Changes data

quotecloud_update_document_metadata

Update reversible document or company-template metadata without changing the immutable numeric quote number. Authorization is resolved after the target: regular documents require documents:write, documents.edit, and editor access; company templates require templates:write, templates.metadata, and manageDocumentTemplates. System templates are immutable. Title changes use expectedTitle compare-and-set. Render-affecting changes invalidate existing generated PDFs but do not regenerate them.

Inputs

documentIdRequired
A Convex document ID or company-scoped numeric display ID. string
titleOptional
string
expectedTitleOptional
string
subtitleOptional
string
renewalAtOptional
string
forecastAtOptional
string
forecastConfidenceOptional
number
forecastEstimatedValueOptional
number
customFieldsOptional
object
lockTokenOptional
string
categoryIdOptional
string
tagsOptional
list of string
descriptionOptional
string
isDefaultOptional
boolean