Quotes

List quotes

Returns the paginated list of the account's quotes (cursor v2). Stable sort created_at DESC, id DESC.

Archived quotes (archived_at IS NOT NULL) are excluded by default — the public API does not expose them. To retrieve an archived quote, use the dashboard.

Filters

• ?status — exact match (draft, sent, signed, cancelled)

curl -X GET 'https://api.capturia.io/v1/quotes' \
  -H 'Authorization: Bearer cap_live_<your-key>' \
  -H 'Content-Type: application/json'

Create a quote

Creates a draft quote (status="draft") through the same creation path as the dashboard: Capturia assigns the number (quote_number, the account's sequence, never a duplicate) and applies the account's defaults (validity, payment terms, tax profile, deposit policy). A provided quote_number is rejected (400 validation_error, reason read_only).

contact_id links the quote to its contact (/v1/contacts): each omitted prospect_* field is read from the contact, and each field you provide takes precedence. line_items writes the line items in the same operation; the server computes the amounts. To send the quote to the lead, use POST /v1/quotes/{id}/send.

Idempotency

The Idempotency-Key header is optional but recommended: a retry after a timeout never creates a second quote. A second request with the same key and the same payload returns the original response; the same key with a different payload returns 409 idempotency_conflict. A rejection (400, 403, 404) is not stored: the key remains usable.

curl -X POST 'https://api.capturia.io/v1/quotes' \
  -H 'Authorization: Bearer cap_live_<your-key>' \
  -H 'Content-Type: application/json' \
  -d '{
  "contact_id": "5d4c3b2a-1f0e-4d9c-8b7a-6f5e4d3c2b1a",
  "valid_until": "2026-06-30",
  "payment_terms": "Net 30",
  "line_items": [
    {
      "description": "Remplacement de la toiture",
      "quantity": 1,
      "unit_price": 9500
    }
  ]
}'

Update a quote

Updates the provided fields of the quote (omitted fields are kept). At least one field must be provided, otherwise 400 no_fields.

Amounts (subtotal, tps_amount, tvq_amount, total) are not editable via PATCH — they are computed server-side from the blocks (managed from the dashboard).

status only accepts declined (the lead declined it) and cancelled: a quote moves to sent through POST /v1/quotes/{id}/send (the email goes out), to viewed and signed through the lead, and to expired through its validity date. A signed, paid, or already closed quote can no longer be closed (409 status_locked). Closing must be done on its own: status combined with other fields returns 400 validation_error (reason exclusive_field).

Archived quotes (archived_at IS NOT NULL) cannot be modified — returns 404 resource_not_found.

curl -X PATCH 'https://api.capturia.io/v1/quotes/{id}' \
  -H 'Authorization: Bearer cap_live_<your-key>' \
  -H 'Content-Type: application/json' \
  -d '{
  "prospect_name": "Alexandre Tremblay",
  "valid_until": "2026-07-31",
  "payment_terms": "Net 60"
}'

Send a quote to the lead

Emails the quote to the lead, through the same service as the dashboard's “Send” button: sent from the assigned sales rep (otherwise from the business), with a link to the quote's public page, then status="sent" and sent_at are set. Only a draft can be sent; nothing goes out again for a quote that was already sent.

A quote without a contact (lead entered without a contact) is first linked to the lead's contact: found by their email or phone number, otherwise created — never a duplicate. The email then opens its thread in the Inbox. The created contact stays in the API key's account, and its creation triggers the automations and CRM sync of a new contact.

Rejections

• 409 already_signed: the quote is signed.
• 409 quote_cancelled: the quote was cancelled.
• 409 already_sent: the quote was already sent.
• 409 quote_status_changed: the quote is no longer a draft (for example, it expired).
• 409 send_in_progress: a send of this quote is already in progress.
• 409 send_outcome_unknown: a previous send could not be confirmed; it is not retried.
• 409 recipient_unsubscribed: the lead unsubscribed.
• 409 sender_unavailable: the assigned sales rep has no valid sending address.
• 422 no_prospect_email / 422 invalid_prospect_email: the lead's email is missing or invalid.
• 422 unpriced_lines, 422 untaxed_quote, 422 deposit_not_payable: content guard.

No body is required.

curl -X POST 'https://api.capturia.io/v1/quotes/{id}/send' \
  -H 'Authorization: Bearer cap_live_<your-key>' \
  -H 'Content-Type: application/json'