Quotations API

Create professional quotes, send them to prospects, and convert accepted quotes to invoices seamlessly.

Quotation Workflow

1
Create Quote
2
Send to Prospect
3
Convert to Invoice

Create Quotation

POST /api/v1/quotations
'Response', 'content' => '{ \"id\": 789, \"quote_number\": \"QUO-2024-001\", \"status\": \"draft\", \"customer_id\": 123, \"valid_until\": \"2024-09-15\", \"currency\": \"TTD\", \"subtotal_cents\": 650000, \"tax_cents\": 81250, \"total_cents\": 731250, \"public_url\": \"https://veripay.us/quote/QUO-2024-001\", \"created_at\": \"2024-08-14T10:30:00Z\" }' ] ]" default="Request" />

Send Quotation

PATCH /api/v1/quotations/{id}/send

Convert to Invoice

Convert an accepted quotation into an invoice for payment processing:

POST /api/v1/quotations/{id}/convert
'Response', 'content' => '{ \"quotation_id\": 789, \"invoice_id\": 456, \"invoice_number\": \"INV-2024-012\", \"status\": \"converted\", \"invoice_url\": \"https://veripay.us/invoice/INV-2024-012\" }' ] ]" default="Request" />

Quotation Status Values

draft Quotation created but not yet sent
sent Quotation sent to prospect
viewed Prospect has viewed the quotation
accepted Quotation accepted by prospect
rejected Quotation rejected by prospect
expired Quotation validity period expired
converted Quotation converted to invoice

Related Resources

Invoices API Customers API