Fill "Your Information" on quote

JFaber69 — Tue, 04 Feb 2025 08:26:11 GMT

Whenever I make a quote using the API it asks me to fill in the "Your Information" fields.

Is there a way to do this using the API too?

Re: Fill "Your Information" on quote

Jaycee_Lewis — Wed, 05 Feb 2025 18:38:06 GMT

Hey @JFaber69 👋 This one took me down the rabbit hole, but I figured it out after a bit of trial and error. The quick answer is — these properties are not automatically updated even after setting the associations, adding an owner to the associations deal, nor when sending the owner properties like `hs_quote_owner_id`. You have to set this in the request body in the properties section.

{ "properties": { "hs_title": "Gayle - annual cat audit (with owner) 4", "hs_expiration_date": "2027-09-30", "hs_status": "DRAFT", "hs_quote_owner_id": "198670650", "hs_sender_company_name": "Bob's Burgers", "hs_sender_firstname": "Jaycee", "hs_sender_lastname": "Lewis", "hs_sender_phone": "5055555555", "hs_sender_jobtitle": "API helper", "hs_sender_email": "bob@bobsburgers.com" },

Here's the full list of related properties you can set this way:

hs_sender_image_url hs_sender_company_name hs_sender_firstname hs_sender_company_domain hs_sender_lastname hs_sender_company_address hs_sender_email hs_sender_company_address2 hs_sender_phone hs_sender_company_city hs_sender_jobtitle hs_sender_company_state hs_sender_company_zip hs_sender_company_country hs_sender_company_image_url

Shoutout to @Teun and @CMcKay for solving this one in 2022 — solution. I'll make a request to see if we can get the dev doc updated to reflect this information.

Best,

Jaycee

topic Fill "Your Information" on quote in APIs & Integrations

Fill "Your Information" on quote

Re: Fill "Your Information" on quote