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POST Agents/Quote/GenerateQuoteDocuments

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POST /api/v1/Agents/Quote/GenerateQuoteDocuments

Generate all the documents required to send the Quote as an email to the prospect - or an Order Confirmation; it just depends on the template id's for the lines doc and mail body.

Quote version status is not changed by this method.

Query String Parameters

Parameter Name Type Description
$select string Optional comma separated list of properties to include in the result. Other fields are then nulled out to reduce payload size: "Name,department,category". Default = show all fields.
POST /api/v1/Agents/Quote/GenerateQuoteDocuments?$select=name,department,category/id

Request Headers

Parameter Name Description
Authorization Supports 'Basic', 'SoTicket' and 'Bearer' schemes, depending on installation type.
X-XSRF-TOKEN If not using Authorization header, you must provide XSRF value from cookie or hidden input field
Content-Type Content-type of the request body: application/json, text/json, application/xml, text/xml, application/x-www-form-urlencoded, application/json-patch+json, application/merge-patch+json
Accept Content-type(s) you would like the response in: application/json, text/json, application/xml, text/xml, application/json-patch+json, application/merge-patch+json
Accept-Language Convert string references and multi-language values into a specified language (iso2) code.
SO-Language Convert string references and multi-language values into a specified language (iso2) code. Overrides Accept-Language value.
SO-Culture Number, date formatting in a specified culture (iso2 language) code. Partially overrides SO-Language/Accept-Language value. Ignored if no Language set.
SO-TimeZone Specify the timezone code that you would like date/time responses converted to.
SO-AppToken The application token that identifies the partner app. Used when calling Online WebAPI from a server.

Request Body: request

QuoteVersionId, EmailBodyTemplateId, AttachMainDocument, QuotedProductsTemplateId, IncludeAttachments, RawMailSubject

Property Name Type Description
QuoteVersionId Integer
EmailBodyTemplateId Integer
AttachMainDocument Boolean
QuotedProductsTemplateId Integer
IncludeAttachments Boolean
RawMailSubject String

Response:

OK

Response Description
200 OK

Response body: QuotePublishDocuments

Property Name Type Description
QuoteDocumentId int32 Quote document, as PDF; may be zero if there is no document specified for the version
QuotedProductsId int32 Quoted products (quote lines or confirmation lines) document, as PDF
QuoteAttachmentIds array Array of id's of any attachments (standard + custom for this version)
MailBody string The string that is the content of the mail body; this is the result of merging the mail body template with the current template variable values
MailSubject string The string that is the mail subject; done by merging the text resource SR_QUOTE_PUBLISH_MAILHEADING with the current template variable values
ToEmail string The email address of the recipient, taken from the sale's person
ToFullName string The full name of the recipient, taken from the sale's person
ErrorMessage string If something went wrong, show this message and do not continue
TableRight TableRight The carrier's table right
FieldProperties object Field property dictionary mapping field names to field access rights.

Sample request

POST /api/v1/Agents/Quote/GenerateQuoteDocuments
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv
Content-Type: application/json; charset=utf-8

{
  "QuoteVersionId": 244,
  "EmailBodyTemplateId": 552,
  "AttachMainDocument": false,
  "QuotedProductsTemplateId": 183,
  "IncludeAttachments": false,
  "RawMailSubject": "porro"
}

Sample response

HTTP/1.1 200 OK
Content-Type: application/json; charset=utf-8

{
  "QuoteDocumentId": 127,
  "QuotedProductsId": 90,
  "QuoteAttachmentIds": [
    421,
    54
  ],
  "MailBody": "consectetur",
  "MailSubject": "sit",
  "ToEmail": "marcellus.wolf@brekkestehr.name",
  "ToFullName": "Maude Ryan",
  "ErrorMessage": "culpa",
  "TableRight": null,
  "FieldProperties": {
    "fieldName": {
      "FieldRight": null,
      "FieldType": "System.String",
      "FieldLength": 501
    }
  }
}
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