Quote Template

Store a quote for client from items and return its Q number, VAT and totals. unit_price is in MAJOR units; currency, VAT and issuer come from the shared profile. A duplicate of an open quote is refused. Free: 5 open.

List quotes newest first: id, client, dates, state, days left while open, currency, total and the invoice number once accepted. State is read against today, so a lapsed quote shows as expired.

Return one quote in full by Q number or exact client name: lines with unit price and VAT, totals, dates, the state today with days left, notes, and the invoice it became once accepted. Reads only.

Revise a quote that is still open: line items, currency, discount, VAT default, validity or notes. Totals are recomputed. An accepted or declined quote is never edited.

Turn a quote into a plain-text summary to paste into an email: the line table, VAT lines, total and validity date. Also a .txt download link valid one hour. Free; quote_pdf writes the A4 document.

Mark a quote accepted and turn it into an invoice: created directly in the invoice server when its store is present, otherwise returned as invoice_create-ready line items. The numbers are copied, never recomputed.

Mark a quote lost, with a reason kept on the record, freeing a free-tier open slot and counting in the win rate. An accepted quote is refused, naming the invoice it became. Free on every tier.

Delete a draft quote that was never sent, accepted, invoiced or exported, and give its free open-quote slot back. A quote with any of those is refused with the dependent named. The id is never reissued.

Call this tool to render one quote as an A4 print-ready document and return a download link valid for one hour: the invoice layout with the validity date and an acceptance block. Pro.

Totals per currency for open, accepted, declined and expired quotes, with counts, the value still open and the win rate. Free covers the current calendar year to date; Pro reports over any date range.

Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.

Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.