Actions53
- Customer Actions
- Invoicing Actions
- Contact Actions
- Opportunity Actions
- Outstanding Actions
- Parameters Actions
- Payments Api Actions
- Product Actions
- Promo Code Actions
- Quotes Actions
- Telco Actions
Overview
This node operation accepts a proposal for a quote in the Soliditech system. It is useful in scenarios where a user needs to programmatically confirm or accept a sales proposal identified by a quote ID. For example, after reviewing a quote, a sales agent can use this operation to accept the proposal and trigger subsequent processes such as contract creation or order processing.
Use Case Examples
- Accepting a sales proposal by providing the quote ID to confirm the customer's acceptance.
- Automating the acceptance of multiple proposals in a workflow by iterating over quote IDs.
Properties
| Name | Meaning |
|---|---|
| Quote ID | The unique identifier of the quote whose proposal is to be accepted. This is a required string input, e.g., 'Q41617'. |
| Simplify Output | A boolean flag to determine whether the output data should be simplified for easier consumption. |
| Simplify Path | The JSON path to the property that should be returned if output simplification is enabled. Defaults to 'result'. |
Output
JSON
result- The main response data from the Accept Proposal API call, containing details about the accepted proposal.
Dependencies
- Requires an API key credential for Soliditech API authentication.
Troubleshooting
- Common issues include providing an invalid or missing Quote ID, which will cause the API call to fail.
- If the API credentials are incorrect or missing, authentication errors will occur.
- Errors related to missing binary data are not applicable for this operation but may appear if other operations are used incorrectly.
Links
- Soliditech API - Accept Proposal - Official API documentation for the Accept Proposal operation on quotes.