Quotations are proposals before they become invoices. They start as drafts, can be sent to a customer, and then accepted, declined, or expired. An accepted quotation is converted into an invoice with one call — no re-entering line items.

List quotations

GET/v1/quotations

Returns recent quotations, newest first.

Query parameters

Field	Type	Required	Notes
`businessId`	string	yes
`limit`	integer	no	Default 50, max 100.
`status`	string	no	`draft`, `sent`, `accepted`, `declined`, `expired`, `converted`.
`customerId`	string	no

Get a single quotation

GET/v1/quotations/{id}

Create a quotation

POST/v1/quotations

Creates a draft quotation.

Body

Field	Type	Required	Notes
`customerId`	string	yes (or customerName)	Link to an existing customer.
`customerName`	string	yes (or id)	For ad-hoc prospects.
`customerEmail`	string	no
`lineItems`	array	yes	1–100 items.
`lineItems[].description`	string	yes
`lineItems[].quantity`	number	yes
`lineItems[].unitPrice`	number	yes	Naira.
`lineItems[].taxable`	boolean	no	Defaults to `true`.
`quotationDate`	ISO 8601	no	Defaults to today.
`validUntil`	ISO 8601	no	Expiry date.
`vatRate`	number	no	Defaults to 7.5.
`notes`, `terms`, `reference`	string	no

Update a quotation

PUT/v1/quotations/{id}

Edits a draft or sent quotation. Accepted, declined, and converted quotations are immutable.

Status transitions

POST/v1/quotations/{id}/send

Marks a quotation as sent to the customer. Typically triggers an email (dashboard-configured).

POST/v1/quotations/{id}/accept

Records customer acceptance. Does not create an invoice automatically — use convert-to-invoice.

POST/v1/quotations/{id}/decline

Records a declined quotation.

Body (for accept/decline)

Field	Type	Required	Notes
`note`	string	no	Shown in the quotation log.

Convert to invoice

POST/v1/quotations/{id}/convert-to-invoice

Creates a draft invoice from the quotation. The quotation status advances to converted.

Response — 201

{
  "success": true,
  "data": {
    "invoiceId": "inv_xyz",
    "invoiceNumber": "INV-2026-017",
    "quotationId": "quo_abc",
    "quotationStatus": "converted"
  }
}

Only accepted quotations can be converted. The resulting invoice starts as draft and follows the regular invoice life cycle.

Related endpoints

Invoices — the next stop after conversion
Customers