Get Quote Document

Retrieves the output document (e.g., PDF, Word) for a submitted quote. Use this endpoint to archive contracts or integrate quote documents into other systems.

By default, the endpoint returns the document in the format and template that the salesperson originally generated. You can use the optional document_type query parameter to request the document in a different format (e.g., PDF, WORD). However, this is only possible if the requested format has been enabled for the quote's playbook in the CPQ settings.

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Excel Files

A quote document can only be retrieved in EXCEL format if the quote was explicitly configured to allow an Excel file output.