quotes-estimates-proposals-vat-win-rate
Quotes and estimates: VAT line items, a validity date, an A4 PDF, accept makes an invoice.
Community: Submitted by a user or imported; check the owner before granting accessOnlineAPI key requiredGlobalFreeRead-only
What it can do
What data it sees
Do you need an account
An API key from the service settings is required
Quotes and estimates: VAT line items, a validity date, an A4 PDF, accept makes an invoice.
Server tool list (12)
Raw names from tools/list. Only developers need these.
| quote_create | Store a quote for client from items and return its Q number, VAT and totals. unit_price is in MAJOR units; currency, VAT and issuer come from the shared profile. A duplicate of an open quote is refused. Free: 5 open. |
| quote_list | List quotes newest first: id, client, dates, state, days left while open, currency, total and the invoice number once accepted. State is read against today, so a lapsed quote shows as expired. |
| quote_get | Return one quote in full by Q number or exact client name: lines with unit price and VAT, totals, dates, the state today with days left, notes, and the invoice it became once accepted. Reads only. |
| quote_update | Revise a quote that is still open: line items, currency, discount, VAT default, validity or notes. Totals are recomputed. An accepted or declined quote is never edited. |
| quote_send_text | Turn a quote into a plain-text summary to paste into an email: the line table, VAT lines, total and validity date. Also a .txt download link valid one hour. Free; quote_pdf writes the A4 document. |
| quote_accept | Mark a quote accepted and turn it into an invoice: created directly in the invoice server when its store is present, otherwise returned as invoice_create-ready line items. The numbers are copied, never recomputed. |
| quote_decline | Mark a quote lost, with a reason kept on the record, freeing a free-tier open slot and counting in the win rate. An accepted quote is refused, naming the invoice it became. Free on every tier. |
| quote_delete | Delete a draft quote that was never sent, accepted, invoiced or exported, and give its free open-quote slot back. A quote with any of those is refused with the dependent named. The id is never reissued. |
| quote_pdf | Call this tool to render one quote as an A4 print-ready document and return a download link valid for one hour: the invoice layout with the validity date and an acceptance block. Pro. |
| quote_report | Totals per currency for open, accepted, declined and expired quotes, with counts, the value still open and the win rate. Free covers the current calendar year to date; Pro reports over any date range. |
| license_status | Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes. |
| license_activate | Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it. |