Update a quote

Update a quote — only the fields you send change. Setting status to accepted or won creates a pending invoice for the quote total (if it doesn't have one yet) and fires your quote status workflows. A changed total clears the payment link.

PATCH https://api.centerfy.ai/webhooks/inbound/quotes/:id

Headers

Header	Required	Value	Description
`x-api-key`	Yes	your sub-account API key (cfy_…)	Authenticates the request; or use Authorization: Bearer `<key>`.

Path parameters

Name	Type	Required	Description
`id`	`string (uuid)`	Yes	The quote or estimate id.

Body parameters

Name	Type	Required	Default	Description
`contact_id`	`string (uuid)`	No	—	Move the quote to another contact in this sub-account.
`title`	`string`	No	—	Quote title; cannot be empty.
`description`	`string \| null`	No	—	Description; null or empty clears it.
`items`	`{ item, quantity, amount }[]`	No	—	Replaces all line items. Line items (1–200). item: non-empty string; quantity: integer ≥ 1; amount: unit price, number ≥ 0.01. The total is the sum of amount × quantity, rounded to cents.
`valid_until`	`string (YYYY-MM-DD)`	No	—	New expiry date.
`notes`	`string \| null`	No	—	Notes; null or empty clears them.
`status`	`string`	No	—	One of open, sent, accepted, won, rejected, archived. accepted, rejected and sent also stamp accepted_at, rejected_at or sent_at.

Request body

{
  "status": "accepted"
}

Example

curl -X PATCH "https://api.centerfy.ai/webhooks/inbound/quotes/{id}" \
  -H "x-api-key: $CENTERFY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "status": "accepted"
}'

import { CenterfyClient } from "@centerfy/sdk";

const centerfy = new CenterfyClient({ apiKey: process.env.CENTERFY_API_KEY! });

const result = await centerfy.quotes.update("<quoteId>", {
  "status": "accepted"
});
console.log(result);

centerfy quotes update <quoteId> '{"status":"accepted"}'

MCP tool: centerfy_quotes_update (see MCP server)

Response

{
  "status": "success",
  "quote": {
    "id": "f2a3b4c5-d6e7-4f8a-9b0c-1d2e3f4a5b6c",
    "quote_number": "QUO-2026-007",
    "type": "quote",
    "contact_id": "3f1c2a9e-7b4d-4c8a-9e2f-1a2b3c4d5e6f",
    "title": "Website project",
    "description": "Redesign and three months of hosting",
    "status": "accepted",
    "total_amount": 1575,
    "valid_until": "2026-11-05",
    "items": [
      {
        "item": "Website redesign",
        "quantity": 1,
        "amount": 1500
      },
      {
        "item": "Monthly hosting",
        "quantity": 3,
        "amount": 25
      }
    ],
    "notes": null,
    "payment_link": null,
    "invoice_id": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
    "invoiced_at": "2026-10-07T09:00:00.000Z",
    "sent_at": null,
    "accepted_at": "2026-10-07T09:00:00.000Z",
    "rejected_at": null,
    "created_at": "2026-10-06T10:00:00.000Z",
    "updated_at": "2026-10-06T10:00:00.000Z"
  },
  "invoice": {
    "id": "e1f2a3b4-c5d6-4e7f-8a9b-0c1d2e3f4a5b",
    "invoice_number": "INV-2026-0012",
    "contact_id": "3f1c2a9e-7b4d-4c8a-9e2f-1a2b3c4d5e6f",
    "quote_id": "f2a3b4c5-d6e7-4f8a-9b0c-1d2e3f4a5b6c",
    "amount": 1575,
    "status": "pending",
    "issued_at": "2026-10-06T10:00:00.000Z",
    "due_date": null,
    "paid_at": null,
    "payment_method": null,
    "notes": null,
    "items": [],
    "payment_url": null,
    "payment_link_expires_at": null,
    "created_at": "2026-10-06T10:00:00.000Z",
    "updated_at": "2026-10-06T10:00:00.000Z"
  }
}

Errors

400 — if title is empty, contact_id is not a UUID, an item is invalid or valid_until is not a valid date.
404 — if the quote or contact is not in this sub-account.

Notes

invoice is the generated invoice, or null when none was created. If the quote saved but invoice generation failed, you get 200 with invoice: null and a warning. Sending nothing that changes the quote returns it unchanged.