Quotations

Create quotation

Creates a new quotation.

Recommended flow

The recommended happy path is to send clientId and items.

If the client does not exist in Fintoro yet, or you do not want to create it in a separate step, send a client object without clientId. The backend will try to match an existing client and create a new one only if nothing matches.

If you send both clientId and a client object, the client object acts as a sparse snapshot override for this specific quotation.

How defaults work

Most document fields are optional. The backend resolves them in this order:

explicit payload value,
client defaults,
company document settings.

In practice this means for example:

number and numericalSeriesId are resolved from the primary numbering series if you omit them,
issueDate defaults to today,
validityDate defaults to issueDate + 30 days,
transferTaxLiability defaults to false,
currencyId, languageId, note, and textAboveItems can be resolved from client defaults or company document settings.

How client resolution works

Client resolution is strictly deterministic:

if you send clientId, the backend loads that client within the token scope,
if you omit clientId, the client object is used for matching or creation,
if you send both clientId and client, the client object is used only as a document snapshot override.

Matching is deterministic and uses this order:

for companies: vatId, then countryId + subjectId, then name + email, then name + street,
for people: name + email, then name + street.

How item hydration works

An item can be created in three ways:

as a manual item with explicit name, unit, price, and VAT,
via priceListItemId and quantity,
via priceListItemId plus sparse overrides for selected fields such as price or name.

priceListItemId is used only for input hydration. The quotation response returns the final canonical item shape and does not echo this price list reference back as a separate field.

Quotations do not use per-item uuid; if you send it, the backend ignores it. warehouseAllocations are not supported for quotations.

The initial quotation status is waiting.

If you send Idempotency-Key, the same key with the same payload returns the original response without creating a second quotation.

POST

quotations

Create quotation

curl --request POST \
  --url https://app.fintoro.sk/api/public/v1/quotations \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "clientId": 101,
  "items": [
    {
      "quantity": 2,
      "priceListItemId": 501,
      "name": "Consulting",
      "description": "Monthly consulting package",
      "unitPrice": 100,
      "unitId": 1,
      "vatRate": 20,
      "discountType": "percentage",
      "discountValue": 10,
      "discountName": "Loyalty discount"
    }
  ],
  "number": "20260001",
  "client": {
    "name": "Acme s.r.o.",
    "type": "company",
    "subjectId": "12345678",
    "taxId": "2020123456",
    "vatId": "SK2020123456",
    "isVatPayer": true,
    "email": "billing@acme.test",
    "street": "Main Street 1",
    "city": "Bratislava",
    "zip": "81101",
    "countryId": 703,
    "hasDeliveryAddress": true,
    "deliveryStreet": "Warehouse Street 5",
    "deliveryCity": "Trnava",
    "deliveryZip": "91701",
    "deliveryCountryId": 703
  },
  "businessCaseId": 701,
  "numericalSeriesId": 12,
  "issueDate": "2026-03-03",
  "validityDate": "2026-04-02",
  "discountType": "percentage",
  "discountValue": 10,
  "transferTaxLiability": false,
  "currencyId": 1,
  "languageId": 1,
  "note": "This quotation is valid for 30 days.",
  "textAboveItems": "Thank you for your interest."
}
'

{
  "id": 601,
  "uuid": "6b1b8c9e-66e6-4fb5-b2db-6d7c7f0f8f19",
  "type": "quotation",
  "number": "20260001",
  "webDokladUrl": "https://app.fintoro.sk/web-doklad/cp/4f3f8a95-5c4a-4c8b-9e6c-8a0c1a5df3a1",
  "pdfDownloadUrl": "https://app.fintoro.sk/api/public/v1/quotations/601/pdf",
  "company": {
    "name": "Fintoro s.r.o.",
    "subjectId": "12345678",
    "legalForm": "Limited liability company",
    "taxId": "2020123456",
    "vatId": "SK2020123456",
    "vatPayerTypeId": 4,
    "country": "Slovakia",
    "city": "Bratislava",
    "street": "Main Street 1",
    "zip": "81101",
    "registrationCourt": "City Court Bratislava III",
    "registrationNumber": "12345/B",
    "email": "support@fintoro.sk",
    "phone": "+421900000000",
    "web": "https://fintoro.sk"
  },
  "clientId": 101,
  "client": {
    "name": "Acme s.r.o.",
    "type": "company",
    "subjectId": "12345678",
    "taxId": "2020123456",
    "vatId": "SK2020123456",
    "isVatPayer": true,
    "email": "billing@acme.test",
    "street": "Main Street 1",
    "city": "Bratislava",
    "zip": "81101",
    "countryId": 703,
    "country": {
      "id": 703,
      "name": "Slovakia",
      "code": "SK",
      "eu": true
    },
    "hasDeliveryAddress": true,
    "deliveryStreet": "Warehouse 9",
    "deliveryCity": "Kosice",
    "deliveryZip": "04001",
    "deliveryCountryId": 703,
    "deliveryCountry": {
      "id": 703,
      "name": "Slovakia",
      "code": "SK",
      "eu": true
    }
  },
  "issueDate": "2026-03-03",
  "validityDate": "2026-04-02",
  "businessCaseId": 701,
  "discountType": "percentage",
  "discountValue": 10,
  "transferTaxLiability": false,
  "numericalSeriesId": 12,
  "currencyId": 1,
  "languageId": 1,
  "note": "This quotation is valid for 30 days.",
  "textAboveItems": "Thank you for your interest.",
  "itemsTotal": 200,
  "itemsTotalWithVat": 240,
  "total": 200,
  "totalWithVat": 240,
  "status": "waiting",
  "hasVat": true,
  "items": [
    {
      "id": 1,
      "name": "Consulting",
      "description": "Monthly consulting package",
      "unitPrice": 100,
      "unitId": 1,
      "quantity": 2,
      "vatRate": 20,
      "discountName": "Loyalty discount",
      "discountType": "percentage",
      "discountValue": 10,
      "total": 200,
      "totalWithVat": 240
    }
  ]
}

Authorizations

Authorization

string

header

required

Bearer token created for a specific company in Integrations → API.

Headers

Idempotency-Key

string

Optional request identifier for safe retries. Use a unique value for each create request you want to retry safely.

Example:

"invoice-create-2026-03-03-001"

Body

application/json

Option 1
Option 2

Payload used to create a quotation. In the common case, sending clientId and items is enough; the backend can resolve the remaining fields. You must send either clientId or the client object.

clientId

integer | null

required

Existing client ID. This is the recommended way to create a quotation. If you also send the client object, it is used as a sparse client snapshot override for this specific document.

Example:

101

items

object[]

required

Quotation items. This field is always required. Per-item uuid is not part of the request contract; if you send it, the backend ignores it. warehouseAllocations are not supported for quotations.

Required array length: 1 - 100 elements

Payload of a single quotation item. Three modes are supported: a manual item, priceListItemId + quantity, or priceListItemId with sparse overrides for selected fields. quantity is always required. If you do not send priceListItemId, you must send name, unitPrice, and vatRate. unitId is optional; when you omit it for a manual item, the backend defaults to unit 1 (piece / Unit::Piece). If you do send priceListItemId, the backend can hydrate the name, unit, price, and VAT rate from the price list item and the payload acts only as a sparse override. uuid is not part of the quotation request contract; if you send it, the backend ignores it. warehouseAllocations are not supported for quotations.

Option 1
Option 2

Show child attributes

number

string | null

Manual quotation number. If omitted, the backend generates it from the numbering series. If you send number, do not send numericalSeriesId in the same payload.

Required string length: 1 - 20

Example:

"20260001"

client

object

Sparse client payload. If you send clientId, it acts as a snapshot override for this document. If you omit clientId, the backend uses these values to match or create a client.

Show child attributes

businessCaseId

integer | null

Optional business case ID. When sent, it must be available in the token scope and to the client resolved as the final clientId.

Example:

701

numericalSeriesId

integer | null

Numbering series ID. If omitted together with number, the primary numbering series for quotations is used. If you send numericalSeriesId, do not send manual number in the same payload.

Example:

12

issueDate

string<date>

Issue date in Y-m-d format. It must be after 2009-01-01 and before the date one year in the future. If omitted, today is used.

Example:

"2026-03-03"

validityDate

string<date> | null

Validity date in Y-m-d format. It must be equal to or later than the final issueDate. If omitted, issueDate + 30 days is used.

Example:

"2026-04-02"

discountType

enum<string> | null

Document-level discount type.

Available options:

percentage,

fixed

Example:

"percentage"

discountValue

number<float> | null

Document-level discount value.

Required range: x >= 0

Example:

10

transferTaxLiability

boolean

Reverse-charge flag. If omitted, false is used.

Example:

false

currencyId

integer

Currency ID from the currency reference table. Resolution priority is payload -> client preference -> company document settings.

Example:

1

languageId

integer

Language ID from the language reference table. Resolution priority is payload -> client preference -> company document settings.

Example:

1

note

string | null

Document note. Resolution priority is payload -> client preference -> company document settings.

Maximum string length: 3000

Example:

"This quotation is valid for 30 days."

textAboveItems

string | null

Text displayed above items. Resolution priority is payload -> client preference -> company document settings.

Maximum string length: 3000

Example:

"Thank you for your interest."

Response

The quotation was created.

Quotation.

integer

Example:

601

uuid

string

Example:

"6b1b8c9e-66e6-4fb5-b2db-6d7c7f0f8f19"

type

string

Example:

"quotation"

number

string

Example:

"20260001"

webDokladUrl

string<uri>

Absolute URL of the public web document for this quotation.

Example:

"https://app.fintoro.sk/web-doklad/cp/4f3f8a95-5c4a-4c8b-9e6c-8a0c1a5df3a1"

pdfDownloadUrl

string<uri>

Absolute URL of the Fintoro API endpoint that downloads this quotation PDF as an attachment.

Example:

"https://app.fintoro.sk/api/public/v1/quotations/601/pdf"

company

object

Supplier snapshot stored directly on this document.

Show child attributes

clientId

integer

Live ID of the client linked to the quotation.

Example:

101

client

object

Historical client snapshot stored directly on this document.

Show child attributes

issueDate

string<date>

Example:

"2026-03-03"

validityDate

string<date> | null

Example:

"2026-04-02"

businessCaseId

integer | null

Optional business case ID. When sent, it must belong to the client selected on the document.

Example:

701

discountType

enum<string> | null

Available options:

percentage,

fixed

Example:

"percentage"

discountValue

number<float> | null

Example:

10

transferTaxLiability

boolean

Example:

false

numericalSeriesId

integer | null

Example:

12

currencyId

integer

Currency ID from the currency reference table.

Example:

1

languageId

integer

Language ID from the language reference table.

Example:

1

note

string | null

Example:

"This quotation is valid for 30 days."

textAboveItems

string | null

Example:

"Thank you for your interest."

itemsTotal

number<float>

Example:

200

itemsTotalWithVat

number<float>

Example:

240

total

number<float>

Example:

200

totalWithVat

number<float>

Example:

240

status

enum<string>

Available options:

waiting,

accepted,

rejected

Example:

"waiting"

hasVat

boolean

Example:

true

items

object[]

Show child attributes

Show quotationReturns the quotation detail. The response includes the supplier snapshot, historical client snapshot stored on the document, final computed quotation items, and URLs for the public web document and direct PDF download.

Create quotation

curl --request POST \
  --url https://app.fintoro.sk/api/public/v1/quotations \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "clientId": 101,
  "items": [
    {
      "quantity": 2,
      "priceListItemId": 501,
      "name": "Consulting",
      "description": "Monthly consulting package",
      "unitPrice": 100,
      "unitId": 1,
      "vatRate": 20,
      "discountType": "percentage",
      "discountValue": 10,
      "discountName": "Loyalty discount"
    }
  ],
  "number": "20260001",
  "client": {
    "name": "Acme s.r.o.",
    "type": "company",
    "subjectId": "12345678",
    "taxId": "2020123456",
    "vatId": "SK2020123456",
    "isVatPayer": true,
    "email": "billing@acme.test",
    "street": "Main Street 1",
    "city": "Bratislava",
    "zip": "81101",
    "countryId": 703,
    "hasDeliveryAddress": true,
    "deliveryStreet": "Warehouse Street 5",
    "deliveryCity": "Trnava",
    "deliveryZip": "91701",
    "deliveryCountryId": 703
  },
  "businessCaseId": 701,
  "numericalSeriesId": 12,
  "issueDate": "2026-03-03",
  "validityDate": "2026-04-02",
  "discountType": "percentage",
  "discountValue": 10,
  "transferTaxLiability": false,
  "currencyId": 1,
  "languageId": 1,
  "note": "This quotation is valid for 30 days.",
  "textAboveItems": "Thank you for your interest."
}
'

{
  "id": 601,
  "uuid": "6b1b8c9e-66e6-4fb5-b2db-6d7c7f0f8f19",
  "type": "quotation",
  "number": "20260001",
  "webDokladUrl": "https://app.fintoro.sk/web-doklad/cp/4f3f8a95-5c4a-4c8b-9e6c-8a0c1a5df3a1",
  "pdfDownloadUrl": "https://app.fintoro.sk/api/public/v1/quotations/601/pdf",
  "company": {
    "name": "Fintoro s.r.o.",
    "subjectId": "12345678",
    "legalForm": "Limited liability company",
    "taxId": "2020123456",
    "vatId": "SK2020123456",
    "vatPayerTypeId": 4,
    "country": "Slovakia",
    "city": "Bratislava",
    "street": "Main Street 1",
    "zip": "81101",
    "registrationCourt": "City Court Bratislava III",
    "registrationNumber": "12345/B",
    "email": "support@fintoro.sk",
    "phone": "+421900000000",
    "web": "https://fintoro.sk"
  },
  "clientId": 101,
  "client": {
    "name": "Acme s.r.o.",
    "type": "company",
    "subjectId": "12345678",
    "taxId": "2020123456",
    "vatId": "SK2020123456",
    "isVatPayer": true,
    "email": "billing@acme.test",
    "street": "Main Street 1",
    "city": "Bratislava",
    "zip": "81101",
    "countryId": 703,
    "country": {
      "id": 703,
      "name": "Slovakia",
      "code": "SK",
      "eu": true
    },
    "hasDeliveryAddress": true,
    "deliveryStreet": "Warehouse 9",
    "deliveryCity": "Kosice",
    "deliveryZip": "04001",
    "deliveryCountryId": 703,
    "deliveryCountry": {
      "id": 703,
      "name": "Slovakia",
      "code": "SK",
      "eu": true
    }
  },
  "issueDate": "2026-03-03",
  "validityDate": "2026-04-02",
  "businessCaseId": 701,
  "discountType": "percentage",
  "discountValue": 10,
  "transferTaxLiability": false,
  "numericalSeriesId": 12,
  "currencyId": 1,
  "languageId": 1,
  "note": "This quotation is valid for 30 days.",
  "textAboveItems": "Thank you for your interest.",
  "itemsTotal": 200,
  "itemsTotalWithVat": 240,
  "total": 200,
  "totalWithVat": 240,
  "status": "waiting",
  "hasVat": true,
  "items": [
    {
      "id": 1,
      "name": "Consulting",
      "description": "Monthly consulting package",
      "unitPrice": 100,
      "unitId": 1,
      "quantity": 2,
      "vatRate": 20,
      "discountName": "Loyalty discount",
      "discountType": "percentage",
      "discountValue": 10,
      "total": 200,
      "totalWithVat": 240
    }
  ]
}