Quotes

Create Quote Template

Create a template. ORG ADMIN - it changes what every future quote starts as.

post/quote-templates

Request

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

Headers

Authorizationstring nullable
X-Target-Org-Idstring nullable

Request body

namestring required
descriptionstring nullable
default_line_itemsobject[] nullable
default_payment_termsstring nullable
default_valid_daysinteger nullable
terms_overridestring nullable
is_defaultboolean
document_idsstring[] nullable

Legal documents to attach to every quote built from this template. Ids come from GET /quote-settings/documents.

contract_monthsnumber nullable
contract_duration_valuenumber nullable
contract_duration_unit'months' | 'weeks' | 'days' 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 2 revisions of this API.