Docs
API referenceDocumentsQuotes

Publish quote link

Freezes a draft quote and returns its canonical customer portal link without requiring or sending email.

Endpoint
POST /v1/quotes/{documentRef}/publish
Authorization
Required permission: `quotes:manage`.
Environments
Production only
Idempotency
Required for safe retries.
Common next step
Download document file

Update quote PUT

Fully replaces the editable customer, line-item, pricing, settlement, and invoicing data of a draft quote.

Cancel quote POST

Cancels a draft or sent quote. Accepted and converted quotes must be reconciled through their receipt or invoice.