From salesbuildr
Creates a new quote with line items in Salesbuildr. Requires name and company; optional contact, opportunity, products (e.g., 'Product:qty'). Resolves to IDs, calls API, displays quote details and total.
npx claudepluginhub wyre-technology/msp-claude-plugins --plugin salesbuildr# Create Salesbuildr Quote ## Prerequisites - Salesbuildr API key configured - Company and products must exist ## Steps 1. Resolve company, contact, and opportunity to IDs 2. Resolve product names to IDs and build line items 3. Call Salesbuildr API: `POST /quotes` 4. Display created quote with line items and total ## Examples ### Create quote with products ### Create quote linked to opportunity ## Error Handling | Error | Resolution | |-------|------------| | Product not found | Verify product names with /search-products | | Company not found | Verify company exists |
/create-quoteCreates a new Autotask quote for a specified company with optional line items for products, services, and bundles. Displays quote ID, details, and pricing summary.
POST /quotes/create-quote name="Infrastructure Refresh" company="Acme Corp" products="FortiGate 60F:2, Endpoint License:50"
/create-quote name="Proposal" company="Acme Corp" opportunity="Q1 Refresh"
| Error | Resolution |
|---|---|
| Product not found | Verify product names with /search-products |
| Company not found | Verify company exists |