Quotes

Convert Quote to new Order.

post

A Quote can only be identified using Id or a unique custom fields. By default the Quote will be converted to a orderDraft but can be converted into an Active order if activateOrder is true. If the Quote to be converted is for a new Account prospect, that Account will automatically be converted to a customer Account once the Quote is converted. Any attachments to the quote will follow to the converted order but notes will not. This operation can be also used for Change Quotes - so after convert, change will be applied to linked Order.

Required scopes

This endpoint requires the following scopes:

: Access Younium API

Authorizations

OAuth2passwordRequired

Token URL:

Header parameters

api-versionstringOptional

younium-idempotency-keystringOptional

younium-idempotency-durationInHoursintegerOptional

Body

Responses

200

Success

application/json

400

Bad Request.

application/json

401

Unauthorized

403

Forbidden

post

/Quotes/convertToOrder

POST /Quotes/convertToOrder HTTP/1.1
Host: api.sandbox.younium.com
Authorization: Bearer YOUR_OAUTH2_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 60

{
  "quote": {
    "key": "text",
    "value": "text"
  },
  "activateOrder": true
}

{
  "quoteId": "123e4567-e89b-12d3-a456-426614174000",
  "quoteNumber": "text",
  "quote": {
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "number": "text",
    "version": 1,
    "status": "Open",
    "description": "text",
    "quoteType": "New",
    "changeOrderId": "123e4567-e89b-12d3-a456-426614174000",
    "convertedToOrder": {
      "orderNumber": "text",
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "externalERPId": "text",
      "externalCRMId": "text"
    },
    "customer": {
      "name": "text",
      "accountNumber": "text",
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "externalERPId": "text",
      "externalCRMId": "text"
    },
    "invoiceCustomer": {
      "name": "text",
      "accountNumber": "text",
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "externalERPId": "text",
      "externalCRMId": "text"
    },
    "orderType": "Subscription",
    "currency": "text",
    "deliveryAddress": {
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "description": "text",
      "name": "text",
      "street": "text",
      "street2": "text",
      "city": "text",
      "county": "text",
      "state": "text",
      "zip": "text",
      "country": "text"
    },
    "quoteDate": "2025-12-20T00:45:23.398Z",
    "validToDate": "2025-12-20T00:45:23.398Z",
    "yourReference": "text",
    "ourReference": "text",
    "remarks": "text",
    "initialTerm": 1,
    "orderEffectiveChangeDate": "2025-12-20T00:45:23.398Z",
    "effectiveStartDate": "2025-12-20T00:45:23.398Z",
    "effectiveEndDate": "2025-12-20T00:45:23.398Z",
    "termType": "Termed",
    "renewalTerm": 1,
    "autoRenewal": true,
    "noticePeriod": 1,
    "tcv": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2025-12-20T00:45:23.398Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "cmrr": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2025-12-20T00:45:23.398Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "acv": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2025-12-20T00:45:23.398Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "customFields": {
      "ANY_ADDITIONAL_PROPERTY": "anything"
    },
    "created": "2025-12-20T00:45:23.398Z",
    "modified": "2025-12-20T00:45:23.398Z",
    "products": [
      {
        "id": "123e4567-e89b-12d3-a456-426614174000",
        "productNumber": "text",
        "chargePlanId": "123e4567-e89b-12d3-a456-426614174000",
        "chargePlanName": "text",
        "chargePlanNumber": "text",
        "productLineNumber": 1,
        "name": "text",
        "charges": [
          {
            "id": "123e4567-e89b-12d3-a456-426614174000",
            "quoteProductChargeId": "123e4567-e89b-12d3-a456-426614174000",
            "chargeNumber": "text",
            "name": "text",
            "charge": {
              "chargeNumber": "text",
              "name": "text",
              "id": "123e4567-e89b-12d3-a456-426614174000",
              "externalERPId": "text",
              "externalCRMId": "text"
            },
            "originalOrderProductChargeId": "123e4567-e89b-12d3-a456-426614174000",
            "chargeType": "OneOff",
            "priceModel": "Flat",
            "startOn": "AlignToSubscription",
            "endOn": "AlignToSubscription",
            "effectiveStartDate": "2025-12-20T00:45:23.398Z",
            "effectiveEndDate": "2025-12-20T00:45:23.398Z",
            "quantity": 1,
            "unitCode": "text",
            "pricePeriod": "Monthly",
            "usageRating": "Sum",
            "billingPeriod": "Monthly",
            "remarks": "text",
            "displayPrice": 1,
            "ppu": 1,
            "customFields": {
              "ANY_ADDITIONAL_PROPERTY": "anything"
            },
            "created": "2025-12-20T00:45:23.398Z",
            "modified": "2025-12-20T00:45:23.398Z",
            "priceDetails": [
              {
                "tier": 1,
                "price": 1,
                "listPrice": 1,
                "description": "text",
                "fromQuantity": 1,
                "toQuantity": 1,
                "priceBase": "Flat",
                "lineDiscountPercent": 1,
                "lineDiscountAmount": 1
              }
            ],
            "cmrr": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2025-12-20T00:45:23.398Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            },
            "acv": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2025-12-20T00:45:23.398Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            },
            "tcv": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2025-12-20T00:45:23.398Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            }
          }
        ],
        "customFields": {
          "ANY_ADDITIONAL_PROPERTY": "anything"
        },
        "created": "2025-12-20T00:45:23.398Z",
        "modified": "2025-12-20T00:45:23.398Z",
        "cmrr": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2025-12-20T00:45:23.398Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        },
        "acv": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2025-12-20T00:45:23.398Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        },
        "tcv": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2025-12-20T00:45:23.398Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        }
      }
    ],
    "quoteESignings": [
      {
        "state": "Started",
        "fileName": "text",
        "validToDate": "2025-12-20T00:45:23.398Z"
      }
    ]
  },
  "orderId": "123e4567-e89b-12d3-a456-426614174000",
  "orderNumber": "text",
  "orderType": "Subscription",
  "orderStatus": "Draft"
}

get

Required scopes

This endpoint requires the following scopes:

: Access Younium API

Authorizations

OAuth2passwordRequired

Token URL:

Query parameters

Skipinteger · int32Optional

Skip number of records

Example: 10

Takeinteger · int32Optional

Take number of records

Example: 5

FilterstringOptional

Filter the resulsts. See ODATA documentation for more information

Example: name eq 'Adam' and age gt 20

SortstringOptional

Sorting the results. See ODATA specificaion for more information

Example: name

Header parameters

api-versionstringOptional

Responses

200

Success

application/json

400

Bad Request.

application/json

401

Unauthorized

403

Forbidden

get

/Quotes

GET /Quotes HTTP/1.1
Host: api.sandbox.younium.com
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

[
  {
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "number": "text",
    "version": 1,
    "status": "Open",
    "description": "text",
    "quoteType": "New",
    "changeOrderId": "123e4567-e89b-12d3-a456-426614174000",
    "convertedToOrder": {
      "orderNumber": "text",
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "externalERPId": "text",
      "externalCRMId": "text"
    },
    "customer": {
      "name": "text",
      "accountNumber": "text",
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "externalERPId": "text",
      "externalCRMId": "text"
    },
    "invoiceCustomer": {
      "name": "text",
      "accountNumber": "text",
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "externalERPId": "text",
      "externalCRMId": "text"
    },
    "orderType": "Subscription",
    "currency": "text",
    "deliveryAddress": {
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "description": "text",
      "name": "text",
      "street": "text",
      "street2": "text",
      "city": "text",
      "county": "text",
      "state": "text",
      "zip": "text",
      "country": "text"
    },
    "quoteDate": "2025-12-20T00:45:23.398Z",
    "validToDate": "2025-12-20T00:45:23.398Z",
    "yourReference": "text",
    "ourReference": "text",
    "remarks": "text",
    "initialTerm": 1,
    "orderEffectiveChangeDate": "2025-12-20T00:45:23.398Z",
    "effectiveStartDate": "2025-12-20T00:45:23.398Z",
    "effectiveEndDate": "2025-12-20T00:45:23.398Z",
    "termType": "Termed",
    "renewalTerm": 1,
    "autoRenewal": true,
    "noticePeriod": 1,
    "tcv": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2025-12-20T00:45:23.398Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "cmrr": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2025-12-20T00:45:23.398Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "acv": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2025-12-20T00:45:23.398Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "customFields": {
      "ANY_ADDITIONAL_PROPERTY": "anything"
    },
    "created": "2025-12-20T00:45:23.398Z",
    "modified": "2025-12-20T00:45:23.398Z",
    "products": [
      {
        "id": "123e4567-e89b-12d3-a456-426614174000",
        "productNumber": "text",
        "chargePlanId": "123e4567-e89b-12d3-a456-426614174000",
        "chargePlanName": "text",
        "chargePlanNumber": "text",
        "productLineNumber": 1,
        "name": "text",
        "charges": [
          {
            "id": "123e4567-e89b-12d3-a456-426614174000",
            "quoteProductChargeId": "123e4567-e89b-12d3-a456-426614174000",
            "chargeNumber": "text",
            "name": "text",
            "charge": {
              "chargeNumber": "text",
              "name": "text",
              "id": "123e4567-e89b-12d3-a456-426614174000",
              "externalERPId": "text",
              "externalCRMId": "text"
            },
            "originalOrderProductChargeId": "123e4567-e89b-12d3-a456-426614174000",
            "chargeType": "OneOff",
            "priceModel": "Flat",
            "startOn": "AlignToSubscription",
            "endOn": "AlignToSubscription",
            "effectiveStartDate": "2025-12-20T00:45:23.398Z",
            "effectiveEndDate": "2025-12-20T00:45:23.398Z",
            "quantity": 1,
            "unitCode": "text",
            "pricePeriod": "Monthly",
            "usageRating": "Sum",
            "billingPeriod": "Monthly",
            "remarks": "text",
            "displayPrice": 1,
            "ppu": 1,
            "customFields": {
              "ANY_ADDITIONAL_PROPERTY": "anything"
            },
            "created": "2025-12-20T00:45:23.398Z",
            "modified": "2025-12-20T00:45:23.398Z",
            "priceDetails": [
              {
                "tier": 1,
                "price": 1,
                "listPrice": 1,
                "description": "text",
                "fromQuantity": 1,
                "toQuantity": 1,
                "priceBase": "Flat",
                "lineDiscountPercent": 1,
                "lineDiscountAmount": 1
              }
            ],
            "cmrr": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2025-12-20T00:45:23.398Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            },
            "acv": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2025-12-20T00:45:23.398Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            },
            "tcv": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2025-12-20T00:45:23.398Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            }
          }
        ],
        "customFields": {
          "ANY_ADDITIONAL_PROPERTY": "anything"
        },
        "created": "2025-12-20T00:45:23.398Z",
        "modified": "2025-12-20T00:45:23.398Z",
        "cmrr": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2025-12-20T00:45:23.398Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        },
        "acv": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2025-12-20T00:45:23.398Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        },
        "tcv": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2025-12-20T00:45:23.398Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        }
      }
    ],
    "quoteESignings": [
      {
        "state": "Started",
        "fileName": "text",
        "validToDate": "2025-12-20T00:45:23.398Z"
      }
    ]
  }
]

Get Quotes by Id

get

Required scopes

This endpoint requires the following scopes:

: Access Younium API

Authorizations

OAuth2passwordRequired

Token URL:

Path parameters

idstring · uuidRequired

Header parameters

api-versionstringOptional

Responses

200

Success

application/json

400

Bad Request.

application/json

401

Unauthorized

403

Forbidden

404

Not Found

application/json

get

/Quotes/{id}

GET /Quotes/{id} HTTP/1.1
Host: api.sandbox.younium.com
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

{
  "id": "123e4567-e89b-12d3-a456-426614174000",
  "number": "text",
  "version": 1,
  "status": "Open",
  "description": "text",
  "quoteType": "New",
  "changeOrderId": "123e4567-e89b-12d3-a456-426614174000",
  "convertedToOrder": {
    "orderNumber": "text",
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "externalERPId": "text",
    "externalCRMId": "text"
  },
  "customer": {
    "name": "text",
    "accountNumber": "text",
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "externalERPId": "text",
    "externalCRMId": "text"
  },
  "invoiceCustomer": {
    "name": "text",
    "accountNumber": "text",
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "externalERPId": "text",
    "externalCRMId": "text"
  },
  "orderType": "Subscription",
  "currency": "text",
  "deliveryAddress": {
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "description": "text",
    "name": "text",
    "street": "text",
    "street2": "text",
    "city": "text",
    "county": "text",
    "state": "text",
    "zip": "text",
    "country": "text"
  },
  "quoteDate": "2025-12-20T00:45:23.398Z",
  "validToDate": "2025-12-20T00:45:23.398Z",
  "yourReference": "text",
  "ourReference": "text",
  "remarks": "text",
  "initialTerm": 1,
  "orderEffectiveChangeDate": "2025-12-20T00:45:23.398Z",
  "effectiveStartDate": "2025-12-20T00:45:23.398Z",
  "effectiveEndDate": "2025-12-20T00:45:23.398Z",
  "termType": "Termed",
  "renewalTerm": 1,
  "autoRenewal": true,
  "noticePeriod": 1,
  "tcv": {
    "amount": 1,
    "currencyCode": "text",
    "currencyConversionDate": "2025-12-20T00:45:23.398Z",
    "baseCurrencyAmount": 1,
    "baseCurrencyCode": "text"
  },
  "cmrr": {
    "amount": 1,
    "currencyCode": "text",
    "currencyConversionDate": "2025-12-20T00:45:23.398Z",
    "baseCurrencyAmount": 1,
    "baseCurrencyCode": "text"
  },
  "acv": {
    "amount": 1,
    "currencyCode": "text",
    "currencyConversionDate": "2025-12-20T00:45:23.398Z",
    "baseCurrencyAmount": 1,
    "baseCurrencyCode": "text"
  },
  "customFields": {
    "ANY_ADDITIONAL_PROPERTY": "anything"
  },
  "created": "2025-12-20T00:45:23.398Z",
  "modified": "2025-12-20T00:45:23.398Z",
  "products": [
    {
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "productNumber": "text",
      "chargePlanId": "123e4567-e89b-12d3-a456-426614174000",
      "chargePlanName": "text",
      "chargePlanNumber": "text",
      "productLineNumber": 1,
      "name": "text",
      "charges": [
        {
          "id": "123e4567-e89b-12d3-a456-426614174000",
          "quoteProductChargeId": "123e4567-e89b-12d3-a456-426614174000",
          "chargeNumber": "text",
          "name": "text",
          "charge": {
            "chargeNumber": "text",
            "name": "text",
            "id": "123e4567-e89b-12d3-a456-426614174000",
            "externalERPId": "text",
            "externalCRMId": "text"
          },
          "originalOrderProductChargeId": "123e4567-e89b-12d3-a456-426614174000",
          "chargeType": "OneOff",
          "priceModel": "Flat",
          "startOn": "AlignToSubscription",
          "endOn": "AlignToSubscription",
          "effectiveStartDate": "2025-12-20T00:45:23.398Z",
          "effectiveEndDate": "2025-12-20T00:45:23.398Z",
          "quantity": 1,
          "unitCode": "text",
          "pricePeriod": "Monthly",
          "usageRating": "Sum",
          "billingPeriod": "Monthly",
          "remarks": "text",
          "displayPrice": 1,
          "ppu": 1,
          "customFields": {
            "ANY_ADDITIONAL_PROPERTY": "anything"
          },
          "created": "2025-12-20T00:45:23.398Z",
          "modified": "2025-12-20T00:45:23.398Z",
          "priceDetails": [
            {
              "tier": 1,
              "price": 1,
              "listPrice": 1,
              "description": "text",
              "fromQuantity": 1,
              "toQuantity": 1,
              "priceBase": "Flat",
              "lineDiscountPercent": 1,
              "lineDiscountAmount": 1
            }
          ],
          "cmrr": {
            "amount": 1,
            "currencyCode": "text",
            "currencyConversionDate": "2025-12-20T00:45:23.398Z",
            "baseCurrencyAmount": 1,
            "baseCurrencyCode": "text"
          },
          "acv": {
            "amount": 1,
            "currencyCode": "text",
            "currencyConversionDate": "2025-12-20T00:45:23.398Z",
            "baseCurrencyAmount": 1,
            "baseCurrencyCode": "text"
          },
          "tcv": {
            "amount": 1,
            "currencyCode": "text",
            "currencyConversionDate": "2025-12-20T00:45:23.398Z",
            "baseCurrencyAmount": 1,
            "baseCurrencyCode": "text"
          }
        }
      ],
      "customFields": {
        "ANY_ADDITIONAL_PROPERTY": "anything"
      },
      "created": "2025-12-20T00:45:23.398Z",
      "modified": "2025-12-20T00:45:23.398Z",
      "cmrr": {
        "amount": 1,
        "currencyCode": "text",
        "currencyConversionDate": "2025-12-20T00:45:23.398Z",
        "baseCurrencyAmount": 1,
        "baseCurrencyCode": "text"
      },
      "acv": {
        "amount": 1,
        "currencyCode": "text",
        "currencyConversionDate": "2025-12-20T00:45:23.398Z",
        "baseCurrencyAmount": 1,
        "baseCurrencyCode": "text"
      },
      "tcv": {
        "amount": 1,
        "currencyCode": "text",
        "currencyConversionDate": "2025-12-20T00:45:23.398Z",
        "baseCurrencyAmount": 1,
        "baseCurrencyCode": "text"
      }
    }
  ],
  "quoteESignings": [
    {
      "state": "Started",
      "fileName": "text",
      "validToDate": "2025-12-20T00:45:23.398Z"
    }
  ]
}

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Last updated 1 year ago