Generate a Quote

post

https://api.dealhub.io/api/v1/quote/generate

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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Body Params

external_opportunity_id

string

required

length ≤ 50

CRM opportunity ID.

request_action

string

enum

required

Specifies the action (draft, submit, publish, or sign).

Allowed:

line_item_details

string

enum

Defaults to basic

Determines the level of detail included in the response for line items.

Allowed:

playbook

string

length ≤ 50

The unique name of the playbook (not the display name). If not provided, the system uses the first API-type playbook.

quote_name

string

length ≤ 250

Quote or proposal name.

dealroom_publish_name

string

length ≤ 250

DealRoom publish name.

total_sales_discount

number

Total discount for all line items. Overrides default line-item discounts if provided.

expiration_date

int64

Quote expiration date as a Unix timestamp (milliseconds, GMT).

document_type

string

enum

required

Specifies document type (e.g., DealRoom, PDF, WORD).

Allowed:

partner_program

array of objects

List of selected partner programs.

partner_program

timezone_offset

number

Timezone offset from GMT in hours.

sign_externally_comment

string

length ≤ 1000

Includes the necessary comments for external signing. It is required if request_action is sign_externally.

quote_data

array of objects

required

Defaults to []

List of question group data, including questions and answers.

quote_data*

line_items

array of objects

A list of line items and their associated data. The system only validates that the SKU for each item exists. All other provided details are accepted as-is, and any existing data for these line items will be overwritten.

line_items

opportunity_data

object

Opportunity context required for CRM API tenants. Must be provided when the DealHub tenant uses the CRM API integration type.

Responses

Language

Credentials

Bearer

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Response

Click Try It! to start a request and see the response here! Or choose an example:

application/json

202Accepted. The quote generation process has been initiated.

400Bad Request.