Quotes

Overview

A quote is a priced offer to a customer. You build it as a draft, send it, and the customer receives a hosted link where they can view it, accept it or decline it. Accepting can issue an invoice automatically.

The flow end to end:

1. Create a quote (draft) with line items. Totals and tax are calculated by the server.
2. Send it. It is numbered, your billing details are frozen onto it, and the customer gets a link by email and/or WhatsApp. Status becomes sent.
3. The customer opens the link (viewed) and accepts or declines. You can also record the decision yourself.
4. On acceptance the quote becomes accepted, or converted when auto_invoice_on_accept is on and an invoice is issued for you.
5. The invoice is paid, see Invoices.

Authentication

Authorization: Bearer cm_your_api_key

Converting a quote creates an invoice, so convert needs both crm_quotes:write and crm_invoices:write. A key missing a required scope gets 403.

Attaching a quote to a contact, company, deal or lead, or using a product, also requires that the record is in your tenant.

Money and tax

All money fields end in _minor and are integers in minor units of the quote currency (paise for INR, cents for USD; JPY has none). 1180.50 rupees is 118050. Rates are in basis points: 1800 is 18%. Totals are computed by the server and are authoritative; amounts you send for subtotal, tax or total are ignored.

Per line: subtotal = quantity x unit_price_minor - discount, tax = subtotal x tax_rate_bps / 10000, rounded half up to the minor unit.

The quote object

{
  "id": "a1b2…",
  "tenant_id": "a0b1…",
  "number": "QT/26-27/0001",
  "status": "sent",
  "title": "Voice agents for Acme",
  "contact_id": "4411…",
  "company_id": "5c6d…",
  "deal_id": "33cc…",
  "lead_id": null,
  "owner_user_id": "b1f2…",
  "currency": "INR",
  "issue_date": "2026-10-09",
  "valid_until": "2026-11-08",
  "buyer": {
    "name": "Acme Traders",
    "email": "accounts@acme.example",
    "phone": "+919800000000",
    "address": "44 Park Street",
    "city": "Mumbai",
    "state": "Maharashtra",
    "state_code": "27",
    "postal_code": "400001",
    "country": "IN",
    "tax_id": "27AAAAA0000A1Z5"
  },
  "seller": { "legal_name": "…", "tax_id": "…" },
  "tax_mode": "in_intra",
  "place_of_supply": "27",
  "subtotal_minor": 2500000,
  "discount_minor": 0,
  "tax_minor": 450000,
  "total_minor": 2950000,
  "tax_breakdown": [
    { "label": "CGST 9%", "rate_bps": 900, "taxable_minor": 2500000, "tax_minor": 225000 },
    { "label": "SGST 9%", "rate_bps": 900, "taxable_minor": 2500000, "tax_minor": 225000 }
  ],
  "lines": [
    {
      "id": "c3d4…",
      "position": 0,
      "product_id": "8b20…",
      "name": "Voice agent setup",
      "description": null,
      "hsn_sac": "998313",
      "unit": "unit",
      "quantity": 1,
      "unit_price_minor": 2500000,
      "discount_bps": 0,
      "tax_name": "GST 18%",
      "tax_rate_bps": 1800,
      "subtotal_minor": 2500000,
      "tax_minor": 450000,
      "total_minor": 2950000
    }
  ],
  "notes": null,
  "terms": "Payment due within 15 days.",
  "public_url": "https://…/quote/…",
  "sent_at": "2026-10-09T10:00:00Z",
  "viewed_at": null,
  "accepted_at": null,
  "declined_at": null,
  "accepted_by_name": null,
  "decline_reason": null,
  "converted_invoice_id": null,
  "created_at": "2026-10-09T09:50:00Z",
  "updated_at": "2026-10-09T10:00:00Z"
}

Status lifecycle

Any move not listed returns 422. Header fields and lines can be edited only in draft. Accepting also returns 422 once valid_until has passed.

GET /api/v1/crm/quotes

Newest first. Each row carries the header fields, buyer, total_minor, sent_at, valid_until, converted_invoice_id and a computed buyer_name. It omits lines, seller, the tax fields and public_url.

POST /api/v1/crm/quotes

Creates a draft. Currency, validity, notes and terms default from your billing profile.

Line fields

curl -X POST https://api.callmissed.com/api/v1/crm/quotes \
  -H "Authorization: Bearer cm_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Voice agents for Acme",
    "contact_id": "4411…",
    "deal_id": "33cc…",
    "lines": [
      { "product_id": "8b20…", "name": "Voice agent setup", "quantity": 1,
        "unit_price_minor": 2500000 },
      { "name": "Extra call minutes", "quantity": 500, "unit_price_minor": 600,
        "tax_name": "GST 18%", "tax_rate_bps": 1800 }
    ]
  }'

Returns 201 with the full quote, its lines and public_url.

GET / PATCH / DELETE /api/v1/crm/quotes/{quote_id}

GET returns the quote with lines. PATCH accepts the create fields, all optional; when lines is present it replaces every line and totals are recalculated. An explicit null for currency, issue_date or valid_until is ignored. Changing contact_id, company_id or buyer rebuilds the buyer snapshot and recalculates tax. DELETE returns 204 with no body. PATCH and DELETE work only on a draft, otherwise 422. A revised quote is a draft that keeps its number, so it cannot be deleted (422): void it instead, which keeps the number sequence complete.

Sending

POST /api/v1/crm/quotes/{quote_id}/send

Sending a draft first numbers it, freezes your billing details and moves it to sent; a draft with no lines, or whose valid_until is in the past, returns 422. A quote that is already sent, viewed, accepted or converted is delivered again without a status change. A declined, expired or void quote returns 422 (revise it first). The status change is saved before delivery starts, so a failed channel does not undo it. The customer receives a hosted link where they can view, accept or decline the quote.

With an API key, to_email and to_phone may only repeat the buyer's own email and phone on the quote; any other recipient returns 403. Leave them out to use the buyer's details, or change the buyer on the draft first. Signed-in console users can send to any recipient.

Each workspace can send up to 200 quotes and invoices per channel per day (UTC), counting every email or WhatsApp delivery attempted. Past that, the call returns 429 before anything is numbered or sent; try again the next day. Channels with no recipient (skipped) do not count.

The response reports each channel separately:

{ "email": "sent", "whatsapp": "outside_window" }

A channel you did not request is null.

Accepting

POST /api/v1/crm/quotes/{quote_id}/accept

Records an acceptance on the customer's behalf, for example after a phone approval. Returns the quote.

Valid from sent or viewed, and only while valid_until has not passed in your workspace timezone. Emits the quote.accepted webhook event once the request commits. When auto_invoice_on_accept is on in your billing profile, an invoice is created and issued from the quote (issue date today, due date from payment_terms_days), the quote becomes converted and converted_invoice_id is set. Otherwise the quote stays accepted and you can convert it when ready.

POST /api/v1/crm/quotes/{quote_id}/decline

Valid from sent or viewed. Returns the quote. Send {} when you have no reason.

Convert to an invoice

POST /api/v1/crm/quotes/{quote_id}/convert

Creates an invoice from an accepted quote, copying its lines, and moves the quote to converted. Requires both crm_quotes:write and crm_invoices:write. The invoice is dated today and due after payment_terms_days from your billing profile.

Send {} for the default. Returns 201 with the new invoice. Any status other than accepted returns 422.

Revise, void and PDF

• POST /api/v1/crm/quotes/{quote_id}/revise returns a sent, viewed, declined or expired quote to draft so it can be edited. It keeps its number and clears the viewed and declined timestamps and the decline reason. Returns the quote.
• POST /api/v1/crm/quotes/{quote_id}/void cancels a quote and takes no body. Allowed from draft, sent, viewed, accepted, declined and expired; a converted or void quote returns 422. Returns the quote.
• GET /api/v1/crm/quotes/{quote_id}/pdf (scope crm_quotes:read) returns the quote as application/pdf, rendered on demand.

Expiry

A quote can be accepted until the end of its valid_until date in your workspace timezone (the timezone in your workspace settings; India time when none is set and your billing country is India). From the next day, accepting returns 422 and the hosted page shows the quote as no longer acceptable. The stored status moves from sent or viewed to expired automatically once that date has passed in every timezone, so it can lag by up to a day.

Errors

Nothing on this page consumes credits. Email and WhatsApp deliveries follow the normal charges of those channels.