Mark Quote Accepted
POST /quotes/{quote_id}/mark-accepted
Accept a quote on the customer’s behalf. THIS RAISES AN INVOICE.
It runs the same provisioning path a signed envelope runs: the quote flips
to accepted, the total rolls up to the linked deal, and
provision_from_accepted_quote materialises the invoice or subscription
with the org’s configured billing provider. Use it when the customer paid
or signed outside graph8, not to tidy up a stale quote.
evidence_type and evidence_note are REQUIRED and land on the audit row
stamped method="manual", so a manual accept stays distinguishable from a
signed-envelope accept forever.
The app additionally requires the caller to be an Owner/Admin or the resolved quote/deal owner, and refuses a quote that is not in the sent/viewed transition set with a 409.
Authorizations
Parameters
Path Parameters
Quote id (UUID).
Quote id (UUID).
Header Parameters
Request Body required
Evidence for an acceptance that happened OUTSIDE graph8 e-sign.
Both fields are required by the app and stay required here. This is the audit trail for a quote accepted on a wire transfer or a paper contract, and an acceptance with no recorded reason is the one thing a finance surface cannot afford.
object
What happened, in the accepter’s own words. Stored on the audit row.
How the customer accepted, outside the e-sign flow.
Responses
200
Successful Response
object
An open envelope for a quote, template, contact or job result.
object
422
Validation Error