Finalize quote - Hyperline

{ "id": "quo_hXQCd5y8P3GYXa", "customer_id": "cus_QalW2vTAdkR6IY", "invoicing_entity_id": "ive_47484fjdhy5", "template_id": "quot_9hNWq4c84Z146W", "crm_opportunity_id": null, "number": "327", "comments": "Please find the contract and subscription details we discussed.", "terms": "By signing this quote, you accept our conditions of use for the use of our products and services.", "owner_email": "joe@acme.com", "collect_payment_details": true, "collect_custom_property_ids": [], "require_tax_id": false, "display_quote_value": true, "display_quote_value_with_tax": false, "display_taxes": true, "display_price_tiers": "matching", "display_phase_value": false, "display_first_invoice_amount": false, "display_documents_in_preview": false, "display_subscription_on_update": false, "post_signature_activation_enabled": true, "generate_draft_invoices": false, "attachments": [ { "id": "quof_5GYXy8P3QCdaXh", "name": "General Conditions of Sale", "mimetype": "application/pdf" } ], "signed_file": null, "url": "https://billing.hyperline.co/quote/quo_hXQCd5y8P3GYXa", "created_at": "2024-04-23T09:10:00.220Z", "updated_at": "2024-04-23T10:22:08.100Z", "status": "draft", "amount": 200000, "expires_at": null, "type": "subscription", "subscription_id": "sub_B6ClkdqNqVNBgY", "child_subscription_ids": [ "sub_0z39oqdhKl0PXb" ] }

Authorizations

Authorization

string

header

required

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

Path Parameters

string

required

Response

200 - application/json

string

required

Quote ID.

Example:

"quo_hXQCd5y8P3GYXa"

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"

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:

null

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.

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_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

display_subscription_on_update

boolean

required

Display subscription details on subscription update quotes.

Example:

false

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.

Show child attributes

Example:

[
  {
    "id": "quof_5GYXy8P3QCdaXh",
    "name": "General Conditions of Sale",
    "mimetype": "application/pdf"
  }
]

signed_file

object

required

Final signed quote (manually uploaded).

Show child attributes

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"

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.

Example:

200000

expires_at

string<date-time> | null

required

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

Example:

null

type

enum<string>

required

Quote type.

subscription: The quote will create and start a new subscription.
subscription_update: The quote will update an existing subscription.
one_off: The quote will issue an one-off invoice.

Available options:

subscription,

subscription_update

Example:

"subscription"

subscription_id

string | null

required

ID of the subscription attached to the quote. It corresponds to the state at the time of the quote signature. Only applies to the subscription and subscription_update quote types. The get subscription endpoint (GET /v2/subscriptions/{id}) can be used to retrieve the related details.

Example:

"sub_B6ClkdqNqVNBgY"

child_subscription_ids

string[]

required

IDs of the created subscriptions from the quote. Subscriptions configuration can change after the quote signature. The get subscription endpoint (GET /v2/subscriptions/{id}) can be used to retrieve the related details.

Example:

["sub_0z39oqdhKl0PXb"]