Payments action
Create Quote
Creates a quote or proposal for the contact from your items or a saved quote template.
A step you can add to a workflow.
Business plan and up
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Create Quote under Payments.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is create_quote. See the MCP documentation.