Quotes

Quote configuration — the reusable tax, fee and discount presets applied when building quotes / estimates.

📄️List quote taxes

List the workspace's tax presets, newest first. Optionally filter by `active`. Scoped to the

Create a tax preset (simple or compound). A compound tax requires a `parent_id` referencing an

Edit a tax preset (partial update — omitted fields are unchanged). Scoped to the caller's

Set a tax preset's active state (the rest of the preset is preserved). Scoped to the caller's

List the workspace's fee presets, newest first. Optionally filter by `active`. Scoped to the

Create a fee preset (simple or compound). A compound fee requires a `parent_id` referencing an

Edit a fee preset (partial update — omitted fields are unchanged). Scoped to the caller's

Set a fee preset's active state (the rest of the preset is preserved). Scoped to the caller's

List the workspace's discount presets, newest first. Optionally filter by `active`. Scoped to

Create a discount preset (simple or compound). A compound discount requires a `parent_id`

Edit a discount preset (partial update — omitted fields are unchanged). Scoped to the caller's

Set a discount preset's active state (the rest of the preset is preserved). Scoped to the

List the quote templates the workspace can build a quote from, newest first. `type` selects the

List the workspace's quotes, newest first. `search_text` filters by quote name. Scoped to the

Create a draft quote for a deal. The deal's products, total, sales person and primary contact

Edit an existing quote. Read-modify-write: only the fields provided are changed; everything