Instance · Ecommerce
Ecommerce Quotes Introduction
Last updated 1 November 2026
Price offers for customers, with products, discounts and shipping, that convert into orders.
A quote is a price offer you prepare for a customer before they buy. You choose the products and quantities, add discounts and shipping, and send it. When the customer accepts, you turn the quote into an order, so nothing has to be typed twice.
Where to find quotes
In the admin, open Ecommerce and choose Quotes. From the list you can add a quote, open one to edit it, or import and export quotes.
What a quote holds
| Part | Examples |
|---|---|
| Reference | Quote number, reference, date and status |
| Customer | The CRM contact and company, with a copy of their details |
| Items | Products, quantities and prices. A quote item can use the sale price |
| Discounts and shipping | Discounts and shipping packages, as on an order |
| Money | Subtotal, tax, shipping, discount and quote total |
| Links | A pipeline opportunity, if the quote belongs to a deal |
From quote to order
Converting a quote to an order is done in the admin. The API has no endpoint for it; a developer can create an order with the quote's uuid instead. The quote has a PDF version for sending, and an on-screen preview, both branded from your CMS globals.
From code
The Ecommerce API manages quotes at /ecommerce/api/v2/quotes, with items, discounts and shipping packages as separate resources. It sends quote_created and quote_updated webhooks. Use quote_date_time; quote_date is deprecated.
Note
The docs instance has no quotes, so none was read. The fields come from the Ecommerce module reference in the Insites Logic Engine.
Common mistakes
- Recreating an accepted quote as a new order by hand. Convert it, so the order links back to the quote.
- Sending a quote before your globals are filled in. The PDF uses your logo and company details.
- Updating a quote through the API without its quote number. The update needs it.