Quotes

---
name: "SalesBuildr Quotes"
description: >
  Salesbuildr quotes: quote creation with product line items, quote search,
  and retrieving quote details, plus how quotes link to companies, contacts,
  and opportunities.
when_to_use: >-
  When creating, searching, or viewing a Salesbuildr quote. Use when:
  salesbuildr quote, salesbuildr quotes, create quote salesbuildr, quote
  line items, salesbuildr proposal, or search quotes salesbuildr.
---

# Salesbuildr Quotes

## Overview

Quotes are proposals sent to customers containing one or more products as line items. Each quote is linked to a company and contact, and can optionally be associated with an opportunity.

## Anti-triggers

- **Emailing the quote to the customer for signature** — Salesbuildr builds
  and prices the quote; turning it into a sendable, signable document is
  `pandadoc-documents`.
- **Quotes in another quoting system** — Kaseya Quote Manager and ConnectWise
  CPQ use identical vocabulary for their own records; use
  `kaseya-quote-manager-quotes` or `connectwise-cpq-quotes`.
- **Billing for a quote the customer accepted** — an accepted quote is not an
  invoice; use `xero-invoices` or `qbo-invoices`.
- **The pipeline record the quote hangs off** — stage, value, and close date
  belong to the opportunity; use `salesbuildr-opportunities`.

## Search Quotes

```
GET /quotes?search=<term>&company_id=<id>&opportunity_id=<id>&from=0&size=25
```

Parameters:
- `search` - Search by quote name/number
- `company_id` - Filter by company
- `opportunity_id` - Filter by opportunity
- `from` - Pagination offset
- `size` - Results per page

## Get Quote by ID

```
GET /quotes/{id}
```

Returns full quote details including all line items with product information.

## Create Quote

```
POST /quotes

{
  "name": "Infrastructure Refresh Q1 2026",
  "company_id": 12345,
  "contact_id": 67890,
  "opportunity_id": 11111,
  "items": [
    {
      "product_id": 100,
      "quantity": 2,
      "unit_price": 1299.00
    },
    {
      "product_id": 200,
      "quantity": 5,
      "unit_price": 49.99
    }
  ]
}
```

Required fields: `company_id`

## Key Fields

| Field | Description |
|-------|-------------|
| id | Unique quote identifier |
| name | Quote title/description |
| company_id | Associated company |
| contact_id | Associated contact |
| opportunity_id | Linked opportunity |
| items | Array of line items |
| total | Calculated total amount |
| status | Quote status |

## Common Workflows

### Create a Quote from Scratch

1. Find company: `GET /companies?search=customer`
2. Find contact: `GET /contacts?company_id=12345`
3. Search products: `GET /products?search=firewall`
4. Create quote with products: `POST /quotes`

### Quote for an Existing Opportunity

1. Find opportunity: `GET /opportunities?search=deal name`
2. Use company_id and contact_id from opportunity
3. Search products for line items
4. Create quote linked to opportunity

### Review Past Quotes

1. Search quotes by company: `GET /quotes?company_id=12345`
2. Get specific quote details: `GET /quotes/{id}`
3. Review line items and pricing