/list-templates

description: List ConnectWise CPQ quote templates available to copy
argument-hint: "[query]"
arguments: [query]

List ConnectWise CPQ Templates

Templates in CPQ *are* quotes — `cpq_list_templates` returns QuoteView records, and any of them can be the source for `cpq_create_quote_from_template`.

Arguments

• `query` (optional) — Filter the returned templates by name, case-insensitively

Prerequisites

• ConnectWise CPQ credentials configured

Steps

1. **Fetch** with `cpq_list_templates`. It takes no parameters — no conditions, no paging. 2. **Filter locally** by `query` against `name` if one was given. 3. **Display** each template's `name`, `id`, `quoteTotal` and `modifyDate`, sorted by name. The `id` is what `/create-quote` needs.

Examples

All templates

/list-templates

Find the MSA template

/list-templates query="Managed Services"

Notes

• Templates carry their tabs, line items and terms into every copy. A template with no

tabs produces a quote that cannot take line items.

• If nothing is returned, the tenant has no templates flagged as such — an existing quote

GUID also works as a copy source.

Error Handling

| Error | Resolution | |-------|------------| | Empty list | No templates configured; copy an existing quote instead, or create a template in the CPQ web app | | 401 | Verify credentials and that the key owner is an API user |

Related Commands

• `/create-quote` — Copy a template into a new quote
• `/search-quotes` — Find an existing quote to copy instead