Create Quote

Creates a new draft quote from a template. The contact is
identified by email plus either client_id or client_name;
when both are provided, client_id is used. The referenced
contact must already exist 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.

string | null

Internal sales notes attached to the quote. Plain text.

contact
object
required

Primary billing contact reference on the new quote.

string | null

HTML body for the quote cover page.

string | null

Cover page subtitle. Max 125 characters.

string | null

Cover page title. Max 100 characters.

string | null

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

string | null

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

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.

string | null

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

string | null

Quote display name. Max 75 characters.

owner
object | null

Assigns the quote to a specific user by email. When omitted or
set to null, the quote defaults to the authenticated user
resolved from the API key. The referenced user must belong to
the same account or the request fails with
ERR_OWNER_EMAIL_NOT_FOUND.

tax_codes
array of objects | null

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

tax_codes
string
required

Quote template public ID to seed content from.

Responses

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