Quotes

Download schema

List quotes

GET

https://api.ledgerbee.com/api

/v1/quotes

x-api-key (header)

OAuth 2.0

Returns a paginated list of quotes.

Filters

Parameter	Description
status	Display status: `draft`, `sent`, `accepted`, `rejected`, `expired`, `converted`. Derived statuses are resolved server-side.
customerId	Filter to one customer.
page / limit	Pagination (defaults: page 1, limit 25, max limit 100).
sortBy / sortOrder	Sort field (e.g. `date`, `documentNumber`, `amount`, `status`, `validUntil`) and direction. Defaults to newest first.

Required Scope

quotes-read

List quotes › query Parameters

page

number · min: 1

Page number (1-indexed)

Example: 1

Default: 1

limit

number · min: 1 · max: 100

Items per page

Example: 25

Default: 25

status

string

Filter by display status (draft/sent/accepted/rejected/expired/converted). Derived statuses are resolved server-side.

customerId

string

Filter by customer id

sortBy

string

Sort field

Example: date

sortOrder

string · enum

Sort order

Enum values:

ASC

DESC

List quotes › Responses

Paginated list of quotes

PublicListQuotesResponse

PublicQuoteListItem[] · required

List of quotes (line items omitted; GET one quote for lines)

total

number · required

Total number of quotes matching the query

Example: 42

page

number · required

Current page number (1-indexed)

Example: 1

limit

number · required

Maximum number of items per page

Example: 25

totalPages

number · required

Total number of pages available

Example: 2

GET/v1/quotes

curl https://api.ledgerbee.com/api/v1/quotes \
  --header 'x-api-key: <api-key>'

Example Responses

{
  "data": [
    {
      "id": "id",
      "type": "quote",
      "status": {},
      "displayStatus": {},
      "documentNumber": "documentNumber",
      "date": "2026-06-11",
      "validUntil": "2026-07-11",
      "amount": "amount",
      "subtotal": "subtotal",
      "vat": "vat",
      "currency": "DKK",
      "reference": "reference",
      "ourReference": "ourReference",
      "notes": "notes",
      "customerId": "customerId",
      "sourceDocumentId": "sourceDocumentId",
      "convertedToDocumentId": "convertedToDocumentId",
      "convertedToInvoiceId": "convertedToInvoiceId",
      "sentAt": "sentAt",
      "createdAt": "createdAt",
      "updatedAt": "updatedAt"
    }
  ],
  "total": 42,
  "page": 1,
  "limit": 25,
  "totalPages": 2
}

json

application/json

Create a draft quote

POST

https://api.ledgerbee.com/api

/v1/quotes

x-api-key (header)

OAuth 2.0

Creates a draft quote.

The quote number is not allocated here — it is assigned on send.
Totals (subtotal/vat/amount) are computed from the line items.

Required Scope

quotes-write

Create a draft quote › Headers

x-api-idempotency-key

string · maxLength: 255

Optional idempotency key for safely retrying mutating requests.

Create a draft quote › Request Body

PublicCreateQuote

customerId

string · required

Customer this quote is for

date

string · required

Quote date (ISO, YYYY-MM-DD)

Example: 2026-06-11

PublicCreateQuoteLine[] · required

customerDepartmentId

string

Customer department id

customerContactId

string

Customer contact id ("Deres ref.")

validUntil

string

Valid-until date (ISO, YYYY-MM-DD)

Example: 2026-07-11

currency

string

Currency code

Example: DKK

reference

string

PO number ("PO-nr.")

ourReference

string

Our reference ("Vores ref.")

notes

string

Notes shown on the quote

Create a draft quote › Responses

Quote created

PublicQuote

id

string · required

Quote identifier

type

string · enum · required

Always "quote"

Enum values:

quote

orderConfirmation

status

object · required

Stored lifecycle status (draft/sent/accepted/rejected)

displayStatus

object · required

Status to display. Equals status except derived states: "converted" or "expired".

date

string · required

Quote date (ISO, YYYY-MM-DD)

Example: 2026-06-11

amount

string · required

Total amount including VAT

subtotal

string · required

Subtotal excluding VAT

vat

string · required

Total VAT

currency

string · required

Currency code

Example: DKK

createdAt

string · required

Created timestamp (ISO)

updatedAt

string · required

Updated timestamp (ISO)

PublicQuoteLine[] · required

documentNumber

string

Allocated quote number (null until sent)

validUntil

string

Valid-until date (ISO, YYYY-MM-DD)

Example: 2026-07-11

reference

string

PO number ("PO-nr.")

ourReference

string

Our reference ("Vores ref.")

notes

string

Notes

customerId

string

Customer id

sourceDocumentId

string

Source document id (set when this quote originated from another document)

convertedToDocumentId

string

Id of the order confirmation this quote was converted into

convertedToInvoiceId

string

Id of the invoice this quote was converted into

sentAt

string

Timestamp the quote was sent (ISO)

POST/v1/quotes

curl https://api.ledgerbee.com/api/v1/quotes \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '{
  "customerId": "string",
  "customerDepartmentId": "string",
  "customerContactId": "string",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "currency": "DKK",
  "reference": "string",
  "ourReference": "string",
  "notes": "string",
  "lines": [
    {
      "priceId": "string",
      "description": "string",
      "lineType": "subscription",
      "quantity": 2,
      "unitPrice": "1000.00"
    }
  ]
}'

Example Request Body

{
  "customerId": "string",
  "customerDepartmentId": "string",
  "customerContactId": "string",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "currency": "DKK",
  "reference": "string",
  "ourReference": "string",
  "notes": "string",
  "lines": [
    {
      "priceId": "string",
      "description": "string",
      "lineType": "subscription",
      "quantity": 2,
      "unitPrice": "1000.00"
    }
  ]
}

json

application/json

Example Responses

{
  "id": "id",
  "type": "quote",
  "status": {},
  "displayStatus": {},
  "documentNumber": "documentNumber",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "amount": "amount",
  "subtotal": "subtotal",
  "vat": "vat",
  "currency": "DKK",
  "reference": "reference",
  "ourReference": "ourReference",
  "notes": "notes",
  "customerId": "customerId",
  "sourceDocumentId": "sourceDocumentId",
  "convertedToDocumentId": "convertedToDocumentId",
  "convertedToInvoiceId": "convertedToInvoiceId",
  "sentAt": "sentAt",
  "createdAt": "createdAt",
  "updatedAt": "updatedAt",
  "lines": [
    {
      "id": "id",
      "description": "description",
      "lineType": "lineType",
      "quantity": 2,
      "unitPrice": "1000.00",
      "totalPrice": "2000.00",
      "vatRate": "25",
      "vatAmount": "vatAmount"
    }
  ]
}

json

application/json

Get a quote

GET

https://api.ledgerbee.com/api

/v1/quotes/{id}

x-api-key (header)

OAuth 2.0

Returns a single quote, including its line items.

Required Scope

quotes-read

Get a quote › path Parameters

id

string · required

The quote id

Get a quote › Responses

The quote

PublicQuote

id

string · required

Quote identifier

type

string · enum · required

Always "quote"

Enum values:

quote

orderConfirmation

status

object · required

Stored lifecycle status (draft/sent/accepted/rejected)

displayStatus

object · required

Status to display. Equals status except derived states: "converted" or "expired".

date

string · required

Quote date (ISO, YYYY-MM-DD)

Example: 2026-06-11

amount

string · required

Total amount including VAT

subtotal

string · required

Subtotal excluding VAT

vat

string · required

Total VAT

currency

string · required

Currency code

Example: DKK

createdAt

string · required

Created timestamp (ISO)

updatedAt

string · required

Updated timestamp (ISO)

PublicQuoteLine[] · required

documentNumber

string

Allocated quote number (null until sent)

validUntil

string

Valid-until date (ISO, YYYY-MM-DD)

Example: 2026-07-11

reference

string

PO number ("PO-nr.")

ourReference

string

Our reference ("Vores ref.")

notes

string

Notes

customerId

string

Customer id

sourceDocumentId

string

Source document id (set when this quote originated from another document)

convertedToDocumentId

string

Id of the order confirmation this quote was converted into

convertedToInvoiceId

string

Id of the invoice this quote was converted into

sentAt

string

Timestamp the quote was sent (ISO)

GET/v1/quotes/{id}

curl https://api.ledgerbee.com/api/v1/quotes/:id \
  --header 'x-api-key: <api-key>'

Example Responses

{
  "id": "id",
  "type": "quote",
  "status": {},
  "displayStatus": {},
  "documentNumber": "documentNumber",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "amount": "amount",
  "subtotal": "subtotal",
  "vat": "vat",
  "currency": "DKK",
  "reference": "reference",
  "ourReference": "ourReference",
  "notes": "notes",
  "customerId": "customerId",
  "sourceDocumentId": "sourceDocumentId",
  "convertedToDocumentId": "convertedToDocumentId",
  "convertedToInvoiceId": "convertedToInvoiceId",
  "sentAt": "sentAt",
  "createdAt": "createdAt",
  "updatedAt": "updatedAt",
  "lines": [
    {
      "id": "id",
      "description": "description",
      "lineType": "lineType",
      "quantity": 2,
      "unitPrice": "1000.00",
      "totalPrice": "2000.00",
      "vatRate": "25",
      "vatAmount": "vatAmount"
    }
  ]
}

json

application/json

Update a draft quote

PATCH

https://api.ledgerbee.com/api

/v1/quotes/{id}

x-api-key (header)

OAuth 2.0

Replaces the editable fields and line items of a draft quote. This is also how you change validUntil.

Line items are replaced wholesale — send the full intended set. A converted quote is read-only (SALES_DOCUMENT_LOCKED_CONVERTED).

Required Scope

quotes-write

Update a draft quote › path Parameters

id

string · required

The quote id

Update a draft quote › Headers

x-api-idempotency-key

string · maxLength: 255

Optional idempotency key for safely retrying mutating requests.

Update a draft quote › Request Body

PublicUpdateQuote

customerId

string · required

Customer this quote is for

date

string · required

Quote date (ISO, YYYY-MM-DD)

Example: 2026-06-11

PublicCreateQuoteLine[] · required

customerDepartmentId

string

Customer department id

customerContactId

string

Customer contact id ("Deres ref.")

validUntil

string

Valid-until date (ISO, YYYY-MM-DD)

Example: 2026-07-11

currency

string

Currency code

Example: DKK

reference

string

PO number ("PO-nr.")

ourReference

string

Our reference ("Vores ref.")

notes

string

Notes shown on the quote

Update a draft quote › Responses

Quote updated

PublicQuote

id

string · required

Quote identifier

type

string · enum · required

Always "quote"

Enum values:

quote

orderConfirmation

status

object · required

Stored lifecycle status (draft/sent/accepted/rejected)

displayStatus

object · required

Status to display. Equals status except derived states: "converted" or "expired".

date

string · required

Quote date (ISO, YYYY-MM-DD)

Example: 2026-06-11

amount

string · required

Total amount including VAT

subtotal

string · required

Subtotal excluding VAT

vat

string · required

Total VAT

currency

string · required

Currency code

Example: DKK

createdAt

string · required

Created timestamp (ISO)

updatedAt

string · required

Updated timestamp (ISO)

PublicQuoteLine[] · required

documentNumber

string

Allocated quote number (null until sent)

validUntil

string

Valid-until date (ISO, YYYY-MM-DD)

Example: 2026-07-11

reference

string

PO number ("PO-nr.")

ourReference

string

Our reference ("Vores ref.")

notes

string

Notes

customerId

string

Customer id

sourceDocumentId

string

Source document id (set when this quote originated from another document)

convertedToDocumentId

string

Id of the order confirmation this quote was converted into

convertedToInvoiceId

string

Id of the invoice this quote was converted into

sentAt

string

Timestamp the quote was sent (ISO)

PATCH/v1/quotes/{id}

curl https://api.ledgerbee.com/api/v1/quotes/:id \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '{
  "customerId": "string",
  "customerDepartmentId": "string",
  "customerContactId": "string",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "currency": "DKK",
  "reference": "string",
  "ourReference": "string",
  "notes": "string",
  "lines": [
    {
      "priceId": "string",
      "description": "string",
      "lineType": "subscription",
      "quantity": 2,
      "unitPrice": "1000.00"
    }
  ]
}'

Example Request Body

{
  "customerId": "string",
  "customerDepartmentId": "string",
  "customerContactId": "string",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "currency": "DKK",
  "reference": "string",
  "ourReference": "string",
  "notes": "string",
  "lines": [
    {
      "priceId": "string",
      "description": "string",
      "lineType": "subscription",
      "quantity": 2,
      "unitPrice": "1000.00"
    }
  ]
}

json

application/json

Example Responses

{
  "id": "id",
  "type": "quote",
  "status": {},
  "displayStatus": {},
  "documentNumber": "documentNumber",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "amount": "amount",
  "subtotal": "subtotal",
  "vat": "vat",
  "currency": "DKK",
  "reference": "reference",
  "ourReference": "ourReference",
  "notes": "notes",
  "customerId": "customerId",
  "sourceDocumentId": "sourceDocumentId",
  "convertedToDocumentId": "convertedToDocumentId",
  "convertedToInvoiceId": "convertedToInvoiceId",
  "sentAt": "sentAt",
  "createdAt": "createdAt",
  "updatedAt": "updatedAt",
  "lines": [
    {
      "id": "id",
      "description": "description",
      "lineType": "lineType",
      "quantity": 2,
      "unitPrice": "1000.00",
      "totalPrice": "2000.00",
      "vatRate": "25",
      "vatAmount": "vatAmount"
    }
  ]
}

json

application/json

Convert a quote

POST

https://api.ledgerbee.com/api

/v1/quotes/{id}/convert

x-api-key (header)

OAuth 2.0

Converts the quote into the next document in the pre-sales chain:

A quote converts into an order confirmation (target: "orderConfirmation").
A quote can also convert directly into an invoice (target: "invoice").

By default the quote's fields and line items are copied verbatim. To review and adjust the target before finalizing, supply an optional document payload — its fields override the copied values.

A quote converts only once. Re-converting fails with SALES_DOCUMENT_ALREADY_CONVERTED_TO_INVOICE or SALES_DOCUMENT_ALREADY_CONVERTED_TO_DOCUMENT.

The response identifies the produced document via targetType ("invoice" or "orderConfirmation") and targetId.

Required Scope

quotes-write

Convert a quote › path Parameters

id

string · required

The quote id to convert

Convert a quote › Headers

x-api-idempotency-key

string · maxLength: 255

Optional idempotency key for safely retrying mutating requests.

Convert a quote › Request Body

PublicConvertQuote

target

string · enum · required

Target to convert into. Use "orderConfirmation" to confirm the quote, or "invoice" to convert it directly into an invoice.

Enum values:

orderConfirmation

invoice

object

Edited target document (review-before-finalize). Omit to copy the source verbatim.

Convert a quote › Responses

Conversion result

PublicConvertQuoteResult

targetType

string · required

Type of document produced by the conversion ("invoice" or "orderConfirmation")

Example: orderConfirmation

targetId

string · required

Identifier of the produced document

POST/v1/quotes/{id}/convert

curl https://api.ledgerbee.com/api/v1/quotes/:id/convert \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '{
  "target": "orderConfirmation",
  "document": {
    "customerId": "string",
    "customerDepartmentId": "string",
    "customerContactId": "string",
    "date": "2026-06-11",
    "currency": "string",
    "reference": "string",
    "ourReference": "string",
    "notes": "string",
    "lines": []
  }
}'

Example Request Body

{
  "target": "orderConfirmation",
  "document": {
    "customerId": "string",
    "customerDepartmentId": "string",
    "customerContactId": "string",
    "date": "2026-06-11",
    "currency": "string",
    "reference": "string",
    "ourReference": "string",
    "notes": "string",
    "lines": []
  }
}

json

application/json

Example Responses

{
  "targetType": "orderConfirmation",
  "targetId": "targetId"
}

json

application/json

Download a quote as PDF

GET

https://api.ledgerbee.com/api

/v1/quotes/{id}/pdf

x-api-key (header)

OAuth 2.0

Renders and streams the quote as a PDF (application/pdf).

Pass ?draft=true to render an unfinalized "draft" watermark preview before the quote is sent.

Required Scope

quotes-read

Download a quote as PDF › path Parameters

id

string · required

The quote id

Download a quote as PDF › query Parameters

draft

boolean

Render a draft-watermarked preview when "true".

Download a quote as PDF › Responses

PDF binary stream

No data returned

Send a quote

POST

https://api.ledgerbee.com/api

/v1/quotes/{id}/send

x-api-key (header)

OAuth 2.0

Sends the quote. This allocates the quote number (if not already set), renders the PDF, optionally emails it, and marks the quote sent.

Delivery

deliveryType: "Manual" (default) — allocates the number and marks sent without emailing. Use this when you will deliver the PDF yourself (download it via GET /:id/pdf).
deliveryType: "Email" — emails the rendered PDF. The recipient resolves from recipientEmail (override), else the customer contact, else the customer email. If none can be resolved the request fails with SALES_DOCUMENT_MISSING_RECIPIENT.

Sproom / e-invoice does not apply to quotes — there is no legal e-invoice type for a quote.

A quote that has already been converted is read-only and cannot be sent (SALES_DOCUMENT_LOCKED_CONVERTED).

Required Scope

quotes-write

Send a quote › path Parameters

id

string · required

The quote id

Send a quote › Headers

x-api-idempotency-key

string · maxLength: 255

Optional idempotency key for safely retrying mutating requests.

Send a quote › Request Body

PublicSendQuote

deliveryType

string · enum

Delivery method. Defaults to Manual. Sproom/e-invoice does not apply to quotes.

Enum values:

Manual

recipientEmail

string

Override recipient email for Email delivery

Send a quote › Responses

Quote sent

PublicQuote

id

string · required

Quote identifier

type

string · enum · required

Always "quote"

Enum values:

quote

orderConfirmation

status

object · required

Stored lifecycle status (draft/sent/accepted/rejected)

displayStatus

object · required

Status to display. Equals status except derived states: "converted" or "expired".

date

string · required

Quote date (ISO, YYYY-MM-DD)

Example: 2026-06-11

amount

string · required

Total amount including VAT

subtotal

string · required

Subtotal excluding VAT

vat

string · required

Total VAT

currency

string · required

Currency code

Example: DKK

createdAt

string · required

Created timestamp (ISO)

updatedAt

string · required

Updated timestamp (ISO)

PublicQuoteLine[] · required

documentNumber

string

Allocated quote number (null until sent)

validUntil

string

Valid-until date (ISO, YYYY-MM-DD)

Example: 2026-07-11

reference

string

PO number ("PO-nr.")

ourReference

string

Our reference ("Vores ref.")

notes

string

Notes

customerId

string

Customer id

sourceDocumentId

string

Source document id (set when this quote originated from another document)

convertedToDocumentId

string

Id of the order confirmation this quote was converted into

convertedToInvoiceId

string

Id of the invoice this quote was converted into

sentAt

string

Timestamp the quote was sent (ISO)

POST/v1/quotes/{id}/send

curl https://api.ledgerbee.com/api/v1/quotes/:id/send \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '{
  "deliveryType": "Email",
  "recipientEmail": "string"
}'

Example Request Body

{
  "deliveryType": "Email",
  "recipientEmail": "string"
}

json

application/json

Example Responses

{
  "id": "id",
  "type": "quote",
  "status": {},
  "displayStatus": {},
  "documentNumber": "documentNumber",
  "date": "2026-06-11",
  "validUntil": "2026-07-11",
  "amount": "amount",
  "subtotal": "subtotal",
  "vat": "vat",
  "currency": "DKK",
  "reference": "reference",
  "ourReference": "ourReference",
  "notes": "notes",
  "customerId": "customerId",
  "sourceDocumentId": "sourceDocumentId",
  "convertedToDocumentId": "convertedToDocumentId",
  "convertedToInvoiceId": "convertedToInvoiceId",
  "sentAt": "sentAt",
  "createdAt": "createdAt",
  "updatedAt": "updatedAt",
  "lines": [
    {
      "id": "id",
      "description": "description",
      "lineType": "lineType",
      "quantity": 2,
      "unitPrice": "1000.00",
      "totalPrice": "2000.00",
      "vatRate": "25",
      "vatAmount": "vatAmount"
    }
  ]
}

json

application/json

Projects Settlements