Quotes

A quote is a priced proposal built from the same line items as a booking — products, bundles, experiences, store products — that the customer reviews and accepts (or declines) through a private link. Accepting converts the quote into a normal confirmed booking at the quoted total.

Quote pricing runs through the exact same engine as booking pricing, so a quote's totals always match what the equivalent booking would cost.

Endpoints

Method	Endpoint	Description
GET	`/v1/quotes`	List quotes
GET	`/v1/quotes/{id}`	Get a single quote
POST	`/v1/quotes`	Create a quote
PATCH	`/v1/quotes/{id}`	Update a quote
DELETE	`/v1/quotes/{id}`	Decline (archive) a quote
POST	`/v1/quotes/{id}/send`	Send the quote to the customer
POST	`/v1/quotes/{id}/accept`	Accept a quote
POST	`/v1/quotes/{id}/decline`	Decline a quote
POST	`/v1/quotes/{id}/duplicate`	Duplicate a quote

Scopes

Scope	Grants
`quotes:read`	View quotes
`quotes:write`	Create, send and decide quotes

Quote Lifecycle

A quote's state is derived from its timestamps — it is never set directly:

State	Meaning
`draft`	Created but not sent yet
`sent`	Emailed to the customer, not opened yet
`viewed`	The customer has opened the quote page
`accepted`	Converted into a confirmed booking
`declined`	Declined by the customer or on their behalf
`expired`	Its `valid_until` date passed before a decision
`cancelled`	Accepted, then the booking it became was cancelled

draft ──send──▶ sent ──customer opens──▶ viewed
                 │                          │
                 ├────────accept────────────┤──▶ accepted (now a booking)
                 ├────────decline───────────┤──▶ declined
                 └────valid_until passes────┴──▶ expired

accepted ──booking cancelled──▶ cancelled

Key Concepts

Holding dates (`reserves_dates`)

A quote can optionally hold its dates (quote_reserves: true on create). While held, the quoted items and spots are blocked from other bookings until the customer decides. Held dates are released automatically when the quote is declined or expires.

A quote that does not hold its dates leaves availability open — if the dates are taken before acceptance, Accept returns 409 dates_unavailable and nothing is booked.

Expiry (`valid_until`)

quote_valid_until is optional. A quote with valid_until: null never expires. A dated quote lapses automatically once the date passes (in the supplier's timezone): its state becomes expired, any held dates are released, and the supplier is notified. An optional customer reminder email can be configured a set number of days before expiry (Settings → Quotes in the portal).

Agreements

A quote can carry several agreements — published waiver/form documents (quote_agreement_form_ids, an array of form IDs) — which the customer reads and signs on the quote page before accepting. Each agreement gets its own signing link on the customer page, and acceptance stays blocked until every agreement is signed. The quote resource reports them under agreements (one entry per form with signed and signed_at); the legacy single-form agreement field mirrors the first attachment for older integrations.

Customer link (`customer_url`)

Each quote gets a private, tokenized customer page (no login required). The link is minted on first send — until then customer_url is null. Reads never mint a link.

Quotes are never hard-deleted

DELETE /v1/quotes/{id} declines the quote rather than deleting it — decided quotes stay on record. There is no way to hard-delete a quote via the API.

The Quote Object

{
  "id": 123,
  "quote_number": "Q-123",
  "state": "sent",
  "reserves_dates": false,
  "valid_until": "2026-03-01",
  "sent_at": "2026-02-01T10:05:00+00:00",
  "viewed_at": null,
  "decided_at": null,
  "decline_reason": null,
  "agreements": [
    {
      "form_id": 12,
      "form_name": "Rental Agreement",
      "signed": false,
      "signed_at": null
    },
    {
      "form_id": 15,
      "form_name": "Liability Agreement",
      "signed": true,
      "signed_at": "2026-02-02T15:12:00+00:00"
    }
  ],
  "agreement": {
    "form_id": 12,
    "form_name": "Rental Agreement",
    "signed": false
  },
  "customer_url": "https://app.equipdash.com/quote/AbC123dEf456...",
  "type": "rental",
  "start_date": "2026-02-15T09:00:00+00:00",
  "end_date": "2026-02-17T17:00:00+00:00",
  "currency": "USD",
  "pricing": {
    "subtotal": 205.00,
    "total": 225.50
  },
  "customer": {
    "id": 456,
    "first_name": "Jane",
    "last_name": "Doe",
    "full_name": "Jane Doe",
    "is_organization": false,
    "organization_name": null,
    "display_name": "Jane Doe",
    "email": "jane@example.com",
    "phone": "+1234567890",
    "phone_country_code": "+1",
    "bookings_count": 3,
    "created_at": "2025-06-01T09:00:00+00:00"
  },
  "products": [
    {
      "id": 45,
      "product_id": 1,
      "product_name": "Mountain Bike",
      "variation_id": null,
      "variation_name": null,
      "bundle_in_booking_id": null,
      "quantity": 2,
      "price": 120.00
    }
  ],
  "experiences": [],
  "bundles": [],
  "store_products": [],
  "created_at": "2026-02-01T10:00:00+00:00",
  "updated_at": "2026-02-01T10:05:00+00:00"
}

Quote Fields

Field	Type	Description
`id`	integer	Unique quote identifier
`quote_number`	string	Human-readable number, e.g. `"Q-123"`
`state`	string	Derived lifecycle state (see Quote Lifecycle)
`reserves_dates`	boolean	Whether the quote holds its dates while the customer decides
`valid_until`	string\|null	Expiry date (`YYYY-MM-DD`). `null` = the quote never expires
`sent_at`	string\|null	When the quote was last sent (ISO 8601)
`viewed_at`	string\|null	When the customer first opened the quote page (ISO 8601)
`decided_at`	string\|null	When the quote was accepted, declined, or expired (ISO 8601)
`decline_reason`	string\|null	The decline reason. Empty string when declined without a reason; `null` while undecided
`agreements`	array	Every attached agreement: `form_id`, `form_name`, `signed` (boolean), `signed_at` (ISO 8601\|null). Empty array when none are attached
`agreement`	object\|null	Legacy single-agreement field — mirrors the FIRST attachment (`form_id`, `form_name`, `signed`). `null` when no agreements are attached
`customer_url`	string\|null	The customer's private quote link. `null` until the quote is first sent
`type`	string	Booking type of the underlying cart (`rental`, `experience`, `store`, `service`, `mixed`)
`start_date`	string\|null	Start date/time (ISO 8601)
`end_date`	string\|null	End date/time (ISO 8601)
`currency`	string	Currency code (ISO 4217)
`pricing`	object	`subtotal` and `total` (tax-inclusive)
`customer`	object	Customer summary
`products`	array	Rental product lines: `id`, `product_id`, `product_name`, `variation_id`, `variation_name`, `bundle_in_booking_id`, `quantity`, `price`
`experiences`	array	Experience lines: `id`, `experience_id`, `experience_name`, `schedule_id`, `rate_category_id`, `bundle_in_booking_id`, `quantity`, `booked_participants`, `price`
`bundles`	array	Bundle lines: `id`, `bundle_id`, `bundle_name`, `quantity`, `price`
`store_products`	array	Store product lines: `id`, `store_product_id`, `product_name`, `variation_id`, `quantity`, `unit_price`, `total_price`
`created_at`	string	Creation timestamp (ISO 8601)
`updated_at`	string	Last update timestamp (ISO 8601)

Typical Workflow

Create the quote with the same line-item payload as a booking: POST /v1/quotes
Send it to the customer: POST /v1/quotes/{id}/send
Track it: GET /v1/quotes/{id} — watch state, viewed_at, and the agreements[].signed flags
Decide it (if the customer confirms out-of-band): POST /v1/quotes/{id}/accept or /decline
Re-quote when dates change or a quote lapses: POST /v1/quotes/{id}/duplicate

Endpoints​

Scopes​

Quote Lifecycle​

Key Concepts​

Holding dates (reserves_dates)​

Expiry (valid_until)​

Agreements​

Customer link (customer_url)​

Quotes are never hard-deleted​

The Quote Object​

Quote Fields​

Typical Workflow​