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Quote Object

Quote Object

Quote



Verb

URL Suffix

Comments

GET

/relationships/{id}/opportunities/{id}/quotes/

 

POST

/relationships/{id}/opportunities/{id}/quotes/

This will insert one new quote.

GET

/relationships/{id}/opportunities/{id}/quotes/{id}/

 

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

 

funder_doc_fee

Number

N

 

quantity

Number

N

 

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

 

monthly_payment_maintenance

Number

N

 

monthly_payment_tyres

Number

N

 

monthly_payment_glass

Number

N

 

monthly_payment_relief_vehicle

Number

N

 

monthly_payment_recovery

Number

N

 

monthly_payment_other_service

Number

N

 

other_service_description

String

if monthly_payment_other_service > 0

 

excess_mileage

Number

N

pence per mile

excess_mileage_2

Number

N

 

excess_mileage_m

Number

N

 

excess_mileage_m_2

Number

N

 

final_payment

Number

N

 

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