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 creates a new quote for a specified opportunity in the Soliditech system. It is useful for sales and business development teams who want to generate quotes linked to specific sales opportunities, facilitating the sales process and tracking. For example, a sales agent can create a quote for a potential deal by providing the opportunity ID, quote date, and sales agent ID, along with optional additional details like a description.
Use Case Examples
- Creating a new quote for an opportunity by specifying the opportunity ID, quote date, and sales agent ID.
- Adding a description to the quote to provide more context or details about the quote.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The unique identifier of the opportunity for which the quote is being created. |
| Quote Date | The date of the quote, typically when the quote is created or issued. |
| Sales Agent | The identifier of the sales agent responsible for the quote. |
| Additional Fields | Optional additional information for the quote, such as a description. |
| Simplify Output | Whether to simplify the output data returned by the node. |
| Simplify Path | The path to the property in the response that should be returned if output simplification is enabled. |
Output
JSON
result- The main result object containing details of the newly created quote.
Dependencies
- Requires an API key credential for Soliditech API authentication.
Troubleshooting
- Ensure the Opportunity ID is valid and exists in the Soliditech system to avoid errors.
- If the API returns an error about missing or invalid parameters, verify that all required fields (Opportunity ID, Quote Date, Sales Agent) are correctly provided.
- If binary data is expected in other operations, ensure the binary property name is correctly specified and the input data contains valid binary data.
Links
- Soliditech API - Create New Quote For Opportunity - Official API documentation for creating a new quote for an opportunity in Soliditech.