Release Notes

Quotes — full CRUD

You can now create, read, update, delete, send, and download PDF quotes through the public API.

Endpoints

Create a quote with sections

opportunityId is required. Provide line items either flat or grouped into named sections.

POST /quotes

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{
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  "opportunityId": 789225,
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  "sections": [
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    {
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      "name": "Materials",
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      "lineItems": [
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        {
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          "catalogItemId": 5884,
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          "quantity": 10,
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          "unitCost": 50,
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          "unitPrice": 75,
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          "name": "Solar Panel 400W"
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        }
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      ]
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    }
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  ],
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  "taxId": 12,
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  "discountType": "PERCENTAGE",
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  "discountValue": 5
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}

Business rules

• opportunityId is always required; workOrderId is not accepted (use PUT /work-orders/{workOrderId}/line-items for work order line items).
• Each section must contain at least one line item (lineItems min length 1).
• issueDate may only be provided when status is SENT or APPROVED.
• discountType must be PERCENTAGE or FLAT when discountValue is set.

Work order line items

New: PUT /work-orders/{workOrderId}/line-items

Replace all line items on a service work order’s underlying quote. If no quote exists yet, one is created automatically.

This endpoint is only available for service work orders on an account (i.e. the parent project type is ACCOUNT). Calling it on a non-account work order returns 400.

PUT /work-orders/{workOrderId}/line-items

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{
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  "sections": [
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    {
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      "name": "Labor",
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      "lineItems": [
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        {
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          "catalogItemId": 5884,
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          "quantity": 4,
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          "unitCost": 75,
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          "unitPrice": 100,
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          "name": "Electrician — hourly"
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        }
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      ]
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    }
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  ]
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}

New: lineItems on GET /work-orders/{workOrderId}

The work order detail response now includes a lineItems array when the work order is a service work order on an account and has at least one line item. The property is omitted entirely when there are no line items or the work order is not on an account.

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{
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  "id": 2025433,
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  "title": "Install main panel",
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  "lineItems": [
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    {
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      "id": 8001,
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      "name": "Solar Panel 400W",
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      "description": null,
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      "quantity": 10,
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      "unitPrice": 75.00,
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      "totalPrice": 750.00,
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      "unit": "EACH"
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    }
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  ]
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}

List taxes

New: GET /taxes

List tax rates configured for your company. Use these IDs when assigning taxes to quotes, invoices, and other financial documents.

GET /taxes?page=1&page_size=20&include_archived=false

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[
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  {
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    "id": 42,
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    "name": "State Sales Tax",
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    "rate": "8.25",
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    "isArchived": false,
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    "createdAt": "2025-06-01T00:00:00.000Z",
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    "updatedAt": "2025-06-01T00:00:00.000Z"
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  }
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]

Query parameters