inputs
- clientName (required) — Name of the client (required even when clientId is provided)
- items (required) — Line items on the invoice or quote; each item includes description, quantity, and unitPrice.
- quoteAdditional — Optional additional fields such as clientId, clientTaxId, clientLocation, taxRate, issueDate, dueDate, validUntil, status, notes, and clientAddress.
Output shape
a single created quote record
Returns the full quote object created by the API; may include additional metadata such as generated IDs.
Examples
Example 1: Create a simple quote for a new client
clientName='Acme Corp', items=[{description:'Consulting', quantity:1, unitPrice:150}], quoteAdditional={}
Example 2: Create a quote with extra fiscal settings
clientName='Beta Ltd', items=[{description:'Service', quantity:5, unitPrice:200}], quoteAdditional={taxRate:21, status:'draft', clientId:'123'}