Proton.ai Quotes API

openapi: 3.1.0
info:
  title: Proton Call Notes Quotes API
  version: 1.0.0
  description: The Proton API is an AI-powered suite of REST endpoints for product recommendations and CRM actions (customers, contacts, opportunities, quotes, leads, call notes, tasks, tracking) for B2B distributors. Requests require a static API key in the X-Api-Key header, supplied by Proton at the start of an integration. Derived by API Evangelist from the provider's published public Postman documentation at https://api.proton.ai/.
  contact:
    name: Proton.ai
    url: https://www.proton.ai/
servers:
- url: https://api.proton.ai
  description: 'Production (tenant path: /{company}/...)'
security:
- ApiKeyAuth: []
tags:
- name: Quotes
paths:
  /{company}/quotes/{quote_id}:
    get:
      operationId: getQuoteV2
      summary: Get Quote v2
      tags:
      - Quotes
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: quote_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
    patch:
      operationId: editQuote
      summary: Edit Quote
      tags:
      - Quotes
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: quote_id
        in: path
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              type: object
            example:
              customer_id: cust-0
              contact_id: cont-0
              notes: test_notes
              quote_lines:
              - interaction_id: 123-00-001-quote
                product_id: METCAL 123
                quantity: 3
                net_price: 196.6
                list_price: 196.6
                margin: 25.11
                quote_status: open
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/quote_headers/{quote_id}:
    get:
      operationId: getQuoteHeader
      summary: Get Quote Header
      tags:
      - Quotes
      description: This endpoint allows clients to fetch detailed quote header information for specified quote IDs within a company. The response includes quote details, associated products, contacts, customer information, and calculated values such as realized and unrealized values.
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: quote_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/quote_headers/search:
    post:
      operationId: searchQuotes
      summary: Search Quotes
      tags:
      - Quotes
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      requestBody:
        content:
          application/json:
            schema:
              type: object
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
components:
  securitySchemes:
    ApiKeyAuth:
      type: apiKey
      in: header
      name: X-Api-Key
      description: Static API key supplied by Proton at integration onboarding.