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POST
Create quote

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Body

customer_id
string
required

ID of the customer.

Example:

"cus_QalW2vTAdkR6IY"

template_id
string
required

ID of the quote template. If not specified, a subscription configuration or an invoice payload must be defined.

Example:

"quot_9hNWq4c84Z146W"

status
enum<string>

Quote status.

  • draft: The quote is a draft.
  • approved: The quote is approved and ready to be sent to the customer.
  • pending_signature: The quote is awaiting the customer's signature.
Available options:
draft,
approved,
pending_signature
Example:

"draft"

owner_email
string<email>

Email address of the Hyperline user acting as the quote owner. The owner requests approval when the quote is finalized using an API key or finalized during creation. If not specified, the Hyperline account owner will be assigned.

Example:

"joe@acme.com"

invoicing_entity_id
string

ID of the invoicing entity attached to the quote.

Example:

"ive_47484fjdhy5"

catalog_version_id
string | null

ID of a published catalog version to price every product of the quote from, instead of the live products catalog. A product's own catalog_version_id takes precedence, and explicit prices always win over both.

Example:

"pcv_9x8v7u6t5s4r"

comments
string

Custom comments displayed on the quote.

Example:

"Please find the contract and subscription details we discussed."

terms
string

Custom quotation terms.

Example:

"By signing this quote, you accept our conditions of use for the use of our products and services."

amount
number | null

Estimated contract value. When computed, a subscription phase with neither an end date nor a fixed duration is counted over a conventional horizon: the contract's length for a single phase on a contract that has one, otherwise 12 months or the longest billing interval if longer. That horizon is not an end date: the subscription can run past it. Usage-based and connected seat lines are priced at their estimated quantity when it exceeds the committed quantity and, for seats, the live seat count. For subscription quotes, defaults to the computed subscription value if not specified. For one-off quotes, this field is ignored — the amount is always derived from the linked invoice's amount_excluding_tax.

Example:

20000

contract_value
number | null

What the customer pays over the contract, each coupon counted on the invoices it applies to. Computed from the subscription for subscription and subscription_update quotes, unless set manually. Not set on one_off quotes. When specified, overrides the computed value.

Example:

18000

collect_payment_details

Collect customer payment method mandate during signature flow or not.

Example:

true

collect_custom_property_ids
string[]

IDs of the customer custom properties required to be filled during the signature flow.

Example:
contract_clause_ids
string[]

IDs of the contract clauses used in the quote terms.

Example:
require_tax_id

Require the customer to provide a tax ID during the signature flow.

Example:

false

display_quote_value

Display the total quote value on the quote.

Example:

true

display_quote_value_with_tax

Display the total quote value including tax on the quote. Only applies to one_off quotes.

Example:

false

display_taxes

Display tax breakdown on the quote.

Example:

true

display_price_tiers

Controls which price tiers are displayed on the quote.

  • all: Display all pricing tiers.
  • matching: Only display the tiers used to compute the price based on quantity.
  • none: Hide all pricing tiers.
Available options:
all,
matching,
none
Example:

"matching"

display_phase_value

Display per-phase value breakdown on the quote.

Example:

false

display_discounts_on_total

Display discounts on the totals, with product prices before discount. Totals then follow the contract value, so discounts with a limited duration are included.

Example:

false

display_first_invoice_amount

Display the first invoice amount on the quote.

Example:

false

display_documents_in_preview

Display attached documents in the quote preview.

Example:

false

subscription_update_display
enum<string>

Sections displayed on subscription update quotes: quote_update_details, subscription_details, or both. Takes precedence over display_subscription_on_update.

Available options:
quote_update_details,
subscription_details,
both
Example:

"quote_update_details"

display_subscription_on_update
deprecated

Deprecated. Use subscription_update_display. False displays quote update details; true displays both sections.

Example:

false

generate_draft_invoices

When true, the invoice issued after signature stays in draft status instead of being emitted for payment. Use this when you want to review the final invoice manually before sending it. Defaults to false.

Example:

false

automatically_start_subscription
deprecated

Deprecated field, please use the phase activation strategy quote_signature instead.

Example:

true

expires_at
string<date-time>

Quote expiration date. UTC date time string in the ISO 8601 format.

Example:

"2024-04-28T14:12:09.293Z"

subscription
With phases · object

Subscription configuration constituting the quote.

Response

201 - application/json
id
string
required

Quote ID.

Example:

"quo_hXQCd5y8P3GYXa"

type
enum<string> | null
required

Quote type.

  • subscription: The quote will create one or more subscriptions.
  • subscription_update: The quote will update one or more existing subscriptions.
  • one_off: The quote will issue one or more one-off invoices.
  • mixed: Mixed configuration types.
  • null: Empty quote.
Available options:
subscription,
subscription_update,
one_off,
mixed
status
enum<string>
required

Quote status.

  • draft: The quote is a draft.
  • pending_approval: The quote is pending manager review and approval.
  • changes_requested: Some changes have been requested following manager review.
  • approved: The quote is approved and ready to be sent to the customer.
  • pending_signature: The quote is awaiting the customer's signature.
  • signed: The quote is signed and fully finalized.
  • voided: The quote is voided.
Available options:
draft
Example:

"draft"

amount
number | null
required

Estimated contract value. When computed, a subscription phase with neither an end date nor a fixed duration is counted over a conventional horizon: the contract's length for a single phase on a contract that has one, otherwise 12 months or the longest billing interval if longer. That horizon is not an end date: the subscription can run past it. Usage-based and connected seat lines are priced at their estimated quantity when it exceeds the committed quantity and, for seats, the live seat count.

Example:

200000

customer_id
string
required

ID of the customer.

Example:

"cus_QalW2vTAdkR6IY"

invoicing_entity_id
string
required

ID of the invoicing entity attached to the quote.

Example:

"ive_47484fjdhy5"

configurations
(Subscription or update · object | One-off invoice · object)[]
required

Ordered configurations included in the quote.

template_id
string | null
required

ID of the quote template.

Example:

"quot_9hNWq4c84Z146W"

crm_opportunity_id
string | null
required

ID of the related opportunity/deal in the connected CRM.

Example:

"opp_Z2oSqnBCUoo1bQ"

contract_value
number | null
required

What the customer pays over the contract, each coupon counted on the invoices it applies to. Computed from the subscription for subscription and subscription_update quotes, unless set manually. Not set on one_off quotes.

Example:

18000

number
string
required

Quote sequential number.

Example:

"327"

comments
string | null
required

Custom comments displayed on the quote.

Example:

"Please find the contract and subscription details we discussed."

terms
string | null
required

Custom quotation terms.

Example:

"By signing this quote, you accept our conditions of use for the use of our products and services."

owner_email
string<email> | null
required

Email address of the Hyperline user acting as the quote owner. The owner requests approval when the quote is finalized using an API key or finalized during creation.

Example:

"joe@acme.com"

collect_payment_details
boolean
required

Collect customer payment method mandate during signature flow or not.

Example:

true

collect_custom_property_ids
string[]
required

IDs of the customer custom properties required to be filled during the signature flow.

Example:
require_tax_id
boolean
required

Require the customer to provide a tax ID during the signature flow.

Example:

false

display_quote_value
boolean
required

Display the total quote value on the quote.

Example:

true

display_quote_value_with_tax
boolean
required

Display the total quote value including tax on the quote. Only applies to one_off quotes.

Example:

false

display_taxes
boolean
required

Display tax breakdown on the quote.

Example:

true

display_price_tiers
enum<string>
required

Controls which price tiers are displayed on the quote.

  • all: Display all pricing tiers.
  • matching: Only display the tiers used to compute the price based on quantity.
  • none: Hide all pricing tiers.
Available options:
all,
matching,
none
Example:

"matching"

display_phase_value
boolean
required

Display per-phase value breakdown on the quote.

Example:

false

display_discounts_on_total
boolean
required

Display discounts on the totals, with product prices before discount. Totals then follow the contract value, so discounts with a limited duration are included.

Example:

false

display_first_invoice_amount
boolean
required

Display the first invoice amount on the quote.

Example:

false

display_documents_in_preview
boolean
required

Display attached documents in the quote preview.

Example:

false

subscription_update_display
enum<string>
required

Sections displayed on subscription update quotes: quote_update_details, subscription_details, or both. Takes precedence over display_subscription_on_update.

Available options:
quote_update_details,
subscription_details,
both
Example:

"quote_update_details"

post_signature_activation_enabled
boolean
required

Whether the subscription is automatically orchestrated after the quote is signed. Only applies to the Hyperline CPQ-only product.

Example:

true

generate_draft_invoices
boolean
required

When true, the invoice issued after signature stays in draft status instead of being emitted for payment. Use this when you want to review the final invoice manually before sending it. Defaults to false.

Example:

false

attachments
object[]
required

List of documents attached to the quote.

Example:
signed_file
object
required

Final signed quote (manually uploaded).

Example:

null

url
string<uri> | null
required

URL to access the quote publicly. Only applies to the pending_signature or signed quote.

Example:

"https://billing.hyperline.co/quote/quo_hXQCd5y8P3GYXa"

created_at
string<date-time>
required

Quote creation date. UTC date time string in the ISO 8601 format.

Example:

"2024-04-23T09:10:00.220Z"

updated_at
string<date-time>
required

Quote update date. UTC date time string in the ISO 8601 format.

Example:

"2024-04-23T10:22:08.100Z"

expires_at
string<date-time> | null
required

Quote expiration date. UTC date time string in the ISO 8601 format.

Example:

null

subscription_id
string | null
required
deprecated

Deprecated field, please use configurations[].subscription_id.

display_subscription_on_update
boolean
required
deprecated

Deprecated. Use subscription_update_display. False displays quote update details; true displays both sections.

Example:

false

invoice_id
string | null
deprecated

Deprecated field, please use configurations[].invoice_id.

child_subscription_ids
string[]
deprecated

Deprecated field, please use GET /v2/subscriptions with the original_quote_id filter.