Share, accept and convert a quote | Solvimon

This page shows what you do after you finalize a quote version. You share it with the customer, record the customer’s decision, optionally collect a signature, and convert the accepted version into a billing subscription. Each step is available through the API and in Desk.

How it works

Action	Endpoint	Allowed from
Finalize	`POST /v1/quote-versions/{id}/finalize`	`DRAFT`, `DECLINED`
Record as sent	`POST /v1/quote-versions/{id}/send`	`FINAL`, `SEND`
Accept	`POST /v1/quote-versions/{id}/accept`	`FINAL`, `SEND`, `SIGNED`
Reject	`POST /v1/quote-versions/{id}/reject`	`FINAL`, `SEND`
Request signature	`POST /v1/quote-versions/{id}/request-signature`	`FINAL`, `ACCEPTED`
Convert to subscription	`POST /v1/quote-versions/{id}/create-subscription`	`ACCEPTED`, `SIGNED`

You can accept or reject a version one time only. A call from any other status, or after the version’s expires_at, returns a validation error on status or expires_at.

Accepting or signing a quote in Solvimon does not create a subscription. Converting is a separate step, so you decide when billing starts. The DocuSign integration is the exception. It converts the quote after every signer signs the envelope.

Finalize a quote version

Finalizing locks the version, runs your approval policies, and creates the customer’s portal link. Call Finalize the quote version:

Finalize a quote version

curl -X POST https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18/finalize \
  -H "X-API-KEY: <apiKey>"

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_zwDsvH0vxuCEuSCv6j18",
  "quote_id": "quot_awDwHo0tYd4VZdBhe010",
  "version": 1,
  "status": "FINAL",
  "expires_at": "2026-11-30T23:59:59Z",
  "link": {
    "portal_url_id": "purl_KwDxZe0vHg5TqWBn7d1C",
    "url": "https://test.portal.solvimon.link/quote?t=..."
  },
  "invoices_info": {
    "first_invoice_summary": {
      "base_amount": { "quantity": "1000.00", "currency": "EUR" },
      "tax_amount": { "quantity": "210.00", "currency": "EUR" },
      "total_amount": { "quantity": "1210.00", "currency": "EUR" },
      "country_code": "NL"
    }
  }
}

Before you finalize through the API, make sure that:

The version’s subscription (type QUOTE) has status ACTIVE. Desk does this for you. Through the API, update the subscription’s status to ACTIVE first. If you do not, finalize fails with a validation error on pricing_plan_subscription_resource_id.
expires_at, if set, is still in the future.
Solvimon can evaluate every approval rule for this quote. If it cannot, finalize returns 422. Check approvals before finalizing to catch this first.

If an approval policy matches, the response has status: "WAITING_APPROVAL" and an approval_request_id, but no link. Solvimon creates the link when an approver approves the request.

invoices_info.first_invoice_summary holds the first invoice’s amount before tax, tax and total. It is empty when the customer has no address country, because Solvimon cannot calculate tax. To see the full first invoice, call Create a preview invoice with the quote’s subscription:

Preview the first invoice of a quote

curl -X POST https://test.api.solvimon.com/v1/invoices/preview \
  -H "X-API-KEY: <apiKey>" \
  -H "Content-Type: application/json" \
  -d '{
    "pricing_plan_subscription_id": "ppsu_HwDeeN0ueZElY7AltP1z",
    "start_at": "2026-11-01T00:00:00Z"
  }'

Response (shortened)

{
  "first_invoice": {
    "tax_total_summary": {
      "base_amount": { "quantity": "1000.00", "currency": "EUR" },
      "tax_amount": { "quantity": "210.00", "currency": "EUR" },
      "total_amount": { "quantity": "1210.00", "currency": "EUR" }
    }
  }
}

Via Desk

Click Finalize and publish at the bottom of the draft quote.
Optionally, set Quote version expires at.
Confirm.

See Quotes.

Share a FINAL version in one of two ways:

Portal link. link.url on the quote version opens a hosted page. On that page, the customer reads the quote, downloads it and its attachments, and accepts or rejects it. The link contains a token for this customer, so send it only to the customer. Do not publish it. Quote links do not expire on their own. The version’s expires_at controls how long the customer can act on the quote.
PDF. Download the quote and send it through your own channel. A customer who only has the PDF cannot accept the quote in Solvimon. Record their decision in Desk or through the API.

Get the portal link from Get a quote version by resource ID:

Get the portal link

curl https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18 \
  -H "X-API-KEY: <apiKey>"

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_zwDsvH0vxuCEuSCv6j18",
  "status": "FINAL",
  "link": {
    "portal_url_id": "purl_KwDxZe0vHg5TqWBn7d1C",
    "url": "https://test.portal.solvimon.link/quote?t=..."
  }
}

Download the PDF with Get the quote version as PDF:

Download the quote PDF

curl https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18/pdf \
  -H "X-API-KEY: <apiKey>" \
  -o quote.pdf

The response body is the PDF (application/pdf).

If you send the quote yourself and want the version to reflect that, record it with Send the quote version. Solvimon stores the addresses on the action and sets SEND. It does not email the customer.

Record that the quote was sent

curl -X POST https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18/send \
  -H "X-API-KEY: <apiKey>" \
  -H "Content-Type: application/json" \
  -d '{
    "to_email_addresses": ["buyer@customer.com"],
    "cc_email_addresses": ["rep@yourcompany.com"]
  }'

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_zwDsvH0vxuCEuSCv6j18",
  "status": "SEND"
}

Via Desk

After you publish, the quote shows Quote has been published with Download PDF and Copy portal URL.

Record the customer’s decision

In the customer portal

The quote page shows the content, the schedules and prices, the first-invoice total, attachments, and the expiry date (“This quote expires on …”). The customer can Download quote, Accept quote or Reject quote. The portal records the decision without a name or a rejection reason.

Via API

Accept on the customer’s behalf with Accept the quote version, optionally with the name and role of the person who accepted:

Accept a quote version

curl -X POST https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18/accept \
  -H "X-API-KEY: <apiKey>" \
  -H "Content-Type: application/json" \
  -d '{
    "name": { "first_name": "Jane", "last_name": "Doe" },
    "role": "CFO"
  }'

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_zwDsvH0vxuCEuSCv6j18",
  "status": "ACCEPTED"
}

Reject with Reject the quote version, optionally with a reason:

Reject a quote version

curl -X POST https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18/reject \
  -H "X-API-KEY: <apiKey>" \
  -H "Content-Type: application/json" \
  -d '{
    "name": { "first_name": "Jane", "last_name": "Doe" },
    "role": "CFO",
    "reason": "Price is above budget"
  }'

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_zwDsvH0vxuCEuSCv6j18",
  "status": "REJECTED"
}

A rejection also cancels the version’s QUOTE subscription. To continue the deal, create a new version. Solvimon stores the name, role and reason on the version’s actions.

Via Desk

On a FINAL quote, Desk shows “This quote is awaiting the customer’s acceptance” with Reject and Accept. Reject asks for a reason. Accept asks you to confirm the customer’s details first.

Collect a signature

To have the customer sign, add at least one recipient with role SIGNER to the version. A recipient is an existing contact of the customer, or a name and email address. Recipients with role VIEWER do not sign. They confirm that they reviewed the quote. Then call Request signature for the quote version:

Request a signature

curl -X POST https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18/request-signature \
  -H "X-API-KEY: <apiKey>"

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_zwDsvH0vxuCEuSCv6j18",
  "status": "SIGNATURE_REQUESTED"
}

Signers click Sign quote on the quote page in the portal. Viewers click Confirm I’ve reviewed. When every recipient completes this step, the version moves to SIGNED. You can convert a signed version directly. You do not need to accept it first.

In Desk, add signers with Add signer. While a signature is pending, Desk shows Download PDF and Open in customer portal. For a signature that you collected outside Solvimon, select Mark as signed in the ⋯ menu.

With the DocuSign integration, the signature request goes out as a DocuSign envelope instead. After every signer signs, the integration accepts the quote and converts it into a subscription.

Convert to a subscription

The conversion creates the subscription that bills. It copies the version’s schedules and terms into a new subscription of type BILLING, activates it, and moves the quote version to CLOSED. The quoted start and end dates stay the same. Call Create the subscription based on a approved quote version:

Convert a quote version

curl -X POST https://test.api.solvimon.com/v1/quote-versions/quve_zwDsvH0vxuCEuSCv6j18/create-subscription \
  -H "X-API-KEY: <apiKey>"

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_zwDsvH0vxuCEuSCv6j18",
  "status": "CLOSED",
  "actions": [
    {
      "type": "CREATE_SUBSCRIPTION",
      "status": "CLOSED",
      "created_at": "2026-10-04T08:30:00Z",
      "create_subscription": { "pricing_plan_subscription_id": "ppsu_TwDjXu0wLk5JqZGy7n1U" }
    }
  ]
}

create_subscription.pricing_plan_subscription_id is the new subscription.

Requirements:

The version is ACCEPTED or SIGNED.
The version’s expires_at is in the future.
The customer is ACTIVE. Through the API, activate a draft customer before you convert.

Via Desk

On an accepted or signed quote, click Activate subscription. The Convert quote to subscription dialog lists the results:
- The subscription becomes active and billing starts.
- The customer becomes active.
- You cannot revert the action.
Click Convert to subscription. Desk opens the new subscription.

You need the PRICING_PLAN_SUBSCRIPTION.CREATE permission to see Activate subscription. If you convert a version that is not the latest, Desk asks you to confirm.

Create a new version

You cannot change a finalized version. To change the offer after a rejection or a declined approval, click Create new version. Desk creates the next version in DRAFT with a copy of the content, schedules and custom fields, and opens it.

Through the API, create the version with Create a quote version, then set up its subscription and schedules.

Create the next quote version

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_awDwHo0tYd4VZdBhe010",
    "version": 2
  }'

Response (shortened)

{
  "object_type": "QUOTE_VERSION",
  "id": "quve_RwDtKa0wLmPqYbNe3c2H",
  "quote_id": "quot_awDwHo0tYd4VZdBhe010",
  "version": 2,
  "status": "DRAFT"
}

version is optional. If you set it, it must be one higher than the latest version.

Edge cases

Expiry. After expires_at, Solvimon refuses every action on the version, including accept and convert. To give the customer more time, update expires_at on the version.
Customer address. Without an address country, the invoice preview and invoices_info are empty.
Upgrade quotes convert the same way and also end the original subscription when the new one starts. See Upgrade quotes.
Which status means “won”. For CRM automation, treat ACCEPTED or SIGNED as won and CLOSED as converted. Status changes arrive as QUOTE_VERSION.UPDATED webhooks. A signature also sends QUOTE_VERSION.SIGNED. The conversion sends PRICING_PLAN_SUBSCRIPTION.CREATED for the new subscription. See Webhook event types.

How it works

Finalize a quote version

Via Desk

Share the quote

Via Desk

Record the customer’s decision

In the customer portal

Via API

Via Desk

Collect a signature

Convert to a subscription

Via Desk

Create a new version

Edge cases