Quotes

Send a quote by email

Changed on

This endpoint allows you to send a quote by email to your customer. This requires that the PDF file for that document has been generated (this process can take a few minutes), so if you just created the quote in our system, we may return a 409 error. You should retry the request in a few minutes - if you receive a 204 response, that means that the email is on its way. For more information about email sending, please read [this guide](https://pennylane.readme.io/v2.0/docs/sending-documents-by-email).

The subject and body come from the company's default billing email template for the customer's billing language, unless email_template_id is set.

ℹ️ This endpoint requires the following scope: quotes:all

post/api/external/v2/quotes/{id}/send_by_email

Request

  • Base URL
    https://app.pennylane.com
  • URL
    https://app.pennylane.com/api/external/v2/quotes/{id}/send_by_email
  • Auth
    OAuth 2
    Authorization code: https://app.pennylane.com/oauth/authorize
    Token URL: https://app.pennylane.com/oauth/oauth/token scopes: quotes:all

Path parameters

idinteger required

Headers

X-Company-Idstring
Example:12345

Numeric ID of the company to act on. Required when authenticating with a firm token. Ignored when the token is already bound to a company.

Request body

recipientsstring[]

Email recipients.

If empty, the email will be sent to the recipient email addresses specified for the customer of this quote.

email_template_idinteger

Billing email template to use for this send.

It must belong to the company and have kind billing_email_quote. Its locale does not have to match the customer's billing language. Subject, body, cc and bcc then come from that template.

When omitted, the company's default template for the customer's billing language is used. In that case only the subject and body are applied.

Example request

{
  "recipients": [
    "audit@company.com"
  ],
  "email_template_id": 42
}

Response

Quote is being sent by email

Changes

    • info

      added the new optional header request parameter X-Company-Id

    • info

      added the new optional request property