Quotes API

Access your sales quotes.

Scopes required: quotes:read, quotes:write (create)

List Quotes


GET /quotes

Returns all quotes for your business.

For accepted quotes, totals and line items reflect the client’s saved agreement. Excluded optional items are omitted, and editable quantities use the accepted values. Other quotes retain their offered line items. Pagination total counts all matching quotes, and has_more indicates whether another page exists.

Query Parameters

Parameter	Type	Description
`status`	string	Filter by status: `draft`, `sent`, `accepted`, `declined`, `expired`
`client_id`	string	Filter by client ID
`from_date`	date	Filter quotes from this date (YYYY-MM-DD)
`to_date`	date	Filter quotes to this date (YYYY-MM-DD)
`page`	integer	Page number (default: 1)
`page_size`	integer	Items per page (default: 50, max: 100)

Example Request


curl -H "Authorization: Bearer rb_live_YOUR_API_KEY" \
  "https://api.rebased.app/api/v1/external/quotes?status=sent"

Example Response


{
  "quotes": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "quote_number": "QTE-0001",
      "client_id": "660e8400-e29b-41d4-a716-446655440000",
      "client_name": "Acme Corporation",
      "status": "sent",
      "issue_date": "2026-02-01",
      "valid_until": "2026-03-01",
      "subtotal": 5000.00,
      "tax_total": 500.00,
      "total": 5500.00,
      "currency": "AUD",
      "notes": "Valid for 30 days",
      "line_items": [
        {
          "id": "770e8400-e29b-41d4-a716-446655440000",
          "item_id": "aa0e8400-e29b-41d4-a716-446655440000",
          "item_code": "CAB-INSTALL",
          "item_name": "Cabinet supply and install",
          "description": "Cabinet supply and install",
          "quantity": 1,
          "unit_price": 5000.00,
          "amount": 5500.00,
          "tax_amount": 500.00
        }
      ],
      "created_at": "2026-02-01T10:00:00Z",
      "updated_at": "2026-02-01T10:00:00Z"
    }
  ],
  "total": 1,
  "page": 1,
  "page_size": 50,
  "has_more": false
}

Line item amounts

unit_price is the price before tax for each unit. amount is the line total including tax and applicable discounts; tax_amount is its tax component. For example, one $100 line with a 1% tax code has amount: 101 and tax_amount: 1. Accepted quotes use the saved quantities and discounts.

Get Quote


GET /quotes/{id}

Returns a single quote by ID, including line items.

Path Parameters

Parameter	Type	Description
`id`	string (UUID)	The quote ID

Download Quote PDF


GET /quotes/{id}/pdf

Returns the quote as a PDF file (application/pdf). Use this after POST /quotes or from GET /quotes/{id}. If the quote already has an active customer share link, it may appear in the PDF; this endpoint does not create share links.

Scope required: quotes:read

Example Request


curl -H "Authorization: Bearer rb_live_YOUR_API_KEY" \
  -o "Quote-1001.pdf" \
  "https://api.rebased.app/api/v1/external/quotes/550e8400-e29b-41d4-a716-446655440000/pdf"

The response body is raw PDF bytes. The Content-Disposition header includes a filename such as Quote-1001.pdf.

Create Quote


POST /quotes

Creates a new quote with line items. A quote number is automatically generated. Quotes are always created in draft status — sending and acceptance remain in the Rebased UI or via your webhook integrations.

Use default_account_id and default_tax_code_id so line items can omit account and tax fields. Discover IDs via GET /accounts?type=revenue and GET /tax-codes.

Scope required: quotes:write

Request Body

Field	Type	Required	Description
`client_id`	string	Yes	Client ID (must belong to your business)
`title`	string	No	Quote title (default: first line item description, or `"Quote"`)
`issue_date`	date	No	Issue date in YYYY-MM-DD format (default: today)
`valid_until`	date	No	Expiry date in YYYY-MM-DD format
`valid_days`	integer	No	Days until expiry from `issue_date` (ignored if `valid_until` is set)
`currency`	string	No	Currency code (default: AUD)
`notes`	string	No	Private notes on the quote
`default_account_id`	string	No*	Revenue account ID applied to line items missing `account_id`
`default_tax_code_id`	string	No*	Tax code ID applied to line items missing `tax_code_id`
`line_items`	array	Yes	At least one line item (see below)

*Required on each line item unless set here as a default.

Line Item Fields

Field	Type	Required	Description
`description`	string	No	Line item description
`quantity`	decimal	No	Quantity (default: 1)
`unit_price`	decimal	Yes	Price per unit
`account_id`	string	No*	Revenue account ID (overrides `default_account_id` for this line)
`tax_code_id`	string	No*	Tax code ID (overrides `default_tax_code_id` for this line)
`item_id`	string	No	Catalog item UUID from `GET /items`. Links the line to a saved sales item and sets the Item name from the catalog. Aliases: `itemId`, `Id`. Do not send the line’s own `id` — that is the quote line UUID returned after create.

When item_id is provided, Rebased looks up the catalog item for your business. The quote editor Item name uses the catalog name. If you omit description, the catalog description (or name) is used.

Example Request


curl -X POST \
  -H "Authorization: Bearer rb_live_YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "client_id": "660e8400-e29b-41d4-a716-446655440000",
    "title": "Kitchen renovation quote",
    "valid_days": 30,
    "default_account_id": "880e8400-e29b-41d4-a716-446655440000",
    "default_tax_code_id": "990e8400-e29b-41d4-a716-446655440000",
    "line_items": [
      {
        "item_id": "aa0e8400-e29b-41d4-a716-446655440000",
        "quantity": 1,
        "unit_price": 8500.00
      },
      {
        "description": "Labour",
        "quantity": 40,
        "unit_price": 95.00
      }
    ]
  }' \
  "https://api.rebased.app/api/v1/external/quotes"

Returns HTTP 201 with the created quote (same shape as Get Quote). A quote.created webhook fires if you have subscribed to that event.

Quote Object

Field	Type	Description
`id`	string	Unique identifier (UUID)
`quote_number`	string	Quote number
`title`	string	Quote title
`client_id`	string	Client ID
`client_name`	string	Client name
`status`	string	Quote status
`issue_date`	date	Issue date
`valid_until`	date	Expiry date
`subtotal`	decimal	Subtotal before tax
`tax_total`	decimal	Total tax amount
`total`	decimal	Total including tax
`currency`	string	Currency code
`notes`	string	Quote notes
`line_items`	array	Line items (`id` is the line UUID; `item_id` / `item_code` / `item_name` are present when the line is linked to a catalog item)
`created_at`	datetime	When created
`updated_at`	datetime	When last updated