API Reference

Create a quote

post
https://app.pennylane.com/api/external/v2/quotes

This endpoint allows you to create a quote.

Quote numbering must be configured for the created quote to receive a number.
Creation otherwise succeeds without one.
GET /api/external/v2/numberings lists whether a quote numbering is configured.

ℹ️

This endpoint requires the following scope: quotes:all

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Body Params
date
required

Quote date (ISO 8601)

date
required

Quote validity deadline (ISO 8601)

int64
required

Customer identifier

int64

The quote template ID

string | null

For example, the contact details of the person to contact

string | null

Quote title

string | null

Quote description

string
enum
Defaults to EUR
string | null

Additional details

string
enum

The local default is based on the thirdparty (customer / supplier ) billing_language . In case the customer is not present, we will default to the company locale.

Allowed:
discount
object
invoice_line_sections
array of objects
invoice_line_sections
string

A unique external reference you can provide to track this quote. If not provided, Pennylane will generate an identifier for you.

invoice_lines
array
required
length ≥ 1
invoice_lines*

Provide only the product_id to automatically populate label,
raw_currency_unit_price, unit, vat_rate, and ledger_account_id.
You can override any of these fields by providing them explicitly.

int64
required

The product ID. Auto-fills label, raw_currency_unit_price, unit, vat_rate, and ledger_account_id from the product.

number
required

Line item quantity (number of items)

string

Line item label

int64

The ledger account ID

string

The unit price excluding taxes (undiscounted if a discount is set). Can be set up to 6 decimals.

string

Line item unit (type of unit)

string
enum

Product VAT rate. A 20% VAT in France is FR_200.

string | null

The description of the invoice line

integer

Has to correspond to the rank number of a line items section in which the line item should be

discount
object
custom_fields
array of objects

Experimental — under active development, may change without notice. Do not rely on this field in production integrations.

custom_fields
Headers
string

Numeric ID of the company to act on. Required when authenticating with a firm token. Ignored when the token is already bound to a company.

Responses

Updated 5 months ago

Language
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OAuth2
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Response
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Updated 5 months ago