sales_updateQuote

WRITE

Update an existing quote - handles exchange rate updates when currency changes, syncs customer to opportunity.

Parameters

idstringrequired

statusstringoptional

currencyCodestringoptional

expirationDatestringnulloptional

customerContactIdstringnulloptional

customerLocationIdstringnulloptional

customerEngineeringContactIdstringnulloptional

customerReferencestringnulloptional

customerIdstringoptional

salesPersonIdstringnulloptional

estimatorIdstringnulloptional

locationIdstringoptional

dueDatestringnulloptional

digitalQuoteAcceptedBystringnulloptional

digitalQuoteAcceptedByEmailstringnulloptional

notesstringnulloptional

customFieldsanyoptional

Call it

Invoke it through the call_tool meta-tool with its arguments:

call_tool

call_tool({
  "name": "sales_updateQuote",
  "arguments": {
    "id": "string"
  }
})

Input schema

The raw JSON Schema the tool validates its arguments against.

schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string"
    },
    "status": {
      "type": "string"
    },
    "currencyCode": {
      "type": "string"
    },
    "expirationDate": {
      "type": [
        "string",
        "null"
      ]
    },
    "customerContactId": {
      "type": [
        "string",
        "null"
      ]
    },
    "customerLocationId": {
      "type": [
        "string",
        "null"
      ]
    },
    "customerEngineeringContactId": {
      "type": [
        "string",
        "null"
      ]
    },
    "customerReference": {
      "type": [
        "string",
        "null"
      ]
    },
    "customerId": {
      "type": "string"
    },
    "salesPersonId": {
      "type": [
        "string",
        "null"
      ]
    },
    "estimatorId": {
      "type": [
        "string",
        "null"
      ]
    },
    "locationId": {
      "type": "string"
    },
    "dueDate": {
      "type": [
        "string",
        "null"
      ]
    },
    "digitalQuoteAcceptedBy": {
      "type": [
        "string",
        "null"
      ]
    },
    "digitalQuoteAcceptedByEmail": {
      "type": [
        "string",
        "null"
      ]
    },
    "notes": {
      "type": [
        "string",
        "null"
      ]
    },
    "customFields": {}
  },
  "required": [
    "id"
  ]
}