Create Quote

Create a quote with customer details, profile, delivery options, alternatives, and custom fields.

Endpoint

POST /integrations/create_quote
Content-Type: application/json
Accept: application/json

Request Example

{
  "uuid": "6a52f0ba-4a3a-41e3-92ae-198db8fbc2e0",
  "customer_name": "Support",
  "customer_email": "[email protected]",
  "customer_phone": "+46768741810",
  "quote_profile_id": 115,
  "send_type": "none",
  "chat_enabled": true,
  "signable": true,
  "workflows_enabled": false,
  "trigger_created_messages_to_customer": 1,
  "allow_customer_document_upload": true,
  "alternatives": [
    { "bundle_id": 7, "sort_order": 2, "title": "We here 1" },
    { "skus": [123, 4343], "sort_order": 1, "title": "We here" }
  ],
  "custom_fields": {
    "bank_name": {
      "attribute": {
        "required": false,
        "editableByContact": false,
        "hideFromContact": true
      },
      "value": 5
    }
  }
}

Field Reference

Core

Field	Type	Required	Notes
`uuid`	string	yes	Must be the integration uuid in the integrations page
`quote_profile_id`	integer	yes	Quote profile ID (e.g., `115`)
`salesperson_email`	string\|null	no	Must belong to a registered user. If omitted or null, profile defaults apply

Customer

Field	Type	Required	Notes
`customer_name`	string	yes
`customer_email`	string\|null	conditional	Required if `send_type` is `email` or `dual`
`customer_phone`	string\|null	conditional	Required if `send_type` is `phone` or `dual` (format `+46NNNNNNNNN`)
`customer_company`	string\|null	no

Sending & Messaging

Field	Type	Required	Notes
`send_type`	string	yes	One of `email`, `sms`, `dual`, `auto`, `none`
`chat_enabled`	boolean	no	Enable chat on quote
`message`	string\|null	no	If omitted/null, default message is used
`trigger_created_messages_to_customer`	boolean\|0/1	no	Notify customer automatically on creation

Quote Options

Field	Type	Required	Notes
`workflows_enabled`	boolean	yes
`allow_customer_document_upload`	boolean	yes
`signable`	boolean	yes
`signable_until`	string\|null	no	`YYYY-MM-DD`

Alternatives

Provide a list of alternative product options offered in the quote. Each item supports either a bundle_id or a set of skus.

Field	Type	Required	Notes
`bundle_id`	integer	conditional	Preferred identifier for the alternative. Takes precedence over `skus` when both are present
`skus`	array	conditional	List of SKU codes to compose the alternative when `bundle_id` is not provided
`sort_order`	integer	no	Display ordering (ascending)
`title`	string	no	Optional label shown to the customer

Resolution rule: If an item includes both bundle_id and skus, the system uses bundle_id and ignores skus.

Custom Fields

Override quote-level custom fields. Send only the fields you want to override.

"custom_fields": {
  "<field_name>": {
    "attribute": {
      "required": false,
      "editableByContact": false,
      "hideFromContact": true
    },
    "value": <any>
  }
}

Attribute options (all optional):

required (bool) — if true, the field must be provided
editableByContact (bool) — if true, the customer can edit the field
hideFromContact (bool) — if true, the field is not shown to the customer

Value (optional): Prefills/sets the field value for this quote.

You don't need to send all custom fields—only the ones you want to override.

Additional Optional Fields

These can be included when relevant:

custom_field_1_content … custom_field_10_content (string|null)
tag_1 … tag_10 (string|null)
alternative_1_bundle_id, alternative_1_title
alternative_2_bundle_id, alternative_2_title
alternative_3_bundle_id, alternative_3_title

Minimal Payload Examples

Email flow

{
  "uuid": "6a52f0ba-4a3a-41e3-92ae-198db8fbc2e0",
  "quote_profile_id": 115,
  "customer_name": "Acme",
  "customer_email": "[email protected]",
  "send_type": "email"
}

Phone flow

{
  "uuid": "6a52f0ba-4a3a-41e3-92ae-198db8fbc2e0",
  "quote_profile_id": 115,
  "customer_name": "Acme",
  "customer_phone": "+46123456789",
  "send_type": "phone"
}

Alternatives & custom fields

{
  "uuid": "6a52f0ba-4a3a-41e3-92ae-198db8fbc2e0",
  "quote_profile_id": 115,
  "customer_name": "Acme",
  "send_type": "none",
  "alternatives": [
    { "skus": ["01.350000.01.00"], "sort_order": 1, "title": "We here 1" },
    { "bundle_id": 456, "sort_order": 2, "title": "Premium" }
  ],
  "custom_fields": {
    "bank_name": { "value": "SEB" },
    "internal_note": { "attribute": { "hideFromContact": true }, "value": "High priority" }
  }
}

Bundle alternatives only

{
  "uuid": "6a52f0ba-4a3a-41e3-92ae-198db8fbc2e0",
  "quote_profile_id": 115,
  "customer_name": "Acme",
  "send_type": "none",
  "alternatives": [
    { "bundle_id": 123, "sort_order": 1 },
    { "bundle_id": 456, "sort_order": 2, "title": "Premium" }
  ],
  "custom_fields": {
    "bank_name": { "value": "SEB" },
    "internal_note": { "attribute": { "hideFromContact": true }, "value": "High priority" }
  }
}

Validation & Behavior

uuid must match the specified integration uuid
Conditional requirements:
- send_type in (email, dual) → customer_email is required
- send_type in (phone, dual) → customer_phone is required
trigger_created_messages_to_customer accepts true/false or 1/0
custom_fields entries override profile defaults for this quote only

Optional & Advanced Fields (Complete List)

The following fields are available to include for additional control. Send only those you need.

Messaging & Notifications

message (string|null) — Quote notes
trigger_created_messages_to_customer (boolean|0/1) — Notify customer automatically on creation

Access, Workflow & Collaboration

chat_enabled (boolean) — Enable/disable chat on the quote
workflows_enabled (boolean) — Enable workflow features
allow_customer_document_upload (boolean) — Allow customer to upload attachments

Signing

signable (boolean) — Mark the quote as signable
signable_until (string|null, YYYY-MM-DD) — Optional expiration date for signing

Sales & Ownership

salesperson_email (string|null) — Assign salesperson by email (must exist in your tenant)

Tags (up to 10)

tag_1 … tag_10 (string|null) — Free-form labels for filtering/reporting

Legacy Custom Field Content (10 slots)

custom_field_1_content … custom_field_10_content (string|null) — Simple text values mapped to conventional slots

Legacy Alternatives (3 slots)

alternative_1_bundle_id, alternative_1_title
alternative_2_bundle_id, alternative_2_title
alternative_3_bundle_id, alternative_3_title

For richer alternatives, prefer the structured alternatives array documented above (supports bundle_id or skus, plus sort_order and title).

Full Payload Shape (Reference)

This shape shows all recognized fields and their types. Only required and relevant fields need to be sent.

{
  // Core
  "uuid": "6a52f0ba-4a3a-41e3-92ae-198db8fbc2e0",
  "quote_profile_id": 0,
  "salesperson_email": null,

  // Customer
  "customer_name": "",
  "customer_email": null,
  "customer_phone": null,
  "customer_company": null,

  // Sending & Messaging
  "send_type": "email|sms|dual|auto|none",
  "chat_enabled": true,
  "message": null,
  "trigger_created_messages_to_customer": false,

  // Quote Options
  "workflows_enabled": false,
  "allow_customer_document_upload": false,
  "signable": false,
  "signable_until": null,

  // Alternatives (structured list)
  "alternatives": [
    {
      "bundle_id": 123,
      "sort_order": 1,
      "title": "Option A"
    },
    {
      "skus": ["SKU-1", "SKU-2"],
      "sort_order": 1,
      "title": "Option A"
    }
  ],

  // Custom Fields (override specific fields)
  "custom_fields": {
    "<field_name>": {
      "attribute": {
        "required": false,
        "editableByContact": false,
        "hideFromContact": true
      },
      "value": "any"
    }
  },

  // Tags (10 slots)
  "tag_1": null,
  "tag_2": null,
  "tag_3": null,
  "tag_4": null,
  "tag_5": null,
  "tag_6": null,
  "tag_7": null,
  "tag_8": null,
  "tag_9": null,
  "tag_10": null,

  // Legacy custom field content (10 slots)
  "custom_field_1_content": null,
  "custom_field_2_content": null,
  "custom_field_3_content": null,
  "custom_field_4_content": null,
  "custom_field_5_content": null,
  "custom_field_6_content": null,
  "custom_field_7_content": null,
  "custom_field_8_content": null,
  "custom_field_9_content": null,
  "custom_field_10_content": null,

  // Legacy alternatives (3 slots)
  "alternative_1_bundle_id": null,
  "alternative_1_title": null,
  "alternative_2_bundle_id": null,
  "alternative_2_title": null,
  "alternative_3_bundle_id": null,
  "alternative_3_title": null
}

Response

Example

{
  "id": 950,
  "links": {
    "edit": "http://localhost/offerter/950/redigera",
    "customer_view": "http://localhost/view/hLcblYXo3BJh8Z",
    "customer_verificate": "http://localhost/signed/hLcblYXo3BJh8Z",
    "customer_project_approval": "http://localhost/view/hLcblYXo3BJh8Z?project_approval=1"
  }
}

Response Fields

Field	Type	Description
`id`	integer	Internal identifier of the created quote
`links.edit`	string (URL)	Back-office edit page for the quote
`links.customer_view`	string (URL)	Public customer view of the quote
`links.customer_verificate`	string (URL)	Customer signature/verification page
`links.customer_project_approval`	string (URL)	Customer approval view with `project_approval=1`

Status Codes

Status Code	Description
`201 Created`	Quote created successfully; response body as above
`4xx/5xx`	Error responses follow the platform error envelope (code, message, details)

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