SalesBuildr Quotes

Salesbuildr Quotes

Overview

Quotes are proposals sent to customers containing one or more products as line items. Each quote is linked to a company and contact, and can optionally be associated with an opportunity.

Search Quotes

GET /quotes?search=<term>&company_id=<id>&opportunity_id=<id>&from=0&size=25

Parameters:

• search - Search by quote name/number
• company_id - Filter by company
• opportunity_id - Filter by opportunity
• from - Pagination offset
• size - Results per page

Get Quote by ID

GET /quotes/{id}

Returns full quote details including all line items with product information.

Create Quote

POST /quotes

{
  "name": "Infrastructure Refresh Q1 2026",
  "company_id": 12345,
  "contact_id": 67890,
  "opportunity_id": 11111,
  "items": [
    {
      "product_id": 100,
      "quantity": 2,
      "unit_price": 1299.00
    },
    {
      "product_id": 200,
      "quantity": 5,
      "unit_price": 49.99
    }
  ]
}

Required fields: company_id

Key Fields

| Field | Description | |-------|-------------| | id | Unique quote identifier | | name | Quote title/description | | company_id | Associated company | | contact_id | Associated contact | | opportunity_id | Linked opportunity | | items | Array of line items | | total | Calculated total amount | | status | Quote status |

Common Workflows

Create a Quote from Scratch

1. Find company: GET /companies?search=customer
2. Find contact: GET /contacts?company_id=12345
3. Search products: GET /products?search=firewall
4. Create quote with products: POST /quotes

Quote for an Existing Opportunity

1. Find opportunity: GET /opportunities?search=deal name
2. Use company_id and contact_id from opportunity
3. Search products for line items
4. Create quote linked to opportunity

Review Past Quotes

1. Search quotes by company: GET /quotes?company_id=12345
2. Get specific quote details: GET /quotes/{id}
3. Review line items and pricing