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write_quote

Edit quotes and move them through finalize → accept → subscription, plus signing

Live server: on mcp.solvimon.com only the draft actions are available, see Access modes.

Edits quotes and moves them through their lifecycle.

Actions: create, update, delete, set_overrides, replace, finalize, accept, reject, create_subscription, add_recipient, remove_recipient, request_signature, mark_signed

Resource types: quotes, quote_versions, quote_schedules, quote_subscriptions (contract terms and entitlements), quote_pricings (direct pricings), quote_attachments, custom_fields

On live: create and update on quotes, versions, schedules and contract terms, direct pricings and attachments of a DRAFT version, set_overrides, replace, and a confirmed finalize of the latest DRAFT version.

Lifecycle, in order: finalize (locks the version and triggers any approval policy) → accept or reject → create_subscription (turns an accepted quote into a live, charging subscription). You can edit a version only while it is DRAFT. After a rejection, create a new version with action: create, resource_type: quote_versions, body: {quote_id}; it starts empty. update on quote_subscriptions changes the contract terms: initial_term, renewal_term, auto_renewal, due_date_configuration, reference, name and entitlements.

For overrides, ramps, entitlements, direct pricing, quote text, finalizing and signing, see Quote features.

Finalize a quote version
{"action": "finalize", "resource_type": "quote_versions", "id": "quve_Hn5tWx8QmK3vRb6YcLd27"}

Each lifecycle step is irreversible. Confirm with the user before every one, and especially before create_subscription, which starts billing the customer. Publishing a quote link and sending it by email are done in Desk.