Quote Overview

The DealHub Quote API provides a suite of services to manage and retrieve information about your quotes.

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Tip

A quote is a formal offer for products and services generated through the DealHub CPQ (Configure, Price, Quote) platform.

Typically, a sales representative creates a quote by answering a series of questions in a guided workflow called a Playbook. Based on these answers, DealHub automatically generates the appropriate products, calculates pricing, applies discounts, and manages approval workflows.

All of this quote data is logged in DealHub's database. While DealHub has native integrations with many CRMs like Salesforce and HubSpot for syncing data, the Quote API allows you to access this information directly for use in other systems, such as a business intelligence (BI) platform or a custom application. This is especially useful for handling large volumes of data, like thousands of playbook answers, that you may not want to store in your CRM.

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API Access

To interact with the Quote API, you must include a DealHub Authentication Token in the header of each request. You can generate this token from the Admin mode in the DealHub UI.

API Operations

The Quote API provides endpoints for the following key operations:

• Retrieve a Specific Quote: Fetch detailed information about a single, existing quote using its unique DealHub Quote ID.
• Retrieve a List of Quotes: Get a list of quotes, with the option to filter for all quotes associated with a specific CRM opportunity.
• Create an Opportunity: Generate a new opportunity directly within DealHub. Use this option in renewal scenarios, where an opportunity is created in DealHub automatically when a renewal opportunity is created in a CRM, allowing a sales rep to easily duplicate a previous quote to the new opportunity.
• Get a Quote Document: Retrieve the output document associated with a submitted quote. This can be used to archive signed contracts in a separate repository.
• Get DealRoom Signers: Fetch information about who has signed a contract when the signing process is managed through a DealRoom.

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DealRoom

A DealRoom is a secure, shared auto generated website for each sales opportunity, streamlining negotiations by providing a central hub for all relevant information.

Instead of emailing multiple attachments, you share a single link that always displays the most updated quote. It allows you to share marketing materials, pricing tables, and other documents, and includes an e-signature widget for direct contract signing.

Next Steps

To learn how to use these operations, see the following guides:

• Retrieve a Quote: Get information about a specific quote
• Retrieving Multiple Quotes: Learn how to perform bulk data operations, like syncing historical quote data or finding all quotes for a specific opportunity.
• Create Opportunity: See how to automate opportunity creation to streamline your renewal process.
• Get DealRoom Signers: Follow this guide to retrieve the details of who has signed a contract within a DealRoom.