Quotations

Quotations

Manage quotations in Teamleader Focus.

Overview

The Quotations resource provides full CRUD operations for quotations attached to deals, plus accept(), send(), and download() lifecycle methods.

Pagination differs from other resources. Quotations uses options['page']['size'] and options['page']['number'] — not the standard page_size / page_number keys used elsewhere in the SDK.

Endpoint

quotations

Capabilities

Capability	Supported
Pagination	✅ Supported (non-standard format — see below)
Filtering	✅ Supported (ids, status)
Sorting	❌ Not supported
Sideloading	✅ Supported (expiry — feature-gated)
Creation	✅ Supported
Update	✅ Supported
Deletion	✅ Supported

---

Methods

list(array $filters = [], array $options = [])

Pagination is passed as a nested page object under $options, not as flat page_size/page_number keys.

use McoreServices\TeamleaderSDK\Facades\Teamleader;

// All quotations
$quotations = Teamleader::quotations()->list();

// Filtered by status
$quotations = Teamleader::quotations()->list(['status' => ['open', 'accepted']]);

// With pagination — note the nested 'page' key
$quotations = Teamleader::quotations()->list([], [
    'page' => ['size' => 50, 'number' => 1],
]);

---

info(string $id, mixed $includes = null)

$quotation = Teamleader::quotations()->info('quotation-uuid');

// With expiry sideload (only if feature is enabled on the account)
$quotation = Teamleader::quotations()->info('quotation-uuid', 'expiry');
$quotation = Teamleader::quotations()->with('expiry')->info('quotation-uuid');

---

create(array $data)

Required (validated before the request):

• deal_id — UUID of the deal this quotation belongs to
• grouped_lines OR text — at least one must be present

$quotation = Teamleader::quotations()->create([
    'deal_id'       => 'deal-uuid',
    'grouped_lines' => [
        [
            'section'    => ['title' => 'Professional Services'],
            'line_items' => [
                [
                    'quantity'    => 5,
                    'description' => 'Consulting days',
                    'unit_price'  => [
                        'amount'   => 1200,
                        'currency' => 'EUR',
                        'tax'      => 'excluding',
                    ],
                ],
            ],
        ],
    ],
]);

// Text-only quotation (Markdown)
$quotation = Teamleader::quotations()->create([
    'deal_id' => 'deal-uuid',
    'text'    => '## Proposal\n\nPlease find our offer below.',
]);

---

update(string $id, array $data)

The id is injected into the request body before posting. Returns empty (HTTP 204).

Teamleader::quotations()->update('quotation-uuid', [
    'grouped_lines' => [...],
]);

---

delete(string $id)

Returns empty (HTTP 204).

Teamleader::quotations()->delete('quotation-uuid');

---

accept(string $id)

Marks a quotation as accepted. Returns empty (HTTP 204).

Teamleader::quotations()->accept('quotation-uuid');

---

send(array $data)

Sends one or more quotations by email. All six keys are required and validated before the request — an InvalidArgumentException is thrown for any missing field.

Required key	Description
quotations	Non-empty array of quotation UUIDs
from.sender	Sender object (type + id)
recipients.to	Non-empty array of recipient objects
subject	Email subject line
content	Email body text
language	Language code (e.g. en, nl)

Returns empty (HTTP 204).

Teamleader::quotations()->send([
    'quotations' => ['quotation-uuid'],
    'from'       => [
        'sender' => ['type' => 'user', 'id' => 'user-uuid'],
    ],
    'recipients' => [
        'to' => [
            ['type' => 'contact', 'id' => 'contact-uuid'],
        ],
    ],
    'subject'  => 'Your quotation from Acme Corp',
    'content'  => 'Please review the attached quotation.',
    'language' => 'nl',
]);

---

download(string $id, string $format = 'pdf')

Downloads a quotation as a temporary URL. Only pdf is a valid format — InvalidArgumentException is thrown for any other value.

$result = Teamleader::quotations()->download('quotation-uuid', 'pdf');

$url     = $result['data']['location']; // temporary download URL
$expires = $result['data']['expires'];  // expiration time

file_put_contents('quotation.pdf', file_get_contents($url));

---

Helper Methods

byIds(array $ids)

$quotations = Teamleader::quotations()->byIds(['uuid-1', 'uuid-2']);

byStatus(string|array $status)

Validates each status against the allowed list before calling list(). Throws InvalidArgumentException for any invalid value.

$quotations = Teamleader::quotations()->byStatus('open');
$quotations = Teamleader::quotations()->byStatus(['open', 'accepted']);

Valid statuses: open, accepted, expired, rejected, closed

---

Filters

Filter	Type	Description
ids	array	Filter by quotation UUIDs
status	array	Filter by status — string is coerced to array

---

Sideloading

Include	Description
expiry	Expiry date and action after expiry. Only returned if the account has the quotation expiry feature enabled.

$quotation = Teamleader::quotations()->with('expiry')->info('quotation-uuid');

$expiresAfter      = $quotation['data']['expiry']['expires_after'];       // YYYY-MM-DD
$actionAfterExpiry = $quotation['data']['expiry']['action_after_expiry']; // 'lock' or 'none'

---

Response Notes

Method	Returns
list()	Array of quotation summaries
info()	Full quotation with grouped_lines
create()	['data' => ['type' => 'quotation', 'id' => 'uuid']]
update()	Empty array (HTTP 204)
delete()	Empty array (HTTP 204)
accept()	Empty array (HTTP 204)
send()	Empty array (HTTP 204)
download()	['data' => ['location' => '...', 'expires' => '...']]

---

Usage Examples

Create and immediately send a quotation

$deal     = Teamleader::deals()->withCustomer()->info('deal-uuid');
$customer = $deal['data']['lead']['customer'];

$quotation = Teamleader::quotations()->create([
    'deal_id'       => 'deal-uuid',
    'grouped_lines' => [[
        'section'    => ['title' => 'Proposed Solution'],
        'line_items' => [[
            'quantity'    => 1,
            'description' => 'Implementation package',
            'unit_price'  => ['amount' => 5000, 'currency' => 'EUR', 'tax' => 'excluding'],
        ]],
    ]],
]);

Teamleader::quotations()->send([
    'quotations' => [$quotation['data']['id']],
    'from'       => ['sender' => ['type' => 'user', 'id' => 'responsible-user-uuid']],
    'recipients' => ['to' => [['type' => $customer['type'], 'id' => $customer['id']]]],
    'subject'    => 'Your quotation',
    'content'    => 'Please find the attached quotation.',
    'language'   => 'nl',
]);

Download and store a PDF

$download = Teamleader::quotations()->download('quotation-uuid', 'pdf');
$filename = 'quotation_' . date('Ymd') . '.pdf';
Storage::put("quotations/{$filename}", file_get_contents($download['data']['location']));

---

Error Handling

use InvalidArgumentException;
use McoreServices\TeamleaderSDK\Exceptions\TeamleaderException;

// Missing deal_id
try {
    Teamleader::quotations()->create(['grouped_lines' => [...]]);
} catch (InvalidArgumentException $e) {
    // 'deal_id is required to create a quotation'
}

// Neither grouped_lines nor text
try {
    Teamleader::quotations()->create(['deal_id' => 'uuid']);
} catch (InvalidArgumentException $e) {
    // 'A quotation needs either grouped_lines or text to be valid'
}

// Invalid download format
try {
    Teamleader::quotations()->download('uuid', 'docx');
} catch (InvalidArgumentException $e) {
    // "Invalid format 'docx'. Supported formats: pdf"
}

// Invalid status in byStatus()
try {
    Teamleader::quotations()->byStatus('draft');
} catch (InvalidArgumentException $e) {
    // "Invalid status 'draft'. Must be one of: open, accepted, expired, rejected, closed"
}

---

Related Resources

• Deals — Every quotation belongs to a deal
• Orders — Orders are created when quotations are accepted
• Contacts — Used as email recipients in send()
• Companies — Used as email recipients in send()
• Filtering — Filter and pagination reference