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Create Quotes and Assign Owners

OVERVIEW

In this scenario, an external system must have the ability to create quotes and assign them an owner.

ADMINISTRATION

Creating quotes and assigning owners can be accomplished using 3 Web Service SOAP Calls:

  1. login
  2. createTransaction
  3. updateTransaction
    1. Typically an email is sent on the step transition to inform the user that a new quote has been created for them.

RELATED TOPICS

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