Skip to main content

Public API: build and edit draft quotes, including widgets, HTML content and sections

Feature Request[CMP]_Product[CMP]_Quotes[CMP]_Widget

We want to be able to build and modify draft quotes from our own systems through the Public API, rather than only creating them from a template.

What we need

  • Create draft quotes without a template: Create a draft quote from scratch and populate it with products, widgets and content, ready for human review before sending.

  • Write quote content: Set or replace the HTML of content widgets, for example a dynamic license overview or proposal text generated by an external platform.

  • Manage widgets: Add, remove and reorder widgets on a draft quote, including widgets created or imported by external platforms.

  • Control quote structure: Add lines to sections or groups, reorder them and move lines between sections.

  • Read the full quote back: Retrieve a single quote including its complete structure, such as sections, line order, bundles, widgets and widget content, so an integration can validate what it created.

Use cases

  • Automated renewal quotes, for example NCE renewals, including a dynamic license overview.

  • Quotes generated from an external platform or AI/MCP tool, combining product lines and proposal content in a single flow.

  • A single quote for a holding company with multiple operating companies, grouped into separate sections.

Scope

Draft quotes only. Sending, approving and ordering remain manual actions within Salesbuildr.

Status: In Progress2 comments

Log in to comment and vote

Comments2

  • Gold Banner

    •

    Sep 27

    Looking forward to this :)

  • Silver Stapler

    •

    Sep 23

    •

    Merged request

    •

    3 votes

    API: ability to add (external) widgets to quote creation

    Description:

    Currently, the API only supports creating quotes from an existing template. There is no endpoint to create a quote directly, and templates cannot be deleted via the API either, making a clean programmatic workflow impossible today.

    We would like the API to support creating quotes directly, including the ability to add widgets and populate quote content, without needing an intermediary template step. This would unlock automation workflows where quotes are generated programmatically from external systems and then refined by a human before sending.

    Expected behaviour:

    A single API call creates a draft quote, optionally pre-populated with widgets and/or line items, ready for review and sending.

    Current workaround:

    None. Template deletion is not available via the API, so the create-from-template approach is not a viable workaround.