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API · Quotes

See API overview for authentication, headers, pagination, sorting, conventions, error envelopes, and rate limits that apply to every endpoint below.

Endpoints

Verb Path Action
GET /crm/api/v2/quotes List (paginated).
POST /crm/api/v2/quotes Create.
GET /crm/api/v2/quotes/{uuid} Show.
PUT /crm/api/v2/quotes/{uuid} Update.
DELETE /crm/api/v2/quotes/{uuid} Soft-delete.

List parameters

Param Notes
per_page 1–100, default 25.
sort One of created_at, updated_at, title, total. Prefix - for descending.
user_owner_id Filter by owner (integer user ID).

Resource shape

{
  "id": "uuid",
  "quote_id": "Q1001",
  "title": "Annual renewal quote",
  "description": null,
  "reference": "PO-9981",
  "currency": "USD",
  "issue_at":  "2026-05-01T00:00:00+00:00",
  "expire_at": "2026-06-01T00:00:00+00:00",
  "terms": null,
  "subtotal": 1000.00,
  "discount": 50.00,
  "tax": 95.00,
  "adjustments": 0.00,
  "total": 1045.00,
  "accepted_at": null,
  "rejected_at": null,
  "owner":        { "id": 1, "name": "Jane Doe" },
  "person":       { "id": "uuid", "name": "John Smith" },
  "organization": { "id": "uuid", "name": "Acme Co" },
  "labels":       [],
  "line_items":   [/* see "Nested line items" below */]
}

Writable fields

Accepted on POST / PUT (* = required on POST):

title*, description, reference, currency, issue_at, expire_at, terms, subtotal, discount, tax, adjustments, total, person_id (UUID), organization_id (UUID), lead_id (UUID, POST only), pipeline_stage_id (UUID), user_owner_id (int), labels[] (UUIDs), line_items[].

Nested line items

line_items is accepted on POST and PUT.

Output:

{
  "id": "uuid",
  "product_id": "uuid",
  "product":    { "id": "uuid", "name": "Annual subscription", "code": "SUB-1Y" },
  "quantity": 2,
  "unit_price": 100.00,
  "amount": 200.00,
  "tax_rate": 10.0,
  "tax_amount": 20.00,
  "currency": "USD",
  "comments": null,
  "order": 1
}

Input:

{
  "id": "uuid (optional, update only)",
  "product_id": "uuid (required)",
  "quantity": 2,
  "unit_price": 100.00,
  "amount": 200.00,
  "comments": "Optional notes"
}
  • Create new line: omit id. A new line is inserted.
  • Update in place: include the existing line's id (UUID). The line is updated.
  • Replace lines: on PUT, lines in the existing record that aren't matched by id are removed.
  • product_id, quantity, unit_price, and amount are required on every line item.