Quotes

Mark Quote Accepted

Accept a quote on the customer's behalf. THIS RAISES AN INVOICE.

It runs the same provisioning path a signed envelope runs: the quote flips to accepted, the total rolls up to the linked deal, and provision_from_accepted_quote materialises the invoice or subscription with the org's configured billing provider. Use it when the customer paid or signed outside graph8, not to tidy up a stale quote.

evidence_type and evidence_note are REQUIRED and land on the audit row stamped method="manual", so a manual accept stays distinguishable from a signed-envelope accept forever.

The app additionally requires the caller to be an Owner/Admin or the resolved quote/deal owner, and refuses a quote that is not in the sent/viewed transition set with a 409.

post/quotes/{quote_id}/mark-accepted

Request

  • Base URL: https://be.graph8.com/api/v1
  • URL: https://be.graph8.com/api/v1/quotes/{quote_id}/mark-accepted
  • Auth: HTTP bearer

Path parameters

quote_idstring required

Quote id (UUID).

Headers

Authorizationstring nullable
X-Target-Org-Idstring nullable

Request body

evidence_type'offline_signature' | 'customer_email' | 'verbal_authorization' | 'payment_received' required

How the customer accepted, outside the e-sign flow.

evidence_notestring required

What happened, in the accepter's own words. Stored on the audit row.

Response

Successful Response

dataQuotePayload required

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

Changes