Utilisez Moco Create Offer avec Moco Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.
Tool to create a new offer/proposal. Use after gathering complete offer data (company, dates, items, etc.).
taxObligatoirenumberTax percentage, e.g. 10.0
dateObligatoirestringOffer date in YYYY-MM-DD format
itemsObligatoirearrayList of offer line items
titleObligatoirestringOffer title
footerstringClosing message (supports variables)
deal_idintegerID of the associated deal
currencystringThree-letter currency code (required only without company_id, deal_id, or project_id)
discountnumberDiscount percentage
due_dateObligatoirestringDue date in YYYY-MM-DD format
company_idintegerID of the associated company
contact_idintegerID of the associated customer contact
project_idintegerID of the associated project
dataObligatoireData from the action execution
errorstringError if any occurred during the execution of the action
successfulObligatoirebooleanWhether or not the action execution was successful or not
Connexion par clé API. Niveau de risque 2 sur 5.
Action gratuite
Aucune Skill publiée ne référence encore explicitement cette Action.