--- title: "Create a quote" url: "https://docs.unified.to/accounting/quote/Create_a_quote" description: "Create a quote with Unified's Quote API (POST /accounting/{connection_id}/quote). Filter by fields and raw. Supported by 8 Quote integrations." --- # Create a quote POST/accounting/{connection\_id}/quote ## Parameters **fields**string array id created\_at updated\_at quote\_number reference title summary payment\_terms customer\_message memo contact\_id contacts issued\_at expires\_at sent\_at accepted\_at declined\_at status currency currency\_rate sub\_total\_amount tax\_amount discount\_amount total\_amount tax\_mode lineitems invoice\_id project\_id group\_id category\_ids url organization\_id metadata raw Fields to return **raw**string Raw parameters to include in the 3rd-party request. Encoded as a URL component. eg. raw parameters: foo=bar&zoo=bar -> raw=foo%3Dbar%26zoo%3Dbar **connection\_id**string required ID of the connection ## Payload **id**string **created\_at**date-time (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) **updated\_at**date-time (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) **quote\_number**string External identifier for this quote (Xero QuoteNumber, QBO DocNumber, NetSuite tranId) **reference**string customer-side reference / PO number **title**string short title (Xero Title, max 100) **summary**string longer summary (Xero Summary, max 3000) **payment\_terms** enum Valid values: "ON\_RECEIPT" "NET\_7" "NET\_10" "NET\_15" "NET\_20" "NET\_25" "NET\_30" "NET\_45" "NET\_60" "NET\_90" "OTHER" unified payment terms enum, as on accounting\_invoice / accounting\_bill **customer\_message**string customer-visible message **memo**string internal note, not customer-visible **contact\_id**string (reference to AccountingContact) **contacts** array denormalized parties, reusing the transaction contact shape **issued\_at**date-time Xero Date, QBO TxnDate (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) **expires\_at**date-time Xero ExpiryDate, QBO ExpirationDate (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) **sent\_at**date-time (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) **accepted\_at**date-time (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) **declined\_at**date-time (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) **status** enum Valid values: "DRAFT" "SENT" "ACCEPTED" "DECLINED" "INVOICED" "EXPIRED" "VOIDED" "DELETED" where EXPIRED is derived (expires\_at < now), the source status is preserved in raw **currency**string **currency\_rate**number exchange rate to the organization's base currency **sub\_total\_amount**number **tax\_amount**number **discount\_amount**number **total\_amount**number **tax\_mode** enum Valid values: "INCLUSIVE" "EXCLUSIVE" "NONE" INCLUSIVE / EXCLUSIVE / NONE; maps Xero LineAmountTypes (a boolean cannot represent NoTax) **lineitems** array **invoice\_id**string populated once the quote is converted to an invoice; left null when the source cannot supply it (reference to AccountingInvoice) **project\_id**string points to an AccountingProject (accounting costing project) (reference to TaskProject) **group\_id**string points to a HRIS Group (reference to HrisGroup) **category\_ids**string array tracking categories / classes (AccountingCategory dimensions) **url**string public online-quote link where exposed **organization\_id**string **metadata** array **raw** ## Returns [AccountingQuote](https://docs.unified.to/accounting/quote/model.md) | Response field | Type | Required | Description | | ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | id | string | No | | | created\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | updated\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | quote\_number | string | No | External identifier for this quote (Xero QuoteNumber, QBO DocNumber, NetSuite tranId) | | reference | string | No | customer-side reference / PO number | | title | string | No | short title (Xero Title, max 100) | | summary | string | No | longer summary (Xero Summary, max 3000) | | payment\_terms | enum | No | unified payment terms enum, as on accounting\_invoice / accounting\_bill Values: ON\_RECEIPT, NET\_7, NET\_10, NET\_15, NET\_20, NET\_25, NET\_30, NET\_45, NET\_60, NET\_90, OTHER | | customer\_message | string | No | customer-visible message | | memo | string | No | internal note, not customer-visible | | contact\_id | string | No | (reference to AccountingContact) | | contacts | [AccountingTransactionContact](https://docs.unified.to/accounting/quote/Create%5Fa%5Fquote.md#AccountingTransactionContact)\[\] | No | denormalized parties, reusing the transaction contact shape | | contacts\[\].id | string | Yes | | | contacts\[\].is\_customer | boolean | No | | | contacts\[\].is\_supplier | boolean | No | | | issued\_at | string (date-time) | No | Xero Date, QBO TxnDate (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | expires\_at | string (date-time) | No | Xero ExpiryDate, QBO ExpirationDate (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | sent\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | accepted\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | declined\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | status | enum | No | where EXPIRED is derived (expires\_at < now), the source status is preserved in raw Values: DRAFT, SENT, ACCEPTED, DECLINED, INVOICED, EXPIRED, VOIDED, DELETED | | currency | string | No | | | currency\_rate | number | No | exchange rate to the organization's base currency | | sub\_total\_amount | number | No | | | tax\_amount | number | No | | | discount\_amount | number | No | | | total\_amount | number | No | | | tax\_mode | enum | No | INCLUSIVE / EXCLUSIVE / NONE; maps Xero LineAmountTypes (a boolean cannot represent NoTax) Values: INCLUSIVE, EXCLUSIVE, NONE | | lineitems | [AccountingLineitem](https://docs.unified.to/accounting/quote/Create%5Fa%5Fquote.md#AccountingLineitem)\[\] | No | | | lineitems\[\].id | string | No | | | lineitems\[\].created\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | lineitems\[\].updated\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | lineitems\[\].refunded\_at | string (date-time) | No | (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) | | lineitems\[\].total\_amount | number | No | unit\_quantity \* unit\_amount + tax\_amount | | lineitems\[\].refund\_amount | number | No | | | lineitems\[\].discount\_amount | number | No | | | lineitems\[\].tax\_amount | number | No | | | lineitems\[\].item\_id | string | No | (reference to CommerceItem) | | lineitems\[\].unit\_amount | number | No | | | lineitems\[\].unit\_quantity | number | No | | | lineitems\[\].item\_sku | string | No | | | lineitems\[\].item\_name | string | No | | | lineitems\[\].item\_description | string | No | | | lineitems\[\].notes | string | No | | | lineitems\[\].taxrate\_id | string | No | | | lineitems\[\].account\_id | string | No | (reference to AccountingAccount) | | lineitems\[\].category\_ids | string\[\] | No | (reference to AccountingCategory) | | lineitems\[\].locations | [AccountingReference](https://docs.unified.to/accounting/quote/Create%5Fa%5Fquote.md#AccountingReference)\[\] | No | | | lineitems\[\].locations\[\].id | string | No | | | lineitems\[\].locations\[\].name | string | No | | | lineitems\[\].item\_variants | [AccountingReference](https://docs.unified.to/accounting/quote/Create%5Fa%5Fquote.md#AccountingReference)\[\] | No | | | lineitems\[\].item\_variants\[\].id | string | No | | | lineitems\[\].item\_variants\[\].name | string | No | | | lineitems\[\].fees | [AccountingFee](https://docs.unified.to/accounting/quote/Create%5Fa%5Fquote.md#AccountingFee)\[\] | No | | | lineitems\[\].fees\[\].type | enum | Yes | Unified fee category Values: TAX, DISCOUNT, PROMOTION, SHIPPING, GIFT\_WRAP, COD, SURCHARGE, TIP, SERVICE\_CHARGE, OTHER | | lineitems\[\].fees\[\].original\_type | string | No | The provider's original fee label, e.g. "VAT" or a shipping carrier name | | lineitems\[\].fees\[\].amount | number | Yes | | | lineitems\[\].fees\[\].currency | string | No | ISO 4217 currency code, e.g. USD | | lineitems\[\].contact\_id | string | No | (reference to AccountingContact) | | lineitems\[\].project\_id | string | No | ref -> AccountingProject; the project this line is coded to (reference to TaskProject) | | lineitems\[\].exchange\_rate | number | No | The exchange rate applied to this line, for multi-currency documents | | lineitems\[\].is\_billable | boolean | No | True when the line is rebillable to a customer | | invoice\_id | string | No | populated once the quote is converted to an invoice; left null when the source cannot supply it (reference to AccountingInvoice) | | project\_id | string | No | points to an AccountingProject (accounting costing project) (reference to TaskProject) | | group\_id | string | No | points to a HRIS Group (reference to HrisGroup) | | category\_ids | string\[\] | No | tracking categories / classes (AccountingCategory dimensions) | | url | string | No | public online-quote link where exposed | | organization\_id | string | No | | | metadata | [AccountingMetadata](https://docs.unified.to/accounting/quote/Create%5Fa%5Fquote.md#AccountingMetadata)\[\] | No | | | metadata\[\].id | string | No | | | metadata\[\].slug | string | No | | | metadata\[\].value | object | No | | | metadata\[\].namespace | string | No | | | metadata\[\].format | enum | No | Values: TEXT, NUMBER, DATE, BOOLEAN, FILE, TEXTAREA, SINGLE\_SELECT, MULTIPLE\_SELECT, MEASUREMENT, PRICE, YES\_NO, CURRENCY, URL | | metadata\[\].extra\_data | object | No | | ## Errors Errors return the HTTP status code and a JSON body with `statusCode`, `error` (the short label) and `message` (a human-readable detail). ```json { "statusCode": 429, "error": "Too Many Requests", "message": "Too many requests to unified.to API; max requests per minute: N" } ``` | Status | Error | Meaning | | ------ | --------------------- | ------------------------------------------------- | | 400 | Bad Request | The request was malformed or failed validation. | | 401 | Unauthorized | The connection is likely broken; re-authorize it. | | 403 | Forbidden | The connection is missing permissions or scopes. | | 404 | Not Found | The requested resource does not exist. | | 429 | Too Many Requests | Rate limit exceeded (see the two sources below). | | 500 | Internal Server Error | An unexpected error occurred. | | 501 | Not Implemented | Not supported by this integration. | Errors from the underlying integration pass through: the integration's status comes back as ours (429, 401, 403, 404 or 5xx), usually with its message. When the integration's error body is unclear, Unified extracts what it can and returns a clearer message. ### 429 Too Many Requests A 429 has two possible sources: * The integration's own rate limit, passed through. * Unified's workspace limit: a rolling 60 seconds, set by plan, with the message `Too many requests to unified.to API; max requests per minute: N`. ## Code Samples ### Node.js SDK ```javascript import { UnifiedTo } from '@unified-api/typescript-sdk'; const sdk = new UnifiedTo({ security: { jwt: '', }, }); const connectionId = '5de520f96e439b002043d8dc'; const results = await sdk.accounting.createAccountingQuote({ connectionId, accountingQuote: { }, fields: '', raw: '', }); ``` ### Node.js (axios) ```javascript const options = { method: 'POST', url: 'https://api.unified.to/accounting/5de520f96e439b002043d8dc/quote', headers: { authorization: 'bearer .....' }, data: undefined, params: { fields: '', raw: '', } }; const results = await axios.request(options); ``` ### Java ```java AsyncHttpClient client = new DefaultAsyncHttpClient(); client.prepare("POST", "https://api.unified.to/accounting/5de520f96e439b002043d8dc/quote?fields=&raw=") .setHeader("accept", "application/json") .setHeader("authorization", ".....") .execute() .toCompletableFuture() .thenAccept(System.out::println) .join(); client.close(); ``` ### Go ```go import ( "fmt" "net/http" "io/ioutil" ) url := `https://api.unified.to/accounting/5de520f96e439b002043d8dc/quote?fields=&raw= req, _ := http.NewRequest("POST", url, nil) req.Header.Add("accept", "application/json") req.Header.Add("authorization", ".....") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := ioutil.ReadAll(res.Body) ``` ### Python ```python import requests url = "https://api.unified.to/accounting/5de520f96e439b002043d8dc/quote?fields=&raw=" headers = { "accept": "application/json", "authorization": "....." } response = requests.post(url, headers=headers) ``` ### PHP ```php $curl = curl_init(); curl_setopt_array($curl, [ CURLOPT_URL => "https://api.unified.to/accounting/5de520f96e439b002043d8dc/quote?fields=&raw=", CURLOPT_RETURNTRANSFER => true, CURLOPT_ENCODING => "", CURLOPT_MAXREDIRS => 10, CURLOPT_TIMEOUT => 30, CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1, CURLOPT_CUSTOMREQUEST => "POST", CURLOPT_HTTPHEADER => [ "accept: application/json", "authorization: ....." ], ]); ``` ### Ruby ```ruby require 'uri' require 'net/http' require 'openssl' url = URI("https://api.unified.to/accounting/5de520f96e439b002043d8dc/quote?fields=&raw=") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Post.new(url) request["accept"] = 'application/json' request["authorization"] = '....' response = http.request(request) puts response.read_body ``` ### cURL ```bash curl --request POST \ --url 'https://api.unified.to/accounting/5de520f96e439b002043d8dc/quote?fields=&raw=' \ --header 'accept: application/json' \ --header 'authorization: .....' ```