Fill "Your Information" on quote

[JFaber69]

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?

[Jaycee_Lewis · Accepted solution]

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