Compute totals without creating anything (API key / Bearer auth, no usage fee)

Also exposed as the preview_quote tool on the MCP server at /mcp.

post/v1/quotes/preview

Request

  • Base URL: https://sendquotenow.com
  • URL: https://sendquotenow.com/v1/quotes/preview
  • Auth: one of:
    • API key in header X-API-Key
    • HTTP bearer

Request body

companyobject

Optional branding override: name, email, phone, address, terms

customerobject

Quote recipient: name, email, phone

tax_ratenumber

Decimal, e.g. 0.08 for 8%

discountobject

{ type: "percent"|"fixed", value: n }

currency'USD' | 'CAD' | 'EUR' | 'GBP' | 'AUD'
expiration_daysinteger
template'standard' | 'slate' | 'emerald' | 'noir' | 'violet'
industrystring

Styling hint only, e.g. hvac, photography

notesstring
scope_of_workstring

Rendered as a Scope of Work section on the document.

auto_scopeboolean

If true and scope_of_work is omitted, the server writes it via the Claude API from the line items/notes/industry. Adds LLM latency (~2s) beyond the normal <2s response; no-ops (returns no scope) if the server has no Claude API key configured. Ignored if scope_of_work is provided.

deliveryobject

{ method: "email", to, cc, message }

document_type'quote' | 'invoice' | 'purchase_order'

"invoice" issues a standalone, immediately-payable invoice (same hosted page/PDF/payment link as a quote, just numbered INV-xxxx). To convert an existing quote after the fact, use POST /v1/quotes/{id}/convert-to-invoice instead.

Response

Quote or invoice-labeled quote created: hosted PDF, QR code, Stripe payment link, expiration

object required

Changes

No recorded changes to this operation across all 1 revision of this API.