Update Quote Settings

PUT

/quote-settings

• Production
• QA

Org-wide quote branding, terms and sender identity. ORG ADMIN.

GET /quote-settings was already published; this is its write half. Admin because sender_email decides whose name every quote goes out under.

Authorizations

• BearerAuth

Parameters

Header Parameters

X-Target-Org-Id

Any of:

string

string

null

null

Request Body ^required

Org-wide quote branding, terms and sender identity.

A CLOSED mirror of the app’s QuoteSettingsDTO, not an open bag. Leaving it open would have achieved nothing: the app model uses pydantic’s default extra behaviour, so an unrecognised branding field is dropped THERE whatever this one does. Closed, the caller gets a 422 naming the field; open, they get a 200 and settings that did not change.

Every field is optional, and the app writes with exclude_none, so a field you omit is left alone rather than blanked.

object

accent_color

Any of:

string

string

null

null

auto_advance_deal_on_quote_send

Any of:

boolean

boolean

null

null

auto_close_deal_on_acceptance

Any of:

boolean

boolean

null

null

company_address

Any of:

string

string

null

null

company_email

Any of:

string

string

null

null

company_logo_url

Any of:

string

string

null

null

company_name

Any of:

string

string

null

null

company_phone

Any of:

string

string

null

null

default_billing_provider

Any of:

string

string

null

null

default_payment_terms

Any of:

string

string

null

null

default_privacy

Any of:

string

string

null

null

default_terms

Any of:

string

string

null

null

default_valid_days

Any of:

integer

integer

null

null

footer_text

Any of:

string

string

null

null

privacy_url

Any of:

string

string

null

null

quote_acceptance_roam_channel_id

Any of:

string

string

null

null

quote_acceptance_roam_channel_name

Any of:

string

string

null

null

quote_acceptance_roam_notifications_enabled

Any of:

boolean

boolean

null

null

quote_number_prefix

Any of:

string

string

null

null

required_billing_fields

Any of:

Array<string>

Array<string>

null

null

sender_email

Any of:

string

string

null

null

sender_mode

Any of:

string

string

null

null

sender_name

Any of:

string

string

null

null

terms_library

Any of:

Array<object>

Array<object>

object

key

additional properties

any

null

null

terms_url

Any of:

string

string

null

null

Responses

200

Successful Response

object

data

required

An open envelope for a quote, template, contact or job result.

object

key

additional properties

any

pagination

Any of:

PaginationMeta

object

has_next

required

Whether there are more pages

boolean

limit

required

Items per page

integer

next_cursor

Any of:

string

string

null

null

page

required

Current page number (1-indexed)

integer

total

required

Total number of items

integer

null

null

422

Validation Error

object

detail

Array<object>

object

loc

required

Array

msg

required

string

type

required

string