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Accounting Code
3
Alert
1
Attachment
7
Attachment Certification
1
Auth
1
CAPAs
3
Change Order
5
Chart Of Accounts
2
Company Info
2
Custom Field
2
Customer
6
Customer Address
5
Customer Contact
5
Customer Tier
2
Department
4
Department Shift
5
Equipment
4
Equipment Downtime
5
Gauge Code
2
Grade Code
2
InProcessTrackingFieldType
2
Inventory
6
Inventory Event
2
Inventory Event Details
3
Inventory Lot
3
Inventory Transactions
1
Invoice
6
Invoice Deposit Adjustment Line Item
2
Invoice Deposit Line Item
2
Invoice Discount Line Item
1
Invoice Fee Line Item
4
Invoice Line Item
2
Invoice Note
1
Invoice Part Line Item
4
Invoice Refund Line Item
4
Invoice Shipping Charge Line Item
1
Invoice Tax Line Item
2
Item
15
Item Category
2
Item Class
2
Item Custom Fields
2
Item Customer
4
Item Material Vendor
3
Item PriceBreaks
4
Item Routing
28
Item Tag
5
Item Vendor
3
Job
10
Job Custom Fields
2
Job Full Routing
18
Job Item To Make
4
Job Item To Make Operation
9
Job Message
2
Job Operation
2
Job Part Line Item Full Routing
1
Job Tracking Timers
3
Location
3
Material
4
Material Code
2
Material Vendor
6
NCRs
3
Nesting
2
Note
3
Operation
4
Payment Term
3
Purchase Order
8
Purchase Order Custom Fields
2
Purchase Order Discount Line Item
1
Purchase Order Fee Line Item
7
Purchase Order Line Item
3
Purchase Order Outside Processing Line Item
7
Purchase Order Outside Processing Line Item Custom Fields
1
Purchase Order Part Line Item
7
Purchase Order Part Line Item Custom Fields
1
Purchase Order Tax Line Item
2
Purchase Order Vendor Credit Line Item
4
Quote
15
get
/api/quotes/{quoteId}/capable-to-promise
Get the latest capable-to-promise calculation for a quote
post
/api/quotes/{quoteId}/capable-to-promise
Calculate when a quote could be made
post
/api/quotes/{quoteId}/to-sales-order
Convert a quote to a sales order
post
/api/quote
TO BE REMOVED 6/30/2025 - Create a new draft quote
post
/api/quotes
Create a new draft quote
post
/api/quotes/{quoteId}/revision
Make a new revision of a quote
delete
/api/quote/{quoteId}
TO BE REMOVED 6/30/2025 - Delete a specific Quote
get
/api/quotes/{quoteId}
Get a specific Quote
put
/api/quotes/{quoteId}
Update a quote
delete
/api/quotes/{quoteId}
Delete a specific Quote
patch
/api/quotes/{quoteId}
Partially update a quote
get
/api/quotes/{quoteId}/pdf
Download the PDF for a quote
post
/api/quotes/list
Find quotes based on search parameters.
post
/api/quotes/status-history/list
Lists quote status changes in a fixed order, newest first (changes at the same instant by `id`, descending); Sort is ignored. One row per change: the status the quote moved into, the status it left, who made the change and when, and the quote's number, customer, salesperson, current status and part line count. Revision and deletion events, and every change of a deleted quote, are left out.
post
/api/quotes/{quoteId}/status
Update a quote status
Quote Custom Fields
2
Quote Discount Line Item
3
Quote Fee Line Item
5
Quote Part Line Item
10
Quote Part Line Item Custom Fields
2
Quote Part Line Item Full Routing
23
Quote Tax Line Item
5
Receiving Receipt
6
Receiving Receipt Line Item
5
Refund Reason Code
2
Reporting
9
Sales Order
9
Sales Order Blanket Line Item
4
Sales Order Custom Fields
2
Sales Order Discount Line Item
4
Sales Order Fee Line Item
6
Sales Order Line Item
2
Sales Order Part Line Item
9
Sales Order Part Line Item Custom Fields
2
Sales Order Part Line Item Full Routing
22
Sales Order Refund Line Item
4
Sales Order Shipping Charge Line Item
1
Sales Order Tax Line Item
5
ScrapReport
1
Settings
4
Shape Code
2
Shipment Custom Fields
1
Shipment Line Items (V3)
1
Shipments
5
Shipping Method
2
Site
2
Tag
5
Task
5
Tax Rate
4
Time Clock Timers
3
Timer
4
Tool
8
Tool Calibration
5
User
2
User Status
2
Vendor
5
Vendor Address
5
Vendor Contact
5
Work Order
7
WorkCenter
4
Quote
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Changes to Download the PDF for a quote
get
/api/quotes/{quoteId}/pdf
Sep 17, 2026
dea755e5a8ab
Revision changes
info
endpoint added