Send quote
Send an existing quote by email for signature.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
Body
Email address to which the quote will be sent for signature.
Custom message used in the email content.
Response
Quote ID.
ID of the customer.
ID of the invoicing entity attached to the quote.
ID of the quote template.
ID of the related opportunity/deal in the connected CRM.
Quote sequential number.
Custom comments displayed on the quote.
Custom quotation terms.
Collect customer payment method mandate during signature flow or not.
IDs of the customer custom properties required to be filled during the signature flow.
List of documents attached to the quote.
Final signed quote (manually uploaded).
URL to access the quote publicly. Only applies to the pending_signature or signed quote.
ID of the subscription attached to the quote. The GET /v2/subscriptions/{id} (Get subscription) endpoint can be used to retrieve the related details.
Whether the subscription should be automatically started when the quote is signed.
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.
voided Quote voiding reason. Only applies to the voided quote.
Quote voiding date. Only applies to the voided quote.
Estimated contract value.
Quote signature. Only applies to the signed quote.
Quote signature date. Only applies to the signed quote.
Was this page helpful?