Core Resources

Quotes

Create and manage quotes with versioning support.

Overview

Quotes (cotizaciones) allow you to send proposals to customers before creating invoices. They support the same line items, taxes, and discounts as invoices, plus versioning.

Create a Quote

 1curl -X POST "https://api.corebill.io/v1/quotes" \
 2  -H "Authorization: Bearer sk_live_your_api_key" \
 3  -H "Content-Type: application/json" \
 4  -d '{
 5    "customer_id": "cus_abc123",
 6    "valid_until": "2026-12-31",
 7    "payment_terms": "50% upfront, 50% on delivery",
 8    "line_items": [
 9      {
10        "item_name": "Website Redesign",
11        "description": "Complete redesign including UX research",
12        "quantity": 1,
13        "unit": "project",
14        "unit_price": 8000
15      },
16      {
17        "item_name": "Monthly Maintenance",
18        "quantity": 6,
19        "unit": "month",
20        "unit_price": 500
21      }
22    ]
23  }'

Quote Numbers

Numbers include a version suffix: {PREFIX}-{YEAR}-{COUNTER}-{VERSION}

Example: QUO-2026-00001-1

When a quote is revised, the version number increments.

Statuses

Status	Description
`draft`	Initial state
`sent`	Sent to the customer
`viewed`	Customer has viewed
`approved`	Customer approved the quote
`rejected`	Customer rejected
`expired`	Past the `valid_until` date
`converted`	Converted to an invoice

Send a Quote

 1curl -X POST "https://api.corebill.io/v1/quotes/quo_abc123/send" \
 2  -H "Authorization: Bearer sk_live_your_api_key"

Approve / Reject

 1# Approve
 2curl -X POST "https://api.corebill.io/v1/quotes/quo_abc123/approve" \
 3  -H "Authorization: Bearer sk_live_your_api_key"
 4
 5# Reject
 6curl -X POST "https://api.corebill.io/v1/quotes/quo_abc123/reject" \
 7  -H "Authorization: Bearer sk_live_your_api_key" \
 8  -H "Content-Type: application/json" \
 9  -d '{ "rejection_reason": "Budget exceeded" }'

Convert to Invoice

 1curl -X POST "https://api.corebill.io/v1/quotes/quo_abc123/convert_to_invoice" \
 2  -H "Authorization: Bearer sk_live_your_api_key"

This copies all line items from the quote to a new invoice. The quote status changes to converted.

Defaults

issue_date defaults to today
valid_until defaults to 30 days from issue_date
currency defaults to the customer's currency, then the company's currency

Amounts

All monetary amounts are in the major unit of the currency with 2 decimals (major unit, 2 decimals). $1,234.56 is represented as 1234.56, never as cents (123456).

Filtering

 1# By status
 2curl "https://api.corebill.io/v1/quotes?status=approved" \
 3  -H "Authorization: Bearer sk_live_your_api_key"
 4
 5# By customer
 6curl "https://api.corebill.io/v1/quotes?customer_id=cus_abc123" \
 7  -H "Authorization: Bearer sk_live_your_api_key"

Invoices Items