Creates an official quote record in DealHub, links it to a CRM opportunity, and initiates any required approval workflows based on your active CPQ version.

This is an asynchronous endpoint. When you send a request, the API provides an immediate response to confirm that the quote generation process has started. The full processing, including data synchronization with your CRM, happens in the background.

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CRM API integration

When your DealHub tenant uses the CRM API integration type rather than a native connector such as Salesforce or HubSpot, providing only the external_opportunity_id is not sufficient. You must also include an opportunity_data object with the following required fields:

• external_opportunity_name: the name of the CRM opportunity
• opportunity_owner: object describing the owner; requires external_user_id, email, and name
• external_customer_id: the CRM customer (account) ID
• customer_name: the CRM customer name
• geo_code: geographic code
• currency: ISO currency code (immutable after the opportunity or quote is created)
  The opportunity_data object also accepts optional customer_shipping_address, customer_billing_address, and customer_contacts fields.

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quote_data is required

The quote_data field is required and must always be present in the request body. If you do not have any line items to include, send it as an empty array "quote_data": [].

Omitting the quote_data field entirely will result in an error. Note that the auto-generated code example on this page may not include quote_data when no line item values are provided, but the field itself must still be present in your request.