Quotations
Manage commercial quotations. Use action=“create” to start a draft quotation (requires lead_id). Use action=“update” to change status (draft, sent, rejected, expired). Use action=“list” or “get” to read. Use action=“delete” to remove.
Input Schema
| Parameter | Type | Description |
|---|---|---|
| action | string | Action to perform: create, list, get, update, delete |
| id | string | Quotation UUID (required for get, update, delete) |
| site_id | string | Site UUID (seller site) |
| deal_id | string | Deal UUID to attach this quotation to |
| lead_id | string | Lead UUID (required for create) |
| buyer_user_id | string | Buyer user UUID |
| price_list_id | string | Price list UUID to apply |
| status | string | Quotation status: draft, sent, rejected, expired |
| valid_until | string | Valid until date (ISO string) |
| currency | string | Currency code (e.g. USD) |
| notes | string | Notes for the quotation |
| limit | number | Limit results for list |
| offset | number | Offset results for list |
Example
{
"action": "create",
"lead_id": "YOUR_LEAD_ID",
"notes": "Proposal for Q3"
}Last updated on