Quote Object
Quote
Verb | URL Suffix | Comments |
GET | /relationships/{id}/opportunities/{id}/quotes/ |
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POST | /relationships/{id}/opportunities/{id}/quotes/ | This will insert one new quote. |
GET | /relationships/{id}/opportunities/{id}/quotes/{id}/ |
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PUT | /relationships/{id}/opportunities/{id}/quotes/{id}/ | This will update an existing quote. |
Quote Attributes
Name | Type | Mandatory | Comments |
quote_id | Number | n/a | Must not be supplied when using POST or PUT. |
quote_status | String | Y | Must be one of your custom Quote/Proposal statuses. If you leave this blank it will default to your Quote/Proposal status with the lowest ordinal. |
driver_id | Number | N | Must be a driver ID related to the relationship supplied. |
funder | String | N | Must be one of the funders in Quotevine. Contact support for a current list. |
dealer_funding_flag | String | Y | Y or N |
funder_quote_number | String | N |
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funder_doc_fee | Number | N |
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quantity | Number | N |
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asset_type | String | N | Must be one of CAR, LCV. |
cap_id | Number | N | Must be a valid CAP ID for the given asset_type. You cannot change this value using a PUT. |
cap_code | String | N | Must be 20 characters wide. Either cap_code OR asset_type AND cap_id must be supplied. You cannot change this value using a PUT. |
dealer_otr_override | Number | N | Override the OTR for dealer invoicing purposes. |
cca_status | String | N | Must be one of Regulated, Non-regulated; High net worth, Non-regulated; Business use. |
finance_product_id | Number | N | Must be the numeric ID of a finance product you have configured in Accelerate. Note: at least one of finance_product_id and product_type must be passed. |
product_type | String | N | Must be one of Cash, Conditional Purchase, Contract Hire, Contract Purchase, Finance Lease, Hire Purchase, Lease Purchase, Personal Contract Hire, Personal Contract Purchase Note: if you have multiple finance products configured with the same finance type, if you do not also pass in finance_product_id, the system will assign the first-created finance product of a matching type. Note: at least one of finance_product_id and product_type must be passed. |
vat_display_type | String | n/a | GET only |
frequency | String | Y | Must be one of Monthly, Quarterly, Bi-annual, Annual |
initial_payment_multiple | Number | N | Must be between 1 and 12. Must not be specified if deposit_amount is specified |
deposit_amount | Number | N | Must not be specified if initial_payment_multiple is specified |
term | Number | Y | Must be between 1 and 72 |
extension_flag | String | Y | Y or N |
rfl_included | String | N | Must be one of None, First Year or Full Term |
annual_mileage | Number | N | Must be a whole number > 0 |
monthly_payment_finance | Number | Y |
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monthly_payment_maintenance | Number | N |
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monthly_payment_tyres | Number | N |
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monthly_payment_glass | Number | N |
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monthly_payment_relief_vehicle | Number | N |
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monthly_payment_recovery | Number | N |
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monthly_payment_other_service | Number | N |
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other_service_description | String | if monthly_payment_other_service > 0 |
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excess_mileage | Number | N | pence per mile |
excess_mileage_2 | Number | N |
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excess_mileage_m | Number | N |
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excess_mileage_m_2 | Number | N |
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final_payment | Number | N |
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pause_type | String | N | Must be one of Spread, Terminal |
target_delivery_date | String | N | Must be fewer than 50 characters. Note that this does *not* have to be a date, could be e.g. 'By the end of February'. |
create_cashflows_flag | String | Y | Y or N - Only on POST. Indicates if the default cashflows should be created when the quote is inserted. |
proposal_url | String | N | QV Apply URL unique to this relationship and quote. Only populated if the client is set up with QV Apply. |
Email Quote
Verb | URL Suffix | Comments |
POST | /relationships/{id}/opportunities/{id}/quotes/{id}/email | No body is required to call this API |