Create quote
Create a draft quote on a sale.
POST https://cotlet.dev/api/v1/accelo/sales/{sale_id}/quotes
write Confirm
Creates a quote with a title on a sale, with the manager and quote template you pass, and returns it as a draft. It does not publish or send the quote; building the estimate and Publish & Send happen in Accelo. Changing the template later does not refill the content. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| sale_id integer required | integer | Sale the quote belongs to. |
| title string required | string | Quote title, usually the project name. |
| manager_id integer | integer | Staff ID of the quote manager. |
| template string | string | Quote template name as shown in Accelo. |
Request
curl -X POST https://cotlet.dev/api/v1/accelo/sales/1/quotes \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"title":"title"}'result = client.call("accelo", "create_quote", {"sale_id":1,"title":"title"})const result = await cotlet.call('accelo', 'create_quote', {"sale_id":1,"title":"title"});cotlet call accelo create_quote --data '{"sale_id":1,"title":"title"}'Example response
{
"quote_id": 318,
"title": "Website Redesign, phase 2",
"sale_id": 96,
"manager": "Priya Nair",
"template": "Standard proposal",
"status": "Draft"
}