Create Quote

post

https://api.scalepad.com/quoter/v1/quotes

Creates a new draft quote from a template. The contact is
identified by client_id + email and reused when it already
exists on the account. Sections and line items are added via
their own endpoints after creation.

Response body matches GET /v1/quotes/{quote_id}.

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Body Params

Request payload for creating a new draft quote from a template.

comments

string | null

Internal sales notes attached to the quote. Plain text.

contact

object

required

Primary billing contact reference (email + ScalePad client UUID) used to identify or create the contact on the new quote.

cover_page_content

string | null

HTML body for the quote cover page.

cover_page_subtitle

string | null

Cover page subtitle. Max 125 characters.

cover_page_title

string | null

Cover page title. Max 100 characters.

currency_iso

string | null

ISO 4217 currency code (3 letters). Must be enabled on the
account. When omitted, the account's default currency applies.

custom_number

string | null

Caller-supplied quote number override. Max 250 characters.
Leave null to let the system assign quote_number at publish.

expired_at

date-time | null

Quote expiration date. RFC 3339 timestamp. Must not be in the
past. When null, the account's default expiration window
applies at publish time.

internal_notes

string | null

Private notes on the quote, not shown to the contact.

name

string | null

Quote display name. Max 75 characters.

owner

object | null

Owner assignment (by email) for the new quote; must match an active user on the same account.

tax_codes

array of objects | null

Quote-level tax codes to apply. Each entry carries the label and rate inline.

tax_codes

template_id

string

required

Quote template public ID to seed content from.

Responses

201Quote created. Returns the full fetch-shape payload for the new draft. On create, sections, content_blocks, attachments, custom_fields.*, totals, billing_address, and shipping_address are empty — sections and line items are added via their own endpoints.

400Malformed request body (unparseable JSON).

404Referenced entity not found (e.g. template, client).

422Validation failure. Common cases include an invalid expired_at, currency_iso mismatch, and — when owner.email is supplied — an email that does not match an active user on the account (ERR_OWNER_EMAIL_NOT_FOUND).