/create-quote

Create a ConnectWise CPQ quote by copying a template or an existing quote

wyre-technology@wyre-technology

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From plugin

msp-claude-plugins

39200 skills141 agents200 commands

Install

$ npx -y skills add wyre-technology/msp-claude-plugins --agent claude-code

How it fires

How this command gets triggered: by you, by Claude, or both.

Fires itselfClaude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/create-quote

Context preview

What this command does when you run it.

Create a ConnectWise CPQ quote by copying a template or an existing quote

Command definition

create-quote.md

description: Create a ConnectWise CPQ quote by copying a template or an existing quote
argument-hint: "<template> [name] [account]"
arguments: [template, name, account]

Create ConnectWise CPQ Quote

CPQ has no create-from-scratch endpoint. A new quote is always a copy of a template or of an existing quote, then patched into shape.

Arguments

`template` (required) — Template GUID, template name, or the GUID of an existing quote to copy
`name` (optional) — Name for the new quote
`account` (optional) — Customer account name to set on the copy

Prerequisites

ConnectWise CPQ credentials configured
At least one quote template in the tenant (`/list-templates`)

Steps

1. **Pick the source.** If `template` is a GUID, use it as `templateId`. Otherwise pass it as `templateName` — `cpq_create_quote_from_template` resolves the name, prompting when several templates match and erroring with the candidate list when it cannot prompt. Run `/list-templates` first if the name is uncertain.

2. **Copy** with `cpq_create_quote_from_template`, passing `templateId` or `templateName` plus `newName` when a `name` was given. The copy inherits the source's tabs, line items and terms.

3. **Set the header** with `cpq_update_quote` on the new GUID, e.g. `fields={ "accountName": "$account", "expectedCloseDate": "..." }`. This tool is high-impact — confirm before touching `quoteStatus`, `isArchive`, `isLost` or any `orderPorter*` field, which change workflow and customer-facing state.

4. **Adjust the lines** with `cpq_search_quote_items` (`conditions=idQuote = "<new-guid>"`) and `cpq_update_quote_item` / `cpq_create_quote_item` / `cpq_delete_quote_item`.

5. **Report** the new quote's `id`, `quoteNumber`, `quoteVersion` and name.

Examples

From a named template

/create-quote template="Managed Services Agreement" name="Acme — Managed Services FY27" account="Acme Corp"

Revise an existing deal by copying the quote itself

/create-quote template=3f1c8d2e-1b44-4a90-9f6a-1d0f2e5b7c11 name="Acme — Renewal FY27"

Notes

The customer records on the copy come from the source and sync from the CRM/PSA; correct

them with `cpq_update_quote_customer`. There is no global customer directory to attach from.

Publishing, e-signature and porting a won quote into the PSA are not API operations —

finish those in the CPQ web app.

Error Handling

| Error | Resolution | |-------|------------| | "No template matches" | Run `/list-templates`; the error lists available names | | Multiple templates match | Re-run with the template GUID as `template` | | Cannot add line items afterwards | The copy has no tabs — tabs cannot be created over the API, so fix the source template in CPQ | | 401 | Verify credentials and that the key owner is an API user |