Quotations

Read quotations and their versions, and update a quotation’s status or stage. A quotation holds commercial metadata; its versions hold the selected content, products and pricing for that version.

Use this section to synchronize a sales pipeline or retrieve a specific quotation version for another system. Read quotation settings for configured stages and lost reasons, and Owners for IDs that can filter the list.

What you can do

Task	Reference
Find available quotations	List Quotations
Find available quotation owners	List Quotation Owners
Find available quotation settings	List Quotation Settings
Read one quotation	Get Quotation
Change quotation status	Set Quotation Status
Change quotation stage	Set Quotation Stage
Find available quotation versions	List Quotation Versions
Read one quotation version	Get Quotation Version
Find available quotation notes	List Quotation Notes

Before you start

Your API key needs quotations:read to read these resources. Use quotations:write for write operations.

Important behaviour

List excludes archived quotations. Expected-close-date filters do not filter creation dates. Get returns the current version unless versionId is provided. The quotation-level price and selected-version total represent different values. Setting WON requires an accepted version and acceptor name; setting LOST requires a configured lost reason. These endpoints do not create quotations or edit version content.