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Send Quote

POST
/quotes/{quote_id}/send

Send the quote for e-signature (or resend if it’s already in flight).

Side effects: creates / reuses a signing envelope, sends the customer-facing email via SES, logs to the universal inbox, rolls quote status forward to sent. Recipient is resolved from signer_contact_id or signer_email (one must be set).

Idempotent for resend: when the quote already has an envelope in sent or viewed state, the existing envelope is re-emailed and the recipient keeps the original signing link.

Authorizations

Parameters

Path Parameters

quote_id
required

Quote UUID (must be in draft or sent status)

string

Quote UUID (must be in draft or sent status)

Header Parameters

X-Target-Org-Id
Any of:
string

Request Body

Send (or resend) a quote for e-signature.

Both fields are optional — the server falls back to the quote title for subject and a default cover line for message. When the target quote already has an active envelope (sent / viewed) this resends without minting a new signing link.

object
message
Any of:
string
subject
Any of:
string

Responses

200

Successful Response

object
data
required

Full row + line items + activity + envelope from GET /quotes/{id}.

Open dict because _get_quote_detail returns the dynamic _row_to_dict shape plus resolved contact/company/envelope blocks.

object
activity
Any of:
Array<object>
object
key
additional properties
any
envelope
Any of:
object
key
additional properties
any
id
Any of:
string
line_items
Any of:
Array<object>
object
key
additional properties
any
quote_number
Any of:
string
status
Any of:
string
title
Any of:
string
key
additional properties
any
pagination
Any of:
object
has_next
required

Whether there are more pages

boolean
limit
required

Items per page

integer
next_cursor
Any of:
string
page
required

Current page number (1-indexed)

integer
total
required

Total number of items

integer

422

Validation Error

object
detail
Array<object>
object
loc
required
Array
msg
required
string
type
required
string