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
documentIdRequiredA Convex document ID or company-scoped numeric display ID. string
titleOptionalstring
expectedTitleOptionalstring
subtitleOptionalstring
renewalAtOptionalstring
forecastAtOptionalstring
forecastConfidenceOptionalnumber
forecastEstimatedValueOptionalnumber
customFieldsOptionalobject
lockTokenOptionalstring
categoryIdOptionalstring
tagsOptionallist of string
descriptionOptionalstring
isDefaultOptionalboolean