Devis

Devis / estimations de vente : leur cycle de vie (du brouillon à l'acceptation ou l'expiration), leur conversion en facture, le téléchargement du PDF et l'envoi par e-mail au client, y compris un historique des tentatives d'envoi.

📄️List quotes for a workspace

Returns a paginated list of quotes for the specified workspace

📄️Create a quote

Creates a new quote in the specified workspace

📄️Retrieve a quote by ID

Returns a single quote by ID

📄️Update a draft quote

Update a draft quote by ID. Only quotes in draft state can be updated.

📄️Delete a quote

Delete a quote by ID. Only draft or cancelled quotes can be deleted.

📄️Trigger a quote lifecycle transition

Trigger a lifecycle state transition for a quote.

📄️Convert a quote to an invoice

Converts an accepted quote into a sales invoice. The quote transitions to 'converted'

📄️Download quote PDF

Download the PDF document for a quote as an attachment.

📄️Send quote by email

Sends the quote PDF to the specified recipient by email via Brevo.

📄️List email deliveries for a quote

Returns a paginated list of email delivery records for the specified quote.