Quotes

Update Quote Settings

Org-wide quote branding, terms and sender identity. ORG ADMIN.

GET /quote-settings was already published; this is its write half. Admin because sender_email decides whose name every quote goes out under.

put/quote-settings

Request

  • Base URL: https://be.graph8.com/api/v1
  • URL: https://be.graph8.com/api/v1/quote-settings
  • Auth: HTTP bearer

Headers

Authorizationstring nullable
X-Target-Org-Idstring nullable

Request body

company_namestring nullable
company_logo_urlstring nullable
default_termsstring nullable
default_privacystring nullable
terms_urlstring nullable
privacy_urlstring nullable
default_payment_termsstring nullable
default_valid_daysinteger nullable
quote_number_prefixstring nullable
accent_colorstring nullable
footer_textstring nullable
terms_libraryobject[] nullable
sender_namestring nullable
sender_emailstring nullable

Whose name every quote goes out under. Admin-only for that reason.

sender_modestring nullable

fixed to always use sender_email, or creator.

company_addressstring nullable
company_phonestring nullable
company_emailstring nullable
quote_acceptance_roam_notifications_enabledboolean nullable
quote_acceptance_roam_channel_idstring nullable
quote_acceptance_roam_channel_namestring nullable
auto_close_deal_on_acceptanceboolean nullable

Close the linked DEAL when a quote is accepted. Org-wide, and it changes what every future acceptance does to the pipeline.

auto_advance_deal_on_quote_sendboolean nullable
default_billing_providerstring nullable
required_billing_fieldsstring[] nullable

Response

Successful Response

dataQuotePayload required

An open envelope for a quote, template, contact or job result.

Changes

No recorded changes to this operation across all 3 revisions of this API.