bexio Quotes
bexio_quotesManage the complete quote lifecycle: create, send, accept, decline, and convert quotes to invoices or orders in bexio.
Instructions
Manage quotes/offers (bexio 2.0 kb_offer API). Status flow: 1 Draft -> 2 Pending (issued) -> 3 Confirmed / 4 Declined. Actions: "list" (all quotes; optional limit/offset/order_by — order_by one of id, total, total_net, total_gross, updated_at), "search" (search_criteria required, AND-combined; useful fields: id, kb_item_status_id, document_nr, title, contact_id, user_id, currency_id, total, is_valid_from, is_valid_until, updated_at), "get" (id), "create" (payload; typically contact_id, user_id, positions; document_nr only if automatic numbering is off), "update" (id + payload with fields to change), "delete" (id — permanently deletes the quote, cannot be undone), "issue" (id — moves a draft to pending and makes it visible to workflows), "revert_issue" (id — back to draft), "accept" (id), "decline" (id), "reissue" (id), "mark_as_sent" (id — flags as sent without emailing), "send" (id + email with recipient_email/subject/message, optional mark_as_open/attach_pdf; message must contain "[Network Link]"; emails the quote to the customer), "copy" (id + copy with contact_id required, optional contact_sub_id, is_valid_from, pr_project_id, title — returns the new quote), "pdf" (id; optional logopaper for letterhead and save_path to write the PDF to disk), "create_invoice" (id; optional positions to take over a subset — omit for all; returns the new invoice), "create_order" (id; optional positions — omit for all; returns the new order).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Quote id (required for every action except "list", "search" and "create") | |
| copy | No | Copy parameters for "copy" | |
| No | Email parameters for "send" | ||
| limit | No | Maximum number of results (default 500, max 2000) | |
| action | Yes | Operation to perform | |
| offset | No | Number of results to skip (pagination) | |
| payload | No | Quote fields for "create"/"update" | |
| order_by | No | Field to order by; append "_desc" for descending (e.g. "id_desc") | |
| logopaper | No | For "pdf": render the PDF on the letterhead paper | |
| positions | No | For "create_invoice"/"create_order": source positions to take over; omit to take all | |
| save_path | No | For "pdf": write the PDF to this file path instead of returning base64 inline | |
| search_criteria | No | Search conditions, combined with logical AND |