write_quote_template

Live server: test server (test.mcp.solvimon.com) only.

Creates and manages quote templates. A template is a kind of quote document (an order form, a commercial proposal, a pricing schedule), not a pricing plan. Reads go through get_quotes with resource_type: quote_templates.

Actions: create, update, activate, archive (no delete)

• create needs a document_type: order_form, commercial_proposal, pricing_schedule or other. Without confirmed: true it returns a summary and your existing templates, so you can reuse one. Confirmed, it creates a DRAFT template.
• One template per document type usually covers every plan. Linking a template to a plan needs a plan_link_reason, which is added to its guidance.
• activate and archive show a summary first and act only with confirmed: true.

{"action": "create", "document_type": "order_form", "confirmed": true, "body": {"name": "Order form", "reference": "order-form", "pricing_plan_subscription": {"initial_term": {"type": "MONTH", "value": 12}, "auto_renewal": true}}}