Import quotes with the API

A quote sent to POST /quotes becomes a draft in Quoterium, numbered like any other quote. Open it in Quotes to check it, then preview and send it as usual. Its history starts with Created through the API.

How the quote starts

• Without template_id: the quote starts empty, with your quote defaults: terms, notes, payment terms and payment schedule, and how long quotes are valid.
• With template_id (from GET /templates): it starts as a copy of that template. If you also send items, they replace the template's items.

Add client_id and contact_id to address it. With only a contact, the contact's client is used. recipient_contact_ids lists everyone it will be sent to. The currency defaults to the client's currency, then the template's, then your default quote currency; prices in another currency than your base currency are converted at today's rate.

Items

Each item in items has a kind:

• price (the default): a heading, optional description, quantity, unit and a price, either unit_price in the quote's currency or unit_price_base in your base currency. Optional, multiple-choice and subscription items, discounts and cost prices work as in the editor.
• text: a heading and a block of text.
• subtotal: the subtotal of the price items above it.

A price item without tax_rate_id gets your default tax rate (no tax when the quote's tax mode is "No tax"), and without sales_category_id your default sales category, as a new item in the editor does. Send null for no tax. Get the ids from GET /tax-rates and GET /sales-categories.

Text and formatting

Item descriptions, terms, customer_notes and payment_terms accept HTML (paragraphs, bold, lists, links, tables). Plain text works too: blank lines start new paragraphs, lines starting with a bullet ("- ", "* ", "• " or "– ") become a list, and web addresses become links. Pictures are kept only when they are files you uploaded to Quoterium.

All or nothing

When anything in the request is invalid, no quote is created and the answer (422) lists every problem. When the plan's quotes for the month are used up, the import is refused with the same message as in the app.

Example

curl https://app.quoterium.com/api/v1/quotes \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "contact_id": 34,
    "title": "Website redesign",
    "items": [
      {"kind": "text", "heading": "Introduction", "description": "Thank you for the brief."},
      {"heading": "Design", "quantity": 5, "unit": "day", "unit_price": 800},
      {"heading": "Hosting", "unit_price": 40, "subscription_interval": "month", "subscription_every": 1}
    ],
    "milestones": [
      {"title": "Deposit", "percent": 50},
      {"title": "On completion", "percent": 50, "due_type": "on_completion"}
    ]
  }'

The answer is the new quote, with its id, number, totals and items. Every field is described in the API reference.

Exporting quotes

GET /quotes lists quotes (not templates or deleted quotes), newest change first, and can be filtered by status, client_id, contact_id, owner, a search q and updated_since. Archived quotes are listed with archived=1. GET /quotes/{id} returns one quote in full, including who accepted it, and GET /quotes/{id}/pdf its PDF, with the signature certificate once it is accepted.