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

oauth2

OAuth2passwordRequired

Token URL:

Header parameters

api-versionstringOptional

younium-idempotency-keystringOptional

younium-idempotency-durationInHoursintegerOptional

Body

application/json

activateOrderbooleanOptional

Responses

200

Success

application/json

quoteIdstring · uuidOptional

quoteNumberstring · nullableOptional

orderIdstring · uuidOptional

orderNumberstring · nullableOptional

orderTypestring · enumOptionalPossible values:

orderStatusstring · enumOptionalPossible values:

400

Bad Request.

application/json

401

Unauthorized

403

Forbidden

post/Quotes/convertToOrder

HTTPcURLJavaScriptPython

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": "2026-07-20T08:19:07.079Z",
    "validToDate": "2026-07-20T08:19:07.079Z",
    "yourReference": "text",
    "ourReference": "text",
    "remarks": "text",
    "initialTerm": 1,
    "orderEffectiveChangeDate": "2026-07-20T08:19:07.079Z",
    "effectiveStartDate": "2026-07-20T08:19:07.079Z",
    "effectiveEndDate": "2026-07-20T08:19:07.079Z",
    "termType": "Termed",
    "renewalTerm": 1,
    "autoRenewal": true,
    "noticePeriod": 1,
    "tcv": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2026-07-20T08:19:07.079Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "cmrr": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2026-07-20T08:19:07.079Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "acv": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2026-07-20T08:19:07.079Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "otf": {
      "amount": 1,
      "currencyCode": "text",
      "currencyConversionDate": "2026-07-20T08:19:07.079Z",
      "baseCurrencyAmount": 1,
      "baseCurrencyCode": "text"
    },
    "customFields": {
      "ANY_ADDITIONAL_PROPERTY": "anything"
    },
    "created": "2026-07-20T08:19:07.079Z",
    "modified": "2026-07-20T08:19:07.079Z",
    "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": "2026-07-20T08:19:07.079Z",
            "effectiveEndDate": "2026-07-20T08:19:07.079Z",
            "quantity": 1,
            "unitCode": "text",
            "pricePeriod": "Monthly",
            "usageRating": "Sum",
            "billingPeriod": "Monthly",
            "remarks": "text",
            "displayPrice": 1,
            "ppu": 1,
            "customFields": {
              "ANY_ADDITIONAL_PROPERTY": "anything"
            },
            "created": "2026-07-20T08:19:07.079Z",
            "modified": "2026-07-20T08:19:07.079Z",
            "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": "2026-07-20T08:19:07.079Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            },
            "acv": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2026-07-20T08:19:07.079Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            },
            "tcv": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2026-07-20T08:19:07.079Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            },
            "otf": {
              "amount": 1,
              "currencyCode": "text",
              "currencyConversionDate": "2026-07-20T08:19:07.079Z",
              "baseCurrencyAmount": 1,
              "baseCurrencyCode": "text"
            }
          }
        ],
        "customFields": {
          "ANY_ADDITIONAL_PROPERTY": "anything"
        },
        "created": "2026-07-20T08:19:07.079Z",
        "modified": "2026-07-20T08:19:07.079Z",
        "cmrr": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2026-07-20T08:19:07.079Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        },
        "acv": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2026-07-20T08:19:07.079Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        },
        "tcv": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2026-07-20T08:19:07.079Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        },
        "otf": {
          "amount": 1,
          "currencyCode": "text",
          "currencyConversionDate": "2026-07-20T08:19:07.079Z",
          "baseCurrencyAmount": 1,
          "baseCurrencyCode": "text"
        }
      }
    ],
    "quoteESignings": [
      {
        "state": "Started",
        "fileName": "text",
        "validToDate": "2026-07-20T08:19:07.079Z"
      }
    ]
  },
  "orderId": "123e4567-e89b-12d3-a456-426614174000",
  "orderNumber": "text",
  "orderType": "Subscription",
  "orderStatus": "Draft"
}

Get Quotes

get

Required scopes

This endpoint requires the following scopes:

• : Access Younium API

Authorizations

oauth2

OAuth2passwordRequired

Token URL:

Query parameters

FilterstringOptional

Filter the results. See developer resources for more information. On endpoints whose entity supports custom fields you can also filter by custom field: customFieldEq('fieldName', 'value') (equals) or customFieldExist('fieldName') (field has a non-empty value). Custom-field functions may only be combined with and.

Example: name eq 'Adam' and age gt 20 and customFieldEq('region', 'EU')

OrderBystringOptional

Sorting the results. See developer resources for more information

Example: accountNumber Desc

ModifiedAfterstring · date-timeOptional

Apply a separate modified After filter. See 'ModifiedBefore' filter for further details.

Example: 2026-07-01

ModifiedBeforestring · date-timeOptional

Filter is also applied on sub entities: 'products', 'charges', 'priceDetails' and 'customFields' on these entities

Example: 2026-07-01

PageSizeinteger · int32Optional

Page Size

Example: 20

PageNumberinteger · int32Optional

Page Number

Example: 1

Header parameters

api-versionstringOptional

Responses

200

Success

application/json

pageNumberinteger · int32Optional

pageSizeinteger · int32Optional

totalPagesinteger · int32 · nullableOptional

totalCountinteger · int32Optional

nextPagestring · uri · nullableOptional

previousPagestring · uri · nullableOptional

firstPagestring · uri · nullableOptional

lastPagestring · uri · nullableOptional

400

Bad Request.

application/json

401

Unauthorized

403

Forbidden

get/Quotes

HTTPcURLJavaScriptPython

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

{
  "pageNumber": 1,
  "pageSize": 1,
  "totalPages": 1,
  "totalCount": 1,
  "nextPage": "https://example.com",
  "previousPage": "https://example.com",
  "firstPage": "https://example.com",
  "lastPage": "https://example.com",
  "data": [
    {
      "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": "2026-07-20T08:19:07.079Z",
      "validToDate": "2026-07-20T08:19:07.079Z",
      "yourReference": "text",
      "ourReference": "text",
      "remarks": "text",
      "initialTerm": 1,
      "orderEffectiveChangeDate": "2026-07-20T08:19:07.079Z",
      "effectiveStartDate": "2026-07-20T08:19:07.079Z",
      "effectiveEndDate": "2026-07-20T08:19:07.079Z",
      "termType": "Termed",
      "renewalTerm": 1,
      "autoRenewal": true,
      "noticePeriod": 1,
      "tcv": {
        "amount": 1,
        "currencyCode": "text",
        "currencyConversionDate": "2026-07-20T08:19:07.079Z",
        "baseCurrencyAmount": 1,
        "baseCurrencyCode": "text"
      },
      "cmrr": {
        "amount": 1,
        "currencyCode": "text",
        "currencyConversionDate": "2026-07-20T08:19:07.079Z",
        "baseCurrencyAmount": 1,
        "baseCurrencyCode": "text"
      },
      "acv": {
        "amount": 1,
        "currencyCode": "text",
        "currencyConversionDate": "2026-07-20T08:19:07.079Z",
        "baseCurrencyAmount": 1,
        "baseCurrencyCode": "text"
      },
      "otf": {
        "amount": 1,
        "currencyCode": "text",
        "currencyConversionDate": "2026-07-20T08:19:07.079Z",
        "baseCurrencyAmount": 1,
        "baseCurrencyCode": "text"
      },
      "customFields": {
        "ANY_ADDITIONAL_PROPERTY": "anything"
      },
      "created": "2026-07-20T08:19:07.079Z",
      "modified": "2026-07-20T08:19:07.079Z",
      "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": "2026-07-20T08:19:07.079Z",
              "effectiveEndDate": "2026-07-20T08:19:07.079Z",
              "quantity": 1,
              "unitCode": "text",
              "pricePeriod": "Monthly",
              "usageRating": "Sum",
              "billingPeriod": "Monthly",
              "remarks": "text",
              "displayPrice": 1,
              "ppu": 1,
              "customFields": {
                "ANY_ADDITIONAL_PROPERTY": "anything"
              },
              "created": "2026-07-20T08:19:07.079Z",
              "modified": "2026-07-20T08:19:07.079Z",
              "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": "2026-07-20T08:19:07.079Z",
                "baseCurrencyAmount": 1,
                "baseCurrencyCode": "text"
              },
              "acv": {
                "amount": 1,
                "currencyCode": "text",
                "currencyConversionDate": "2026-07-20T08:19:07.079Z",
                "baseCurrencyAmount": 1,
                "baseCurrencyCode": "text"
              },
              "tcv": {
                "amount": 1,
                "currencyCode": "text",
                "currencyConversionDate": "2026-07-20T08:19:07.079Z",
                "baseCurrencyAmount": 1,
                "baseCurrencyCode": "text"
              },
              "otf": {
                "amount": 1,
                "currencyCode": "text",
                "currencyConversionDate": "2026-07-20T08:19:07.079Z",
                "baseCurrencyAmount": 1,
                "baseCurrencyCode": "text"
              }
            }
          ],
          "customFields": {
            "ANY_ADDITIONAL_PROPERTY": "anything"
          },
          "created": "2026-07-20T08:19:07.079Z",
          "modified": "2026-07-20T08:19:07.079Z",
          "cmrr": {
            "amount": 1,
            "currencyCode": "text",
            "currencyConversionDate": "2026-07-20T08:19:07.079Z",
            "baseCurrencyAmount": 1,
            "baseCurrencyCode": "text"
          },
          "acv": {
            "amount": 1,
            "currencyCode": "text",
            "currencyConversionDate": "2026-07-20T08:19:07.079Z",
            "baseCurrencyAmount": 1,
            "baseCurrencyCode": "text"
          },
          "tcv": {
            "amount": 1,
            "currencyCode": "text",
            "currencyConversionDate": "2026-07-20T08:19:07.079Z",
            "baseCurrencyAmount": 1,
            "baseCurrencyCode": "text"
          },
          "otf": {
            "amount": 1,
            "currencyCode": "text",
            "currencyConversionDate": "2026-07-20T08:19:07.079Z",
            "baseCurrencyAmount": 1,
            "baseCurrencyCode": "text"
          }
        }
      ],
      "quoteESignings": [
        {
          "state": "Started",
          "fileName": "text",
          "validToDate": "2026-07-20T08:19:07.079Z"
        }
      ]
    }
  ]
}

Get Quotes by Id

get

Required scopes

This endpoint requires the following scopes:

• : Access Younium API

Authorizations

oauth2

OAuth2passwordRequired

Token URL:

Path parameters

idstring · uuidRequired

Header parameters

api-versionstringOptional

Responses

200

Success

application/json

idstring · uuidOptional

numberstring · nullableOptional

versioninteger · int32Optional

statusstring · enumOptionalPossible values:

descriptionstring · nullableOptional

quoteTypestring · enumOptionalPossible values:

changeOrderIdstring · uuid · nullableOptional

orderTypestring · enumOptionalPossible values:

currencystring · nullableOptional

quoteDatestring · date-timeOptional

validToDatestring · date-timeOptional

yourReferencestring · nullableOptional

ourReferencestring · nullableOptional

remarksstring · nullableOptional

Additional information, copied to the order remark

initialTerminteger · int32Optional

orderEffectiveChangeDatestring · date-time · nullableOptional

effectiveStartDatestring · date-timeOptional

effectiveEndDatestring · date-timeOptional

termTypestring · enumOptionalPossible values:

renewalTerminteger · int32Optional

autoRenewalbooleanOptional

noticePeriodinteger · int32Optional

createdstring · date-timeOptional

modifiedstring · date-timeOptional

400

Bad Request.

application/json

401

Unauthorized

403

Forbidden

404

Not Found

application/json

get/Quotes/{id}

HTTPcURLJavaScriptPython

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": "2026-07-20T08:19:07.079Z",
  "validToDate": "2026-07-20T08:19:07.079Z",
  "yourReference": "text",
  "ourReference": "text",
  "remarks": "text",
  "initialTerm": 1,
  "orderEffectiveChangeDate": "2026-07-20T08:19:07.079Z",
  "effectiveStartDate": "2026-07-20T08:19:07.079Z",
  "effectiveEndDate": "2026-07-20T08:19:07.079Z",
  "termType": "Termed",
  "renewalTerm": 1,
  "autoRenewal": true,
  "noticePeriod": 1,
  "tcv": {
    "amount": 1,
    "currencyCode": "text",
    "currencyConversionDate": "2026-07-20T08:19:07.079Z",
    "baseCurrencyAmount": 1,
    "baseCurrencyCode": "text"
  },
  "cmrr": {
    "amount": 1,
    "currencyCode": "text",
    "currencyConversionDate": "2026-07-20T08:19:07.079Z",
    "baseCurrencyAmount": 1,
    "baseCurrencyCode": "text"
  },
  "acv": {
    "amount": 1,
    "currencyCode": "text",
    "currencyConversionDate": "2026-07-20T08:19:07.079Z",
    "baseCurrencyAmount": 1,
    "baseCurrencyCode": "text"
  },
  "otf": {
    "amount": 1,
    "currencyCode": "text",
    "currencyConversionDate": "2026-07-20T08:19:07.079Z",
    "baseCurrencyAmount": 1,
    "baseCurrencyCode": "text"
  },
  "customFields": {
    "ANY_ADDITIONAL_PROPERTY": "anything"
  },
  "created": "2026-07-20T08:19:07.079Z",
  "modified": "2026-07-20T08:19:07.079Z",
  "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",
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---