templates.save

Save a quote template: worker-written lines (and good, better, best options) to start quotes from. Give template_id to replace one (owner or office).


Who	Agents can call this
REST	`POST /v1/quote-templates`
MCP tool	`templates_save`
Writes	yes, send an Idempotency-Key
Area	Customer hub, requests and customer emails

When to use it

Save a quote template: worker-written lines (and good, better, best options) to start quotes from. Give template_id to replace one (owner or office).

What to tell the owner

Say what you did in plain words and what happens next.

Input

Field	Type	Required
`shop_id`	string (uuid)	yes
`template_id`	string (uuid)	no
`name`	string	yes
`lines`	array	yes
`lines[].description`	string	yes
`lines[].quantity`	number	yes
`lines[].unit_price_minor`	integer	yes
`lines[].option_key`	string	no
`lines[].optional`	boolean	no
`lines[].kind`	string (one of item, fee, discount)	no
`lines[].taxable`	boolean	no
`options`	array	no
`options[].key`	string	yes
`options[].label`	string	yes

Example

POST https://doingwork.work/v1/quote-templates
content-type: application/json
Idempotency-Key: 3f1c...

{
  "shop_id": "00000000-0000-4000-8000-000000000000",
  "name": "Ruiz Plumbing",
  "lines": [
    {
      "description": "40 gallon gas heater, installed",
      "quantity": "...",
      "unit_price_minor": 50000
    }
  ]
}

Output

JSON. The response shape isn't published yet; read the fields you need and ignore the rest. Errors are {code, message, status}.

Errors

Code	Status	What to do
`invalid_input`, `invalid_token`, `rate_limited`		Can happen on any call. See errors.