v1
latestOpenAPI 3.1.12026-07-268973189.3 KBCreate quotation
Creates a new quotation with line items. Requires clientId (clt_) and templateId (tpl_). Custom field values use cf_* keys — see the Custom fields guide.
Request body
Contact or company ID (clt_ prefix)
Optional contact person ID (clt_ prefix) when clientId is a company
Deal ID (dl_ prefix)
Document template ID (tpl_ prefix)
Quotation date
Expiry date
Subject
Internal title
Initial status (defaults to DRAFT)
Whether prices include tax
Document HTML (defaults from template when omitted)
Internal notes
Sales person user ID (usr_ prefix)
ISO 4217 currency code
Quotation currency to team currency rate
Tag IDs (tag_ prefix)
Response
OK
Quotation ID (qtn_ prefix)
Auto-generated quotation number
Quotation date
Quotation status
Subject
Expiry date
ISO 4217 currency code
Quotation currency to team currency rate
Whether prices include tax
Contact or company ID (clt_ prefix)
Optional contact person ID (clt_ prefix) when clientId is a company
Deal ID (dl_ prefix)
Sales person user ID (usr_ prefix)
Document template ID (tpl_ prefix)
Rendered document HTML
Internal notes
Total including tax
Subtotal before tax
Total tax amount
Total discount amount
Tag IDs (tag_ prefix)
When the quotation was accepted
When the quotation was rejected