Quotes
A quote is an approximation, of the prices, which a seller projects to a buyer. There can be different quotes to different buyers.
Possible error codes:
Error Code | Message |
---|---|
1001 | Quote Number already exist |
1002 | Quote does not exist |
2007 | Quote cannot be raised for items that have been deleted or marked as inactive |
4041 | Quote status cannot be changed to Draft |
9526 | Please enter a valid retainer percentage. It should be greater than 0 and less than or equal to 100 |
Attribute
place of contact
given for the contact will be taken) business_gst
, business_none
, overseas
, consumer
.home_country_mexico
,border_region_mexico
,non_mexico
supported only for MX.draft
, sent
, invoiced
, accepted
, declined
and expired
entity_level
and item_level
Create a Quote
Create a quote for your customer.
OAuth Scope : ZohoSubscriptions.quotes.CREATE
Arguments
place of contact
given for the contact will be taken) business_gst
, business_none
, overseas
, consumer
.home_country_mexico
,border_region_mexico
,non_mexico
supported only for MX.entity_level
and item_level
Maximum length [25]
Maximum length [25]
uk
. If the customer is in an EU country & VAT registered, you are resides in Northen Ireland and selling Goods then his VAT treatment is eu_vat_registered
, if he resides outside of the UK then his VAT treatment is overseas
(For Pre Brexit, this can be split as eu_vat_registered
, eu_vat_not_registered
and non_eu
).Query Parameters
true
and false
List Quotes
List all quotes with pagination.
OAuth Scope : ZohoSubscriptions.quotes.READ
Query Parameters
Update a Quote
Update an existing quote. To delete a line item just remove it from the line_items list.
OAuth Scope : ZohoSubscriptions.quotes.UPDATE
Arguments
place of contact
given for the contact will be taken) business_gst
, business_none
, overseas
, consumer
.home_country_mexico
,border_region_mexico
,non_mexico
supported only for MX.entity_level
and item_level
Maximum length [25]
Maximum length [25]
uk
. If the customer is in an EU country & VAT registered, you are resides in Northen Ireland and selling Goods then his VAT treatment is eu_vat_registered
, if he resides outside of the UK then his VAT treatment is overseas
(For Pre Brexit, this can be split as eu_vat_registered
, eu_vat_not_registered
and non_eu
).Query Parameters
Retrieve a Quote
Fetch the details of a quote.
OAuth Scope : ZohoSubscriptions.quotes.READ
Query Parameters
true
and false
json
, pdf
and html
Delete a Quote
Delete an existing quote.
OAuth Scope : ZohoSubscriptions.quotes.DELETE
Mark a Quote as sent
Mark a draft quote as sent.
OAuth Scope : ZohoSubscriptions.quotes.CREATE
Mark a Quote as accepted
Mark a sent quote as accepted if the customer has accepted it.
OAuth Scope : ZohoSubscriptions.quotes.CREATE
Mark a Quote as declined
Mark a sent quote as declined if the customer has rejected it.
OAuth Scope : ZohoSubscriptions.quotes.CREATE
Email a quote
Email a quote to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
OAuth Scope : ZohoSubscriptions.quotes.CREATE
Arguments
Query Parameters
Get quote email content
Get the email content of a Quote.
OAuth Scope : ZohoSubscriptions.quotes.READ
Query Parameters
Email multiple quotes
Send quotes to your customers by email. Maximum of 10 quotes can be sent at once.
OAuth Scope : ZohoSubscriptions.quotes.CREATE
Query Parameters
Bulk export quotes
Maximum of 25 quotes can be exported in a single pdf.
OAuth Scope : ZohoSubscriptions.quotes.READ
Query Parameters
Bulk print Quotes
Export Quotes as pdf and print them. Maximum of 25 quotes can be printed.
OAuth Scope : ZohoSubscriptions.quotes.READ
Query Parameters
List quote templates
Get all quote pdf templates.
OAuth Scope : ZohoSubscriptions.quotes.READ
Update quote template
Update the pdf template associated with the quote.
OAuth Scope : ZohoSubscriptions.quotes.UPDATE
Add Comments
Add a comment for a quote.
OAuth Scope : ZohoSubscriptions.quotes.CREATE
Arguments
List quote comments & history
Get the complete history and comments of a quote.
OAuth Scope : ZohoSubscriptions.quotes.READ
Update comment
Update an existing comment of a quote.
OAuth Scope : ZohoSubscriptions.quotes.UPDATE
Arguments
Delete a comment
Delete a quote comment.
OAuth Scope : ZohoSubscriptions.quotes.DELETE