Skip to main content

Export Quote to PDF

The offer module specifies a formal offer for products or services with certain prices.

Add new Quote to an Opportunity​

The v2 Quote QuoteCreate endpoint should be used for quote integration. For detailed documentation, visit Quote.

Request Payload

{
  "data": {
    "title": "Skoda's Quote",
    "accountId": "f851c21e-ad36-4c93-89b7-37cfa320f895",
    "totalDiscountAmount": 0,
    "totalDiscountPercent": 0,
    "date": "2022-09-30T08:20:00.000Z",
    "opportunityId": "8164d95e-d995-47b9-b7f5-d623c1b61355",
    "quoteProducts": [
      {
        "productId": "c9608ca3-3c51-4804-84f6-60953b92608a",
        "productName": "Skoda Fabia",
        "quantity": 1,
        "unitPrice": 110,
        "totalPrice": 110,
        "currencyId": "1aa008ba-2ba9-49b2-804b-d7e4b4d2d09a",
        "discountAmount": 0
      }
    ],
    "totalSalesPrice": 110,
    "profitability": 10,
    "finalPrice": 110,
    "currencyId": "1aa008ba-2ba9-49b2-804b-d7e4b4d2d09a",
    "discountAmount": 0,
    "discountPercent": 0
  },
  "customFields": {}
}

Must be associated with Quote Contact or Account.

{
  "success": true,
  "items": "1e54284f-fbfe-48b3-bd9f-a9fd1b547d51"
}

Export with template​

To be added...