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# Create Quote

POST https://api.coperniq.io/v1/quotes
Content-Type: application/json

Create a new quote on an opportunity (project/deal/account record).

* `opportunityId`: Required — record ID used by the payment service.
* `sections` or `lineItems`: At least one item required
* `discountType` / `discountValue`: Optional discount
* `taxId`: Optional tax
* `issueDate` / `status`: `issueDate` only allowed with `status` of `SENT` or `APPROVED`

To add or replace line items on a **work order**, use `PUT /work-orders/{work_order_id}/line-items` instead.

Reference: https://docs.coperniq.io/api-reference/quotes/create-quote

## Authentication

- `x-api-key` header (required) — API Key authentication via header

## Request

### Body (application/json)

This endpoint expects a QuoteCreate.

- `opportunityId` (integer, required) — Opportunity / project / account record ID
- `sections` (list of QuoteSection, optional) — Grouped line items. Required if `lineItems` is not provided.
- `lineItems` (list of QuoteLineItemCreate, optional) — Flat line items (grouped into one section automatically). Required if `sections` is not provided.
- `discountType` (enum, optional) — Discount type
  - Allowed values: `PERCENTAGE`, `FIXED`
- `discountValue` (double, optional) — Discount amount or percentage
- `taxId` (integer, optional) — Tax configuration ID
- `issueDate` (string, optional) — Issue date. Requires `status` to be `SENT` or `APPROVED`.
- `status` (enum, optional) — Initial status (defaults to DRAFT)
  - Allowed values: `DRAFT`, `SENT`, `APPROVED`, `CHANGES_REQUESTED`, `DECLINED`
- `description` (string, optional, nullable)
- `title` (string, optional) — Quote title (defaults to "Quote")
- `servicePlanInstanceId` (integer, optional)
- `siteId` (integer, optional)

## Response

### 201

Quote created successfully

- `id` (integer, required) — Quote identifier
- `status` (enum, required) — Quote status
  - Allowed values: `DRAFT`, `SENT`, `APPROVED`, `CHANGES_REQUESTED`, `DECLINED`
- `amount` (double, required) — Total quote amount (dollars)
- `createdAt` (string, required) — Creation timestamp
- `updatedAt` (string, required) — Last update timestamp
- `quoteNumber` (integer, optional, nullable) — Unique quote number (uid)
- `description` (string, optional, nullable) — Quote description
- `discountType` (enum, optional, nullable) — Discount type
  - Allowed values: `PERCENTAGE`, `FIXED`
- `discountValue` (double, optional, nullable) — Discount amount or percentage value
- `taxId` (integer, optional, nullable) — Tax configuration ID
- `issueDate` (string, optional, nullable) — Issue date when the quote has been issued
- `subtotal` (double, optional, nullable) — Subtotal in dollars (before tax)
- `taxRate` (double, optional, nullable) — Applied tax rate
- `isArchived` (boolean, optional) — Whether the quote is archived
- `sharedWithPortal` (boolean, optional) — Whether the quote is shared with the client portal
- `account` (QuoteAccount, optional, nullable)
- `record` (QuoteRecord, optional, nullable)
- `lineItems` (list of QuoteLineItem, optional)

## Errors

### 400 Bad Request Error

Invalid request

- `message` (string, optional)
- `code` (enum, optional)
  - Allowed values: `UNAUTHORIZED`
- `field` (string, optional) — Field that caused the validation error (if applicable)

### 401 Unauthorized Error

Authentication failed

- `message` (string, optional)
- `code` (enum, optional)
  - Allowed values: `UNAUTHORIZED`

## Types

### QuoteSection

- `lineItems` (list of QuoteLineItemCreate, required) — Line items within this section (at least one required)
- `id` (integer, optional) — Section identifier
- `name` (string, optional, nullable) — Section name (1–500 chars)

### QuoteLineItemCreate

- `catalogItemId` (integer, required) — Catalog item identifier
- `quantity` (integer, required) — Quantity
- `unitCost` (double, required) — Cost per unit (dollars, cent precision)
- `unitPrice` (double, required) — Price per unit (dollars, must be positive with cent precision)
- `id` (integer, optional) — Existing line item ID (omit for new items)
- `description` (string, optional, nullable) — Line item description

### QuoteAccount

- `id` (integer, optional)
- `title` (string, optional, nullable)

### QuoteRecord

- `id` (integer, optional)
- `title` (string, optional, nullable)
- `type` (string, optional, nullable)

### QuoteLineItem

- `id` (integer, required) — Line item identifier
- `quantity` (integer, required) — Quantity
- `unitCost` (double, required) — Cost per unit (dollars)
- `unitPrice` (double, required) — Price per unit (dollars)
- `description` (string, optional, nullable) — Line item description
- `totalCost` (double, optional) — Total cost (dollars)
- `totalPrice` (double, optional) — Total price (dollars)
- `sectionName` (string, optional, nullable) — Line item section name; null when the item is ungrouped
- `catalogItem` (QuoteLineItemCatalogItem, optional, nullable)

### QuoteLineItemCatalogItem

- `id` (integer, optional)
- `name` (string, optional)
- `sku` (string, optional, nullable)
- `type` (string, optional, nullable)
- `manufacturer` (string, optional, nullable)

## Examples

**Request**

```json
{
  "opportunityId": 1
}
```

**Response**

```json
{
  "id": 1,
  "status": "DRAFT",
  "amount": 1.1,
  "createdAt": "2024-01-15T09:30:00Z",
  "updatedAt": "2024-01-15T09:30:00Z",
  "quoteNumber": 1,
  "description": "string",
  "discountType": "PERCENTAGE",
  "discountValue": 1.1,
  "taxId": 1,
  "issueDate": "2024-01-15T09:30:00Z",
  "subtotal": 1.1,
  "taxRate": 1.1,
  "isArchived": true,
  "sharedWithPortal": true,
  "account": {
    "id": 1,
    "title": "string"
  },
  "record": {
    "id": 1,
    "title": "string",
    "type": "string"
  },
  "lineItems": [
    {
      "id": 1,
      "quantity": 1,
      "unitCost": 1.1,
      "unitPrice": 1.1,
      "description": "string",
      "totalCost": 1.1,
      "totalPrice": 1.1,
      "sectionName": "string",
      "catalogItem": {
        "id": 1,
        "name": "string",
        "sku": "string",
        "type": "string",
        "manufacturer": "string"
      }
    }
  ]
}
```

**SDK Code**

```python
import requests

url = "https://api.coperniq.io/v1/quotes"

payload = { "opportunityId": 1 }
headers = {
    "x-api-key": "<apiKey>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.json())
```

```javascript
const url = 'https://api.coperniq.io/v1/quotes';
const options = {
  method: 'POST',
  headers: {'x-api-key': '<apiKey>', 'Content-Type': 'application/json'},
  body: '{"opportunityId":1}'
};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}
```

```go
package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.coperniq.io/v1/quotes"

	payload := strings.NewReader("{\n  \"opportunityId\": 1\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("x-api-key", "<apiKey>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://api.coperniq.io/v1/quotes")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["x-api-key"] = '<apiKey>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"opportunityId\": 1\n}"

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.post("https://api.coperniq.io/v1/quotes")
  .header("x-api-key", "<apiKey>")
  .header("Content-Type", "application/json")
  .body("{\n  \"opportunityId\": 1\n}")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('POST', 'https://api.coperniq.io/v1/quotes', [
  'body' => '{
  "opportunityId": 1
}',
  'headers' => [
    'Content-Type' => 'application/json',
    'x-api-key' => '<apiKey>',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://api.coperniq.io/v1/quotes");
var request = new RestRequest(Method.POST);
request.AddHeader("x-api-key", "<apiKey>");
request.AddHeader("Content-Type", "application/json");
request.AddParameter("application/json", "{\n  \"opportunityId\": 1\n}", ParameterType.RequestBody);
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = [
  "x-api-key": "<apiKey>",
  "Content-Type": "application/json"
]
let parameters = ["opportunityId": 1] as [String : Any]

let postData = JSONSerialization.data(withJSONObject: parameters, options: [])

let request = NSMutableURLRequest(url: NSURL(string: "https://api.coperniq.io/v1/quotes")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "POST"
request.allHTTPHeaderFields = headers
request.httpBody = postData as Data

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```