AvantGuard - Pax8 - Quoting

Overview

This node is designed to persist quote preferences by sending user-defined settings such as expiration days, introductory message, and terms/disclaimers to an external quoting API service. It is useful in scenarios where users want to customize how quotes are generated or presented, for example, setting how long a quote remains valid, adding a personalized introduction, or including legal disclaimers automatically.

Practical examples include:

• Automatically setting the validity period of sales quotes.
• Adding a custom welcome or explanation message at the beginning of each quote.
• Including standardized terms and conditions on all outgoing quotes.

Properties

Output

The node outputs JSON data representing the response from the external quoting API after persisting the quote preferences. This typically includes confirmation of saved preferences or any relevant metadata returned by the API. There is no indication that binary data is output by this node.

Dependencies

• Requires an API key credential for authenticating with the external Pax8 quoting API service.
• The node uses a base URL https://api.pax8.com for its requests.
• The request headers specify JSON content type and accept JSON responses.
• The node depends on an OpenAPI client library (@avantguardllc/n8n-openapi-node) and a bundled OpenAPI specification file for request construction.

Troubleshooting

• Authentication errors: Ensure the API key credential is correctly configured and has necessary permissions.
• Validation errors: Input properties like "Days To Expire" must be a valid number; empty or invalid strings for messages may cause API rejection.
• Network issues: Verify connectivity to the external API endpoint.
• Unexpected API responses: Check if the API schema has changed or if required fields are missing.

Links and References

• Pax8 API Documentation (general reference for the API endpoint)
• n8n OpenAPI Node Integration Guide (for understanding OpenAPI-based nodes)