Documentation
Complete guides, API reference, and technical documentation for Quotelyst
Quick Start
Get up and running in minutes
API Reference
Complete API documentation
Integrations
Connect with your tools
Security
Security best practices
Browse Documentation
Getting Started
Quick Start Guide
Get up and running in 5 minutes
Account Setup
Configure your account and preferences
First Quote
Create your first professional quote
Dashboard Overview
Navigate the main dashboard
API Reference
Authentication
API keys and authentication methods
Quotes API
Create, read, update, and delete quotes
Customers API
Manage customer data and relationships
Webhooks
Real-time notifications and events
Integrations
CRM Integration
Connect with Salesforce, HubSpot, and more
Email Setup
Configure email notifications and templates
Payment Gateways
Stripe, PayPal, and other payment methods
Webhook Configuration
Set up real-time data synchronization
Advanced Features
Custom Templates
Create and manage quote templates
Automation Rules
Set up automated workflows
Analytics & Reporting
Advanced reporting and insights
Team Management
User roles and permissions
Code Examples
Authentication Example
// Initialize the Quotelyst API client
const quotelyst = new QuotelystAPI({
apiKey: 'your-api-key-here',
environment: 'production' // or 'sandbox'
});
// Test the connection
const testConnection = async () => {
try {
const response = await quotelyst.auth.verify();
console.log('API connection successful:', response);
} catch (error) {
console.error('API connection failed:', error);
}
};Create Quote Example
// Create a new quote
const createQuote = async () => {
const quoteData = {
customer: {
name: 'Acme Corporation',
email: 'contact@acme.com',
company: 'Acme Corporation'
},
items: [
{
name: 'Professional Services',
description: 'Custom development work',
quantity: 40,
unitPrice: 150.00
}
],
settings: {
currency: 'USD',
taxRate: 0.08,
dueDate: '2024-02-15'
}
};
try {
const quote = await quotelyst.quotes.create(quoteData);
console.log('Quote created:', quote.id);
return quote;
} catch (error) {
console.error('Failed to create quote:', error);
}
};Webhook Handler Example
// Express.js webhook handler
const express = require('express');
const app = express();
app.use(express.json());
app.post('/webhook/quotelyst', (req, res) => {
const { event, data } = req.body;
switch (event) {
case 'quote.created':
console.log('New quote created:', data.quote.id);
// Handle new quote
break;
case 'quote.accepted':
console.log('Quote accepted:', data.quote.id);
// Create order or send confirmation
break;
case 'quote.declined':
console.log('Quote declined:', data.quote.id);
// Follow up with customer
break;
default:
console.log('Unknown event:', event);
}
res.status(200).send('OK');
});API Status & Limits
API Status
99.9% uptime in the last 30 days
Rate Limits
1,000 requests per hour
Per API key
Security
HTTPS only
API keys required
SDKs & Tools
JavaScript SDK
Official Node.js and browser SDK
Python SDK
Python library for server-side integration
Postman Collection
Ready-to-use API collection
OpenAPI Spec
Machine-readable API specification
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