API ReferenceQuote
quote.create
Type: Mutation · Auth: Workspace-aware
Input
| Field | Type | Required | Default | Description |
|---|---|---|---|---|
| name | unknown | No | — | Name |
| customerId | string | No | — | ID of the associated customer |
| opportunityId | unknown | No | — | ID of the associated opportunity |
| siteId | unknown | No | — | ID of the associated site |
| siteAddress | unknown | No | — | Site address |
| status | enum(draft, sent, accepted, changes_requested, rejected, expired) | Yes | "draft" | Status |
| pricingModel | enum(fixed, time_and_materials, hybrid) | Yes | — | Pricing model |
| assumptions | unknown | No | — | Assumptions |
| exclusions | unknown | No | — | Exclusions |
| aiNarrative | unknown | No | — | Ai narrative |
| generatedByAgentRole | unknown | No | — | Generated by agent role |
| terms | unknown | No | — | Terms |
| expirationDate | unknown | No | — | Expiration date |
| preparedByUserId | unknown | No | — | ID of the associated prepared by user |
| approvedByUserId | unknown | No | — | ID of the associated approved by user |
| scopeOfWork | unknown | No | — | Scope of work |
| executiveSummary | unknown | No | — | Executive summary |
| projectOverview | unknown | No | — | Project overview |
| projectType | unknown | No | — | Project type |
| estimatedStart | unknown | No | — | Estimated start |
| estimatedCompletion | unknown | No | — | Estimated completion |
| changeOrderTerms | unknown | No | — | Change order terms |
| warrantyTerms | unknown | No | — | Warranty terms |
| permitRequired | boolean | Yes | false | Permit required |
| permitNotes | unknown | No | — | Permit notes |
| insuranceRequirements | unknown | No | — | Insurance requirements |
| projectTimelineEstimate | unknown | No | — | Project timeline estimate |
| internalNotes | unknown | No | — | Internal notes |
| approvalNotes | unknown | No | — | Approval notes |
| customerPoNumber | unknown | No | — | Customer po number |
| revisionNotes | unknown | No | — | Revision notes |
| discountType | unknown | No | — | Discount type |
| discountValue | unknown | No | — | Discount value |
| taxExempt | boolean | Yes | false | Tax exempt |
| paymentTermTemplateId | unknown | No | — | ID of the associated payment term template |
| workspaceId | string | No | — | ID of the associated workspace |
| visibilityMode | unknown | No | — | Visibility mode |
Example
{
"name": null,
"customerId": "550e8400-e29b-41d4-a716-446655440000",
"opportunityId": null,
"siteId": null,
"siteAddress": null,
"status": "draft",
"pricingModel": "fixed",
"permitRequired": false,
"taxExempt": false
}