Set Up Quotes

What a quote is

A quote is a proposed set of charges you send a customer for approval. They accept (or decline); on acceptance you convert it into an invoice or subscription. Quotes have an expiry and their own PDF.

Full lifecycle: Quotes · dashboard: Quotes.

Prerequisites

An API key for the API call below, or dashboard access.
An existing customer to quote.

Step 1: Create the quote

The Quotes page listing customer quotes — Quotes — draft, sent, accepted, and declined price quotes

In the dashboard, go to Quotes → Create; or via the API:

curl -X POST https://api.recurso.dev/v1/quotes \
  -H "Authorization: Bearer $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_id": "cus_...",
    "line_items": [{ "description": "Enterprise plan (annual)", "amount": 1200000 }],
    "expires_at": "2026-08-31"
  }'

Step 2: Send it for acceptance

Send the quote to the customer — they review it (and its PDF) and accept or decline. A quote past its expires_at can’t be accepted.

Step 3: Convert on acceptance

Once accepted, convert the quote into an invoice (or subscription). Optional discounts on the quote carry through to the converted document.

Verify your setup

The quote sends

The customer receives the quote and it shows as sent/pending.

Acceptance converts cleanly

Accepting produces an invoice/subscription with the quoted amounts.

Expiry is enforced

A quote past its expiry can no longer be accepted.

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What a quote is

Prerequisites

Step 1: Create the quote

Step 2: Send it for acceptance

Step 3: Convert on acceptance

Verify your setup

Next steps

​What a quote is

​Prerequisites

​Step 1: Create the quote

​Step 2: Send it for acceptance

​Step 3: Convert on acceptance

​Verify your setup

​Next steps

What a quote is

Prerequisites

Step 1: Create the quote

Step 2: Send it for acceptance

Step 3: Convert on acceptance

Verify your setup

Next steps