Quotes

Manage the full quote-to-cash lifecycle in graph8 — draft quotes with line items, send them for signature, duplicate, and convert accepted or sent quotes back to draft for revision.

List Quotes

GET /quotes

Returns a paginated list of quotes. All query parameters are optional.

Query Parameters

Example

curl "https://be.graph8.com/api/v1/quotes?status=sent&limit=10" \
  -H "Authorization: Bearer $API_KEY"

Response

{
  "data": {
    "items": [
      {
        "id": "quo_abc123",
        "quote_number": "Q-001",
        "title": "Acme Q3 Platform",
        "status": "draft",
        "total": 5000,
        "currency": "USD",
        "created_at": "2026-06-01T10:00:00Z",
        "sent_at": null,
        "accepted_at": null
      }
    ],
    "total": 1,
    "page": 1,
    "limit": 50
  }
}

Get Quote

GET /quotes/{quote_id}

Returns the full quote record including line items, activity log, and envelope data.

Path Parameters

Example

curl "https://be.graph8.com/api/v1/quotes/quo_abc123" \
  -H "Authorization: Bearer $API_KEY"

Response

The response includes all CBQuote columns plus:

List Quotable Products

GET /quotable-products

Returns a paginated list of products that can be used as line items on quotes. All query parameters are optional.

Query Parameters

Example

curl "https://be.graph8.com/api/v1/quotable-products?currency=USD" \
  -H "Authorization: Bearer $API_KEY"

Response

{
  "data": {
    "items": [{}],
    "total": 0,
    "page": 1,
    "limit": 100
  }
}

Get Quote Settings

GET /quote-settings

Returns org-level quote settings: branding, default terms, and sender identity. Auto-creates defaults if not yet configured.

Example

curl "https://be.graph8.com/api/v1/quote-settings" \
  -H "Authorization: Bearer $API_KEY"

Get Quotes by Company

GET /companies/{company_id}/quotes

Returns the full quote history for a company as an array of QuoteDetail objects.

Path Parameters

Example

curl "https://be.graph8.com/api/v1/companies/42/quotes" \
  -H "Authorization: Bearer $API_KEY"

Get Quotes by Contact

GET /contacts/{contact_id}/quotes

Returns all quotes where the contact is the signer, as an array of QuoteDetail objects.

Path Parameters

Example

curl "https://be.graph8.com/api/v1/contacts/101/quotes" \
  -H "Authorization: Bearer $API_KEY"

Create Quote

POST /quotes → 201 Created

Creates a new draft quote.

Request Body

Line Items

Each object in line_items supports:

Example

curl -X POST "https://be.graph8.com/api/v1/quotes" \
  -H "Authorization: Bearer $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Acme Q3",
    "contract_start_date": "2026-09-01",
    "signer_contact_id": 101,
    "signer_email": "[email protected]",
    "signer_name": "Jane Doe",
    "mashup_company_id": 1,
    "billing_legal_name": "Acme Inc.",
    "billing_primary_email": "[email protected]",
    "billing_email": "[email protected]",
    "billing_address": "1 Acme Way, San Francisco, CA",
    "deal_id": "deal_uuid",
    "owner_id": "[email protected]",
    "currency": "USD",
    "payment_terms": "net_30",
    "valid_until": "2026-09-30",
    "tax_amount": 0,
    "contract_months": 12,
    "contract_end_date": "2027-09-01",
    "accepted_payment_methods": ["ach", "credit_card", "wire"],
    "marketing_rights": ["logo", "quote", "case_study"],
    "line_items": [
      {
        "stripe_product_id": "prod_xxx",
        "stripe_price_id": "price_xxx",
        "product_name": "Pro Plan",
        "description": "Monthly subscription",
        "quantity": 1,
        "unit_amount": 50000,
        "discount_pct": 0,
        "billing_frequency": "month",
        "sort_order": 0
      }
    ]
  }'

Validation Errors (422)

Invalid input returns 422 with a field-level error list. Common rejections:

Update Quote

PUT /quotes/{quote_id} · PATCH /quotes/{quote_id}

Both verbs are accepted and behave identically. All fields are optional — only the fields you send are changed.

Draft quotes edit in place. A sent or viewed quote is recalled to draft first (its live signing link is voided) while keeping the same row and quote number. Terminal quotes (accepted, declined, voided, expired) reject the update with 400.

Path Parameters

Request Body

All fields are optional. Same fields as Create Quote.

Example

curl -X PATCH "https://be.graph8.com/api/v1/quotes/quo_abc123" \
  -H "Authorization: Bearer $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "billing_legal_name": "Acme Corp.",
    "valid_until": "2026-10-31"
  }'

Duplicate Quote

POST /quotes/{quote_id}/duplicate

Creates a new draft quote by copying the source quote. No request body required.

Path Parameters

Example

curl -X POST "https://be.graph8.com/api/v1/quotes/quo_abc123/duplicate" \
  -H "Authorization: Bearer $API_KEY"

Response

Returns the new draft QuoteDetail.

Edit Quote as Draft

POST /quotes/{quote_id}/edit-as-draft

Converts a sent quote back to a new draft for revision. Voids the existing signing envelope. No request body required.

Path Parameters

Example

curl -X POST "https://be.graph8.com/api/v1/quotes/quo_abc123/edit-as-draft" \
  -H "Authorization: Bearer $API_KEY"

Response

{
  "data": {
    "new_quote_id": "quo_def456",
    "new_quote_number": "Q-002",
    "voided_envelope_id": "env_xyz789",
    "source_quote_id": "quo_abc123"
  }
}

Send Quote

POST /quotes/{quote_id}/send

Sends the quote to the recipient via email with a signing link. Idempotent for resend.

Path Parameters

Request Body

Example

curl -X POST "https://be.graph8.com/api/v1/quotes/quo_abc123/send" \
  -H "Authorization: Bearer $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "subject": "Your Q3 quote from graph8",
    "message": "Hi Jane, please review and sign the attached quote."
  }'

Response

Returns the full QuoteDetail after sending.