Use this skill when creating, searching, or viewing quotes in Salesbuildr. Quotes contain line items (products) and are linked to companies, contacts, and optionally opportunities. Covers quote creation with products, searching quotes, and retrieving quote details with line items.
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.
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 pageGET /quotes/{id}
Returns full quote details including all line items with product information.
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
| 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 |
GET /companies?search=customerGET /contacts?company_id=12345GET /products?search=firewallPOST /quotesGET /opportunities?search=deal nameGET /quotes?company_id=12345GET /quotes/{id}