WYRE-AI Salesbuildr Quotes
Overview
Quotes are proposals sent to customers containing one or more products as line items. Each quote is linked to a company and contact, and can optionally be associated with an opportunity.
Anti-triggers
- Emailing the quote to the customer for signature — Salesbuildr builds
and prices the quote; turning it into a sendable, signable document is
pandadoc-documents. - Quotes in another quoting system — Kaseya Quote Manager and ConnectWise
CPQ use identical vocabulary for their own records; use
kaseya-quote-manager-quotesorconnectwise-cpq-quotes. - Billing for a quote the customer accepted — an accepted quote is not an
invoice; use
xero-invoicesorqbo-invoices. - The pipeline record the quote hangs off — stage, value, and close date
belong to the opportunity; use
salesbuildr-opportunities.
Search Quotes
GET /quotes?search=<term>&company_id=<id>&opportunity_id=<id>&from=0&size=25
Parameters:
search- Search by quote name/numbercompany_id- Filter by companyopportunity_id- Filter by opportunityfrom- Pagination offsetsize- Results per page
Get Quote by ID
GET /quotes/{id}
Returns full quote details including all line items with product information.
Create Quote
POST /quotes
{
"name": "Infrastructure Refresh Q1 2026",
"company_id": 12345,
"contact_id": 67890,
"opportunity_id": 11111,
"items": [
{
"product_id": 100,
"quantity": 2,
"unit_price": 1299.00
},
{
"product_id": 200,
"quantity": 5,
"unit_price": 49.99
}
]
}
Required fields: company_id
Key Fields
| Field | Description |
|---|---|
| id | Unique quote identifier |
| name | Quote title/description |
| company_id | Associated company |
| contact_id | Associated contact |
| opportunity_id | Linked opportunity |
| items | Array of line items |
| total | Calculated total amount |
| status | Quote status |
Common Workflows
Create a Quote from Scratch
- Find company:
GET /companies?search=customer - Find contact:
GET /contacts?company_id=12345 - Search products:
GET /products?search=firewall - Create quote with products:
POST /quotes
Quote for an Existing Opportunity
- Find opportunity:
GET /opportunities?search=deal name - Use company_id and contact_id from opportunity
- Search products for line items
- Create quote linked to opportunity
Review Past Quotes
- Search quotes by company:
GET /quotes?company_id=12345 - Get specific quote details:
GET /quotes/{id} - Review line items and pricing