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Overview

Quotes (cotizaciones) allow you to send proposals to customers before creating invoices. They support the same line items, taxes, and discounts as invoices, plus versioning.

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Create a Quote

curl -X POST "https://api.corebill.io/v1/quotes?company_id=com_abc123" \
  -H "Authorization: Bearer sk_live_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_id": "cus_abc123",
    "valid_until": "2025-05-15",
    "payment_terms": "50% upfront, 50% on delivery",
    "items": [
      {
        "name": "Website Redesign",
        "description": "Complete redesign including UX research",
        "quantity": 1,
        "unit": "project",
        "unit_price": 8000.00
      },
      {
        "name": "Monthly Maintenance",
        "quantity": 6,
        "unit": "month",
        "unit_price": 500.00
      }
    ]
  }'

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Quote Numbers

Numbers include a version suffix: {PREFIX}-{YEAR}-{COUNTER}-{VERSION} Example: QUO-2025-00001-1 When a quote is revised, the version number increments.

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Statuses

StatusDescription
draftInitial state
sentSent to the customer
viewedCustomer has viewed
approvedCustomer approved the quote
rejectedCustomer rejected
expiredPast the valid_until date
convertedConverted to an invoice

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Defaults

  • issue_date defaults to today
  • valid_until defaults to 30 days from issue_date
  • currency defaults to the company’s currency

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Filtering

# By status
curl ".../quotes?company_id=com_abc123&status=approved"

# By customer
curl ".../quotes?company_id=com_abc123&customer_id=cus_abc123"