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Quotes
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get
/quotes
List Quotes
post
/quotes
Create Quote
get
/quotes/{quote_id}
Get Quote
put
/quotes/{quote_id}
Update Quote
delete
/quotes/{quote_id}
Delete Quote
patch
/quotes/{quote_id}
Update Quote
get
/quotable-products
List Quotable Products
get
/quote-settings
Get Quote Settings
put
/quote-settings
Update Quote Settings
get
/companies/{company_id}/quotes
Get Company Quotes
get
/contacts/{contact_id}/quotes
Get Contact Quotes
post
/quotes/{quote_id}/duplicate
Duplicate Quote
post
/quotes/{quote_id}/edit-as-draft
Edit Quote As Draft
post
/quotes/{quote_id}/send
Send Quote
post
/quotes/{quote_id}/archive
Archive Quote
post
/quotes/{quote_id}/unarchive
Unarchive Quote
post
/quotes/{quote_id}/expire
Expire Quote
post
/quotes/{quote_id}/revoke
Revoke Quote
post
/quotes/{quote_id}/mark-accepted
Mark Quote Accepted
get
/quotes/{quote_id}/pdf
Get Quote Pdf
post
/quotes/{quote_id}/send-preview
Preview Quote Send
post
/quotes/preview-draft
Preview Quote Draft
post
/quotes/payment-schedule
Preview Payment Schedule
post
/quotes/batch
Batch Quote Action
get
/quote-templates
List Quote Templates
post
/quote-templates
Create Quote Template
put
/quote-templates/{template_id}
Update Quote Template
delete
/quote-templates/{template_id}
Delete Quote Template
get
/quote-settings/documents
List Quote Documents
post
/quote-settings/documents
Upload Quote Document
delete
/quote-settings/documents/{doc_id}
Delete Quote Document
get
/quote-contacts
Search Quote Contacts
post
/quote-contacts
Create Quote Contact
post
/quote-billing-contact
Create Quote Billing Contact
post
/quotes/payment-installments
Preview Payment Installments
get
/quotes/approvals/pending
List Quotes Pending Approval
post
/quotes/{quote_id}/request-approval
Request Quote Approval
post
/quotes/{quote_id}/approve
Approve Quote
post
/quotes/{quote_id}/reject
Reject Quote
post
/quotes/{quote_id}/signer-change/approve
Approve Signer Change
post
/quotes/{quote_id}/signer-change/reject
Reject Signer Change
get
/quote-catalog
Get Quote Catalog
get
/quote-catalog/bundles
Get Quote Catalog Bundles
post
/quote-catalog/validate
Validate Quote Catalog Selection
post
/stripe/api-key
Connect Stripe Api Key
get
/stripe/integration-status
Get Stripe Integration Status
post
/stripe/sync
Trigger Stripe Sync
get
/stripe/connections/{connection_id}/data
Get Stripe Data
get
/stripe/connections/{connection_id}/data/{resource}
Get Stripe Data Page
get
/stripe/products
List Stripe Products
get
/stripe/products/{product_id}/subscribers
List Stripe Product Subscribers
patch
/stripe/customers/{customer_id}/mapping
Update Stripe Customer Mapping
get
/stripe/companies/{company_id}/subscriptions
Get Company Stripe Subscriptions
get
/stripe/companies/{company_id}/invoices
Get Company Stripe Invoices
get
/stripe/companies/{company_id}/revenue-summary
Get Company Revenue Summary
get
/stripe/product-settings
List Stripe Product Settings
patch
/stripe/product-settings/bulk
Bulk Update Stripe Product Settings
put
/stripe/product-settings/{stripe_product_id}
Upsert Stripe Product Settings
get
/manual-products
List Manual Products
post
/manual-products
Create Manual Product
delete
/manual-products/{product_id}
Delete Manual Product
patch
/manual-products/{product_id}
Update Manual Product
post
/quotes/mailbox-capacity
Calculate Mailbox Capacity
get
/quotes/{quote_id}/evidence
List Quote Evidence
post
/quotes/{quote_id}/evidence
Upload Quote Evidence
get
/quotes/{quote_id}/evidence/{evidence_id}
Download Quote Evidence
Radar
49
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8
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4
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8
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4
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13
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14
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6
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6
Revenue Records
18
Roles
21
Sales Coach
37
sandbox
9
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2
Schedule Buy
12
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10
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5
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21
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31
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8
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90
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56
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24
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12
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3
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22
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25
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9
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1
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6
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21
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25
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21
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35
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13
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26
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196
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38
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46
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75
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107
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59
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7
Quotes
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Changes to Get Quote Catalog Bundles
get
/quote-catalog/bundles
Oct 19, 2026
2e7cfa0ca921
Revision changes
info
endpoint added