Create a quote version | Solvimon

curl -X POST https://test.api.solvimon.com/v1/quote-versions \
     -H "X-API-KEY: <apiKey>" \
     -H "Content-Type: application/json" \
     -d '{
  "quote_id": "quot_BwDeM60tIxm6qIAleA1P",
  "status": "DRAFT"
}'

{
  "quote_id": "quot_BwDeM60tIxm6qIAleA1P",
  "version": 1,
  "object_type": "QUOTE_VERSION",
  "id": "qv_9f8d7a6b5c4e3d2f1a0b",
  "created_at": "2024-04-20T10:15:30Z",
  "updated_at": "2024-04-21T12:00:00Z",
  "expires_at": "2024-05-20T09:30:00Z",
  "pricing_plan_subscription_info": {
    "id": "pps_1234567890abcdef",
    "upgraded_from_pricing_plan_subscription_id": "pps_0987654321fedcba"
  },
  "status": "DRAFT",
  "actions": [
    {
      "created_at": "2024-04-20T11:00:00Z",
      "type": "SEND",
      "status": "COMPLETED",
      "send": {
        "to_email_addresses": [
          "client@example.com"
        ],
        "overwrite_to": true,
        "cc_email_addresses": [
          "sales@example.com"
        ],
        "bcc_email_addresses": [
          "manager@example.com"
        ]
      },
      "accept": {
        "name": {
          "first_name": "John",
          "last_name": "Doe",
          "infix": ""
        },
        "role": "SIGNER"
      },
      "reject": {
        "name": {
          "first_name": "Jane",
          "last_name": "Smith",
          "infix": ""
        },
        "role": "VIEWER",
        "reason": "Terms not acceptable"
      },
      "create_subscription": {
        "pricing_plan_subscription_id": "pps_abcdef1234567890"
      },
      "request_signature": {
        "signature_request_id": "sr_123abc456def789ghi",
        "signature_request": {
          "object_type": "SIGNATURE_REQUEST",
          "id": "sr_123abc456def789ghi",
          "created_at": "2024-04-20T11:05:00Z",
          "updated_at": "2024-04-20T11:10:00Z",
          "status": "IN_PROGRESS",
          "type": "QUOTE_VERSION",
          "quote_version": {
            "quote_version_id": "qv_9f8d7a6b5c4e3d2f1a0b"
          },
          "recipients": [
            {
              "id": "rec_001",
              "contact_id": "cont_001",
              "name": {
                "first_name": "John",
                "last_name": "Doe",
                "infix": ""
              },
              "email": "john.doe@example.com",
              "role": "SIGNER",
              "status": "PENDING"
            }
          ]
        }
      },
      "sign": {
        "signature_request_id": "sr_123abc456def789ghi"
      }
    }
  ],
  "link": {
    "expiry_period": {
      "type": "DAY",
      "value": 7
    },
    "portal_url_id": "portal_789xyz",
    "url": "https://portal.solvimon.com/quote/qv_9f8d7a6b5c4e3d2f1a0b"
  },
  "internal_notes": [
    "Reviewed by sales team on 2024-04-20"
  ],
  "notes": [
    "Client requested expedited processing"
  ],
  "approval_request_id": "apr_456def789ghi012jkl",
  "recipients": [
    {
      "type": "CONTACT",
      "contact": {
        "contact_id": "cont_001",
        "contact": {
          "reference": "CUST12345",
          "customer_id": "cust_67890",
          "email": "john.doe@example.com",
          "object_type": "CONTACT",
          "id": "cont_001",
          "name": {
            "first_name": "John",
            "last_name": "Doe",
            "infix": ""
          },
          "notification_preferences": [
            {
              "type": "INVOICE",
              "channels": [
                {
                  "type": "EMAIL",
                  "enabled": true
                }
              ]
            }
          ],
          "custom_fields": [
            {
              "id": "cf_001",
              "reference": "VIP_STATUS",
              "value": "Gold",
              "values": [
                "Gold",
                "Silver",
                "Bronze"
              ],
              "integration_details": {
                "payment_gateway_variant": "STRIPE",
                "id": "int_001",
                "reference": "StripeVIP",
                "adyen": {
                  "recurring_detail_reference": "recurring_adyen_001"
                },
                "stripe": {
                  "payment_method_id": "pm_1GqIC8Lz0qyl6XeW3Xq1"
                }
              }
            }
          ],
          "linked_integrations": [
            {
              "id": "int_001",
              "link_details": [
                {
                  "url": "https://dashboard.stripe.com/customers/cust_67890",
                  "custom_field_name": "Stripe Customer Link"
                }
              ]
            }
          ]
        }
      },
      "details": {
        "name": {
          "first_name": "John",
          "last_name": "Doe",
          "infix": ""
        },
        "email": "john.doe@example.com"
      },
      "role": "SIGNER"
    }
  ]
}

Requires the QUOTE.CREATE permission.

Authentication

X-API-KEYstring

API Key authentication via header

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Path parameters

versionstringRequiredDefaults to 1

version

Request

This endpoint expects an object.

quote_idstringRequired

The ID of the quote.

versionintegerRequired

The value describing the version of the quote.

expires_atdatetime or nullOptional

The expiration date of the quote version.

pricing_plan_subscription_infoobject or nullOptional

The info of the linked pricing plan subscription.

statusenum or nullOptional

linkobject or nullOptional

The public portal link of the quote.

internal_noteslist of strings or nullOptional

Internal notes on this quote versions.

noteslist of strings or nullOptional

Notes on this quote versions.

recipientslist of objects or nullOptional

The recipients for signature on this quote version.

Response

Created

quote_idstring

The ID of the quote.

versioninteger

The value describing the version of the quote.

object_typestring or nullRead-only

idstring or nullRead-only

created_atstring or nullRead-only

updated_atstring or nullRead-only

expires_atdatetime or null

The expiration date of the quote version.

pricing_plan_subscription_infoobject or null

The info of the linked pricing plan subscription.

statusenum or null

actionslist of objects or nullRead-only

The history of all actions done.

linkobject or null

The public portal link of the quote.

internal_noteslist of strings or null

Internal notes on this quote versions.

noteslist of strings or null

Notes on this quote versions.

approval_request_idstring or nullRead-only

The ID of the Approval Request that was created for this Quote Version.

recipientslist of objects or null

The recipients for signature on this quote version.

Errors

400

Bad Request Error

401

Unauthorized Error

403

Forbidden Error

409

Conflict Error

500

Internal Server Error

Authentication

Path parameters

Headers

Request

Response

Errors