📄️ Get Quote Addresses
Returns all addresses for a given quote.
📄️ Create Quote Address
Creates a new address for a specific quote.
📄️ Get Quote Address
Returns a specific address for a given quote.
📄️ Delete Quote Address
Deletes an address from a quote.
📄️ Create Quote Addresses In Bulk
Creates new addresses in bulk for a specific quote.
📄️ Copy Addresses to a Quote
Copies existing addresses to a quote.
📄️ Get Quote Contact
Returns a specific contact for a given quote.
📄️ Update Quote Contact
Updates the address association for a contact on a quote.
📄️ Get Quote Contacts
Returns the contacts for a given quote.
📄️ Create Quote Contact
Creates a new contact for a quote.
📄️ Delete Quote Contact
Deletes a contact from a quote.
📄️ Copy Contacts to Quote
Copies existing contacts to a quote.
📄️ Get Quote Document
Returns a specific document for a given quote.
📄️ Delete Request Document
Deletes a document from a request.
📄️ Update Quote Document
Updates the address association for a document on a quote.
📄️ Get Quote Documents
Returns the documents for a given quote.
📄️ Create Request Document
Uploads a document for a quote.
📄️ Create Quote Product
Adds a product to a quote service.
📄️ Get Products by Quote Service
Returns a list of products for a given quote service.
📄️ Delete Quote Product
Deletes a product from a quote service.
📄️ Update Quote Product
Updates an existing product on a quote service.
📄️ Get Products by Quote
Returns a list of products for a given quote.
📄️ Record Quote Selections
Records the recipient's proposal selections onto the quote's lines, products, and packages and moves the quote to PendingApproval. It does not approve or convert the quote.
📄️ Get Available Quote Product Providers
Retrieves available product providers for a given quote
📄️ Create Quote One-Time Product
Adds a standalone one-time product to a quote, not associated with any quote service.
📄️ Update Quote One-Time Product
Updates a standalone one-time product on a quote.
📄️ Delete Quote One-Time Product
Deletes a standalone one-time product from a quote.
📄️ Update Quote Service
Updates an existing product on a quote service.
📄️ Delete Quote Service
Deletes a service from a quote.
📄️ Get Quote Services
Returns all quote services for a given quote.
📄️ Create Quote Service
Adds a service to a quote.
📄️ Get External Quotes
Returns a list of external quotes.
📄️ Get External Quote
Returns a specific external quote for a given quote.
📄️ Update External Quote
Updates an external quote for a specific quote.
📄️ Delete External Quote
Deletes an external quote from a quote.
📄️ Get External Quotes
Returns all external quotes for a given quote.
📄️ Create External Quote
Creates a new external quote for a specific quote.
📄️ Set External Quote Current
Makes the given external quote the quote's current proposal. The previously-current proposal is unflagged, the quote's recorded selections are cleared, and a proposal-locked status is returned to Open.
📄️ Get Quote Service Summary
Returns a list of quotes with aggregate service counts (total and pending).
📄️ Get Approval Options
Returns the available approval methods for a quote based on its addresses and the customer's eligibility for child accounts.
📄️ Approve Quote
Approves a quote as of a given date. By default, activates products immediately. Set ActivateProducts to false to leave products in PENDING status for later activation.
📄️ Create an order from an approved quote
Reuses pending products, separating customer locations and optionally providers. Retries return the existing converted order. One-time and productless items are excluded and reported.
📄️ Set Quote Pending Signature
Moves a quote to PendingSignature when its current proposal is sent out for signature, locking it for line-item edits. System-managed status step; it does not approve or convert the quote.
📄️ Reopen Quote
Moves a quote that is out for signature or pending approval back to Open, un-flagging its current proposal and clearing recorded selections. No-op if the quote has no live proposal; blocked if it is already complete.
📄️ Apply Quote Macro
Applies a quote macro to a quote, appending its services and products and optionally setting the quote's description and assignee.
📄️ Create Quote
Creates a quote for a customer using basic quote structure.
📄️ Get Quotes
Returns a list of quotes.
📄️ Create Quote from external quote
Creates a quote from minimal data and associates it with an external quote
📄️ Get Quote
Retrieves a quote
📄️ Update Quote
Updates a quote for a customer using basic quote structure.
📄️ Copy Quote from existing quote
Creates a quote from an existing quote
📄️ Get Recurring Services for a Quote
Returns services that were created from a quote, with status, charges, and location details.
📄️ Activate Pending Services for a Quote
Activates all PENDING products on services created from this quote. Optionally filter to specific service IDs.