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latestOpenAPI 3.0.0Apache 2.02026-08-06199181.1 MB

e0d144609998

Quotes

Create Quote

Create a new Quote

post/quote

Request body

client_idinteger required

Client ID

organization_idinteger required

Organization ID

term_idinteger required

Term ID

quote_reference_numberstring nullable

Quote reference number

bill_tostring nullable

Bill to address

datestring date required

Quote date

due_datestring date required

Due date

purchase_orderstring nullable

Purchase order number

totalnumber float required

Total amount

descriptionstring nullable

Description of the quote

notestring nullable

Quote note

display_taxboolean nullable

Display tax

display_discount'no' | 'item_level' | 'invoice_level_after_tax' | 'invoice_level_before_tax' | 'both_item_after_level' | 'both_item_before_level' nullable

Discount display type

discount_amountnumber float nullable

Discount amount

discount_percentagenumber float nullable

Discount percentage

discount_type'percentage' | 'amount' nullable

Discount type

discount_idinteger nullable

Discount ID

display_item_dateboolean nullable

Display item date

paid_status'open' | 'draft' required

Paid status of the quote

related_casesinteger[] nullable

List of related cases

related_mattersinteger[] nullable

List of related matters

related_contractsinteger[] nullable

List of related contracts

Example request

{
  "client_id": 25,
  "organization_id": 1,
  "term_id": 1,
  "quote_reference_number": "213",
  "bill_to": "bill addrerss",
  "date": "2024-09-17",
  "due_date": "2024-10-18",
  "purchase_order": "2134124",
  "total": 4299.2,
  "description": "Description here",
  "note": "<p>Thank you for your business.</p>",
  "display_discount": "item_level",
  "discount_amount": 156,
  "discount_percentage": 10,
  "paid_status": "open",
  "related_cases": [
    1
  ],
  "related_matters": [
    1
  ],
  "related_contracts": [
    1
  ],
  "notify_me_before": {
    "time": 1,
    "time_type": "day",
    "type": "popup"
  },
  "items": [
    {
      "item_id": 3,
      "matter_id": 3,
      "account_id": 4,
      "item_title": "Item Title",
      "description": "Item Description",
      "unit_price": 2000,
      "quantity": 2,
      "is_fixed_rate": true,
      "item_date": "2024-09-19",
      "total": 4000,
      "sub_total": 4000,
      "total_tax": 400
    }
  ],
  "expenses": [
    {
      "expense_id": 5,
      "account_id": 14,
      "item_title": "Expense Title",
      "description": "Expense Description",
      "unit_price": 300,
      "quantity": 3,
      "total": 900,
      "sub_total": 900,
      "total_tax": 90
    }
  ],
  "time_logs": [
    {
      "account_id": 14,
      "item_title": "Time Log Title",
      "description": "Time Log Description",
      "unit_price": 100,
      "quantity": 10,
      "total": 1000,
      "sub_total": 1000,
      "total_tax": 100
    }
  ],
  "bills": [
    {
      "unit_price": 312,
      "quantity": 2,
      "item_title": "Other Fees",
      "description": "Other Fees",
      "tax_id": 1,
      "bill_item_id": 12,
      "tax_percentage": 11,
      "item_date": "2024-09-27",
      "sub_total": 624,
      "total_tax": 68.64,
      "total": 692.64,
      "account_id": 1
    }
  ]
}

Response

Quote created successfully.

messagestring

Example response

{
  "message": "quote has been created.",
  "quote": {
    "voucher_header_id": 144,
    "displayDiscount": "item_level",
    "notes": "Thank you for your business.",
    "description": "sdadfvvssvsfdvc",
    "paidStatus": "open",
    "account_id": "25",
    "quoteDate": "2024-09-17",
    "billTo": "9999",
    "term_id": "1",
    "dueOn": "2024-10-18 00:00",
    "purchaseOrder": "2134124",
    "quoteNumber": "213",
    "lines_total_subtotal": 1301,
    "total": 1301,
    "id": 113
  }
}