Changes data

quotecloud_create_document

Create a draft QuoteCloud document from a template or as a blank document. This writes company data, supports idempotencyKey, requires documents:write, and only runs when documents.create is enabled. It does not send the document and does not require dangerous-action confirmation. pricingTables controls the new document’s pricing rows: replaceExisting drops the rows the template supplied, the row fields add literal rows, and productRows adds catalogue-linked rows identical to the ones quotecloud_patch_pricing_table would insert afterwards. All three work whichever storage model the new document ends up in.

Inputs

templateOptional

Optional template document ID. Omit to create a blank draft. string

titleOptional

string

subtitleOptional

string

quotecloudEmailAddressOptional

Optional active account-user email to assign as owner. string

recipientsOptional

list of object

blockValuesOptional

Template text-block values. Requires template. list of object

pricingTablesOptional

Per-table instructions applied to an API-enabled template table, or to a new table in a blank document. Each entry may drop the template’s rows (replaceExisting), add one literal row (the row fields, defaulting rowType to pricing and price to 0), and add catalogue-linked rows (productRows): in that order, entries in the order given. customFields controls template custom columns on the literal row, including formula inputs that would otherwise retain their template defaults. An entry that does none of the three is rejected. There is no row position: at creation the order of these entries is the order of the rows. list of object

customFieldsOptional

Custom fields keyed by the definition key returned by quotecloud_list_custom_data_definitions (for example customfield1). object

idempotencyKeyOptional

Stable retry key supported by the Phase 0 create facade. string