Actions16
- Quote Preferences Actions
- Quotes Actions
- Quote Access List Actions
- Quote Line Items Actions
- Quote Sections Actions
Overview
The node integrates with the AvantGuard Pax8 quoting API to update an existing quote. It allows users to modify key details of a quote such as its expiration date, introductory message, publication status, current status, and terms or disclaimers. This node is useful in scenarios where quotes need to be programmatically updated based on changes in customer requirements, negotiations, or administrative updates.
Practical examples include:
- Automatically updating the expiration date of a quote when extending an offer.
- Changing the status of a quote from "draft" to "sent" after review.
- Adding or modifying terms and disclaimers before sending the quote to a client.
Properties
| Name | Meaning |
|---|---|
| Quote Id | The unique identifier of the quote to update. |
| Expires On | The new expiration date for the quote. |
| Intro Message | A message introducing or describing the quote. |
| Published | Boolean flag indicating whether the quote is published (true) or not (false). |
| Status | The current state of the quote. Options: Draft, Assigned, Sent, Closed, Declined, Accepted, Changes Requested, Expired. |
| Terms And Disclaimers | Legal terms and disclaimers associated with the quote. |
Output
The node outputs JSON data representing the updated quote object returned by the AvantGuard Pax8 API. This typically includes all updated fields reflecting the new state of the quote after the operation completes successfully.
No binary data output is indicated.
Dependencies
- Requires an API key credential for authenticating with the AvantGuard Pax8 API.
- The base URL for API requests is
https://api.pax8.com. - The node uses standard HTTP headers for JSON content (
Accept: application/json,Content-Type: application/json).
Troubleshooting
- Invalid Quote Id: If the provided Quote Id does not exist or is malformed, the API may return an error indicating the quote was not found. Verify the Quote Id is correct.
- Authentication Errors: Missing or invalid API credentials will cause authentication failures. Ensure the API key credential is properly configured.
- Validation Errors: Providing invalid values for required fields like
expiresOn(e.g., wrong date format) or unsupported status values will result in validation errors. Confirm that all required fields are correctly formatted and valid. - Network Issues: Connectivity problems to the API endpoint can cause request failures. Check network access and proxy settings if applicable.
Links and References
- AvantGuard Pax8 API Documentation (general reference for API endpoints and data models)
- n8n documentation on creating custom nodes for further customization guidance