API v1

Offorte API Reference Docs - Version 1

Proposals

Proposals list

Returns a paginated list of proposals by status (edit|open|won|lost|closed).

Searching can be done by using the optional query parameter, the provided status will then be ignored.

Deprecated fields:
total_price, total_price_override.

Responses

Response samples

201

Content type

application/json

[{"account_user_id": 1234,
"company_id": 1234,
"company_name": "Example Inc",
"date_created": "15 jun 2018 (06:49)",
"id": 1234,
"name": "Proposal you can't refuse",
"price_total": "$999.99",
"price_total_original": 999.99,
"price_total_override": 999.99,
"proposal_nr": "nr 000123",
"status": "open",
"version_id": 1234
}
]

Proposal details

Returns all proposal details

Deprecated fields:
type, pages_total, language, pricetable-rows: count, userinput_count, userinput_optional, userinput_optional_checked.

Responses

Response samples

201

Content type

application/json

{"account_user_email": "[email protected]",
"account_user_id": 1234,
"account_user_name": "Elon Musk",
"comments": [{"comment": "Are there no surprises in the costs?",
"company_name": "Example Inc",
"date": "15 jun 2018 (06:49)",
"email": "[email protected]",
"firstname": "Chuck",
"id": 1234,
"lastname": "Norris",
"type": "client"
}
],
"company": {"city": "Breda",
"coc_number": "12345678",
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"fax": "+31 76 12344567",
"id": 1234,
"internet": "www.example.com",
"linkedin": "linkedin.com/example",
"name": "Example Inc",
"phone": "+31 76 12344567",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"vat_number": "NL123455678",
"zipcode": "4800AA"
},
"content": {"pricetables": [{"id": "pricetable1",
"rows": [{"content": "<p>Product Awesome</p>",
"discount_type": "amount",
"discount_value": 10,
"id": 1234,
"price": 100,
"product_id": 990,
"quantity": 3,
"recurring_include_in_totals": true,
"recurring_type": "month",
"selectable": "check",
"sku": "2452345",
"subtotal": 300,
"type": "price",
"unique_id": "identifier-1234",
"user_quantity": true,
"user_selected": true,
"vat_percentage": 21
}
],
"settings": {"rows_include_vat": false,
"vat_default_percentage": 21,
"vat_hidden": false
},
"subtotal": 1000,
"total": 100,
"vat": [{"group_name": "Vat21",
"percentage": 21,
"total": 100
}
]
}
]
},
"date_modified": "15 jun 2018 (06:49)",
"design_template_id": 1234,
"emails": [{"date_sended": "15 jun 2018 (06:49)",
"id": 1234,
"message": "Dear {company_people_firstname}, hereby you receive our proposal for ...",
"proposal_version_nr": 1234,
"receivers": [{"email": "[email protected]",
"fullname": "Chuck Norris"
}
],
"sended_by": "Johnny Vegas"
}
],
"id": 1234,
"logs": {"history": [{"action": "proposal: viewed pdf",
"date": "15 jun 2018 (06:49)",
"person": "Chuck Norris",
"type": "client"
}
],
"summary": {"last_modified_date": "15 jun 2018 (06:49)",
"last_modified_user": "2020-06-15 18:05:59",
"pdf": 0,
"recent_view": "15 jun 2018 (06:49)",
"views": 2
}
},
"name": "Proposal you can't refuse",
"price_total": "$999.99",
"price_total_original": 999.99,
"price_total_override": 999.99,
"proposal_language": "en",
"proposal_nr": "nr 000123",
"receivers": [{"email": "[email protected]",
"fullname": "Chuck Norris",
"id": 1234,
"pass": "https://demo.offorte.com/viewer/123/pp/abc",
"signature_allowed": 1,
"signature_required": 1
}
],
"remarks": "Make some modifications as requested by Vegan Seagal",
"status": "won",
"text_template_id": 1234
}

Create proposal

Create a new proposal.

Parameters

name	type	description
account_user_id	integer	The proposal is assigned to this user and will be send out in name of this user
company_contacts	array	List with company contact id's who are going to receive the proposal; Make sure they got an email filled in
company_id	integer	The proposal is assigned to this company
design_template_id	integer	Design template id
name	string	Name of the proposal
price_total	float	Proposal value as calculated by pricetables
status	string	Proposal status. Possible values: edit, open, won, lost, closed
text_template_id	integer	Text template id
content	object	Content for the proposal (see below)

Content: Pricetables
Optionally you have the option to add rows to pricetables. Make sure you updated the 'Unique ID' field through the pricetable settings in your proposal template. Then you can target this pricetable to add rows to.

Fields per row type:

type	fields
price	type, content, quantity, price, vat_percentage, selectable (false, check, radio), user_selected, user_quantity, discount_type (false, percentage, amount), discount_value, recurring_type (false, month, year), recurring_include_in_totals, hide_price, hide_quantity, unique_id, product_id, sku
discount	type, content, discount_type (percentage, amount), discount_value
subtotal	type, content
title	type, content

Deprecated fields:
row-type-price: count, userinput_optional, userinput_optional_checked, userinput_count; row-type-discount: discount

Request Body schema: application/json

account_user_id	number
automations_set_id	number
company_contacts	Array of numbers
company_id	number
	object
design_template_id	number
name	string
proposal_template_id	number
text_template_id	number

Responses

Request samples

Content type

application/json

{"account_user_id": 1234,
"automations_set_id": 1234,
"company_contacts": [1
],
"company_id": 1234,
"content": {"pricetables": [{"id": "pricetable1",
"rows": [{"content": "<p>Product Awesome</p>",
"discount_type": "amount",
"discount_value": 10,
"hide_price": true,
"hide_quantity": true,
"price": 100,
"product_id": 990,
"quantity": 3,
"recurring_include_in_totals": true,
"recurring_type": "month",
"selectable": "check",
"sku": "2452345",
"type": "price",
"unique_id": "identifier-1234",
"user_quantity": true,
"user_selected": true,
"vat_percentage": 21
}
]
}
]
},
"design_template_id": 1234,
"name": "Proposal you can't refuse",
"proposal_template_id": 1234,
"text_template_id": 1234
}

Response samples

201

Content type

application/json

{"id": 1234,
"version_id": 1234
}

Send proposal

Send a proposal

Parameters

name	type	description
password_reset	boolean	Optional: Reset the existing passwords when proposal was send before
send_method	string	Optional: Choose if you want to send it through Offorte or send the proposal your self. Defaults to 'offorte'. Possible values: offorte,self
send_message	string	The actual message you want to send in plain text. If not provided you must provide the 'send_message_id'
send_message_id	integer	The id of the email template you want to use as the accompanying message

Request Body schema: application/json

send_message_id

number

Responses

Request samples

Content type

application/json

{"send_message_id": 1234
}

Response samples

201

Content type

application/json

{"receivers": [{"email": "[email protected]",
"fullname": "Ainsley Shepherd",
"id": 1234,
"proposal_link": "https://account_name.offorte.com/viewer/1234/pp/password1234"
},
{"email": "[email protected]",
"fullname": "Adam Foreman",
"id": 5678,
"proposal_link": "https://account_name.offorte.com/viewer/1234/pp/password6789"
}
]
}

Update proposal

Updates the proposal details with the provided attributes. Other (unprovided) attributes remain unchanged

Parameters details

name	type	description
account_user_id	integer	The proposal is assigned to this user and will be send out in name of this user
company_contacts	array	List with company contact id's who are going to receive the proposal; Make sure they got an email filled in
company_id	integer	The proposal is assigned to this company
design_template_id	integer	Design template id
name	string	Name of the proposal
price_total	float	Proposal value as calculated by pricetables
status	string	Proposal status. Possible values: edit, open, won, lost, closed
text_template_id	integer	Text template id

Request Body schema: application/json

account_user_id	number
company_contacts	Array of numbers
company_id	number
design_template_id	number
name	string
price_total	number
status	string
text_template_id	number

Responses

Request samples

Content type

application/json

{"account_user_id": 1234,
"company_contacts": [1
],
"company_id": 1234,
"design_template_id": 1234,
"name": "Proposal you can't refuse",
"price_total": 999.99,
"status": "won",
"text_template_id": 1234
}

Response samples

200

Content type

application/json

{"status": "200 OK"
}

Delete proposal

Deletes a proposal

It will be moved to the trashcan and can be manually restored via the interface (settings/trashcan)

Responses

Favorite templates list

Returns a list of proposal favorites (templates).

Deprecated fields:
type,config_language_id,proposal_tpl_id

Responses

Response samples

200

Content type

application/json

[{"automations_set_id": 1234,
"config_language_id": 1234,
"design_template_id": 1234,
"id": 1234,
"name": "My favorite proposal",
"proposal_tpl_id": 1234,
"text_template_id": 1234,
"type": "magazine"
}
]

Contacts

Companies list

Returns a paginated list of companies.

Searching on name can be done by using the optional query parameter

Responses

Response samples

200

Content type

application/json

[{"city": "Breda",
"coc_number": "12345678",
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"fax": "+31 76 12344567",
"id": 1234,
"internet": "www.example.com",
"linkedin": "linkedin.com/example",
"name": "Example Inc",
"people": [{"city": "Breda",
"company_id": 1234,
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"firstname": "Chuck",
"fullname": "Chuck Norris",
"id": 1234,
"internet": "www.example.com",
"lastname": "Norris",
"linkedin": "linkedin.com/example",
"mobile": "+31 76 12344567",
"phone": "+31 76 12344567",
"salutation": "Mr",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"zipcode": "4800AA"
}
],
"phone": "+31 76 12344567",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"vat_number": "NL123455678",
"zipcode": "4800AA"
}
]

Create company

Creates a new company

Request Body schema: application/json

city	string
coc_number	string
country	string
email	string
facebook	string
fax	string
internet	string
linkedin	string
name	string
phone	string
state	string
street	string
twitter	string
vat_number	string
zipcode	string

Responses

Request samples

Content type

application/json

{"city": "Breda",
"coc_number": "12345678",
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"fax": "+31 76 12344567",
"internet": "www.example.com",
"linkedin": "linkedin.com/example",
"name": "Example Inc",
"phone": "+31 76 12344567",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"vat_number": "NL123455678",
"zipcode": "4800AA"
}

Response samples

201

Content type

application/json

{"city": "Breda",
"coc_number": 12345678,
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"fax": "+31 76 12344567",
"id": 1234,
"internet": "www.example.com",
"linkedin": "linkedin.com/example",
"name": "Example Inc",
"people": [ ],
"phone": "+31 76 12344567",
"proposals": [ ],
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"vat_number": "NL123455678",
"zipcode": "4800AA"
}

Company details

Returns all company details

Deprecated fields:
proposal_status, proposal_name, account_company_user_id.

Responses

Response samples

200

Content type

application/json

{"city": "Breda",
"coc_number": "12345678",
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"fax": "+31 76 12344567",
"id": 1234,
"internet": "www.example.com",
"linkedin": "linkedin.com/example",
"name": "Example Inc",
"people": [{"city": "Breda",
"company_id": 1234,
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"firstname": "Chuck",
"fullname": "Chuck Norris",
"id": 1234,
"internet": "www.example.com",
"lastname": "Norris",
"linkedin": "linkedin.com/example",
"mobile": "+31 76 12344567",
"phone": "+31 76 12344567",
"salutation": "Mr",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"zipcode": "4800AA"
}
],
"phone": "+31 76 12344567",
"proposals": [{"account_user_id": null,
"company_id": 1234,
"company_name": "Example Inc",
"date_created": "15 jun 2018 (06:49)",
"id": 1234,
"name": "Proposal you can't refuse",
"price_total": "$999.99",
"proposal_nr": "nr 000123",
"status": "won",
"version_id": 1234
}
],
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"vat_number": "NL123455678",
"zipcode": "4800AA"
}

Delete company

Deletes a company.

It will be moved to the trashcan and can be manually restored via the interface (settings/trashcan)

Request Body schema: multipart/form-data

object

Responses

Update company

Updates the company details with the provided attributes. Other (unprovided) attributes remain unchanged

Request Body schema: application/json

city	string
coc_number	string
country	string
email	string
facebook	string
fax	string
internet	string
linkedin	string
name	string
phone	string
state	string
street	string
twitter	string
vat_number	string
zipcode	string

Responses

Request samples

Content type

application/json

{"city": "Breda",
"coc_number": "12345678",
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"fax": "+31 76 12344567",
"internet": "www.example.com",
"linkedin": "linkedin.com/example",
"name": "Example Inc",
"phone": "+31 76 12344567",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"vat_number": "NL123455678",
"zipcode": "4800AA"
}

Response samples

200

Content type

application/json

{"status": "200 OK"
}

Company people list

Returns a paginated list of the people in a company.

Responses

Response samples

200

Content type

application/json

[{"city": "Breda",
"company_id": 1234,
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"firstname": "Chuck",
"fullname": "Chuck Norris",
"id": 1234,
"internet": "www.example.com",
"lastname": "Norris",
"linkedin": "linkedin.com/example",
"mobile": "+31 76 12344567",
"phone": "+31 76 12344567",
"salutation": "Mr",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"zipcode": "4800AA"
}
]

Create company person

Creates a new person in a company.

Parameters details

name	type	description
email	string	required
fullname	string	required

Request Body schema: application/json

city	string
country	string
email	string
facebook	string
firstname	string
fullname	string
internet	string
lastname	string
linkedin	string
mobile	string
phone	string
salutation	string
state	string
street	string
twitter	string
zipcode	string

Responses

Request samples

Content type

application/json

{"city": "Breda",
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"firstname": "Chuck",
"fullname": "Chuck Norris",
"internet": "www.example.com",
"lastname": "Norris",
"linkedin": "linkedin.com/example",
"mobile": "+31 76 12344567",
"phone": "+31 76 12344567",
"salutation": "Mr",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"zipcode": "4800AA"
}

Response samples

201

Content type

application/json

{"city": "Breda",
"company_id": 1234,
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"firstname": "Chuck",
"fullname": "Chuck Norris",
"id": 1234,
"internet": "www.example.com",
"lastname": "Norris",
"linkedin": "linkedin.com/example",
"mobile": "+31 76 12344567",
"phone": "+31 76 12344567",
"salutation": "Mr",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"zipcode": "4800AA"
}

Company person details

Returns all details of a person

Responses

Response samples

200

Content type

application/json

{"city": "Breda",
"company_id": 1234,
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"firstname": "Chuck",
"fullname": "Chuck Norris",
"id": 1234,
"internet": "www.example.com",
"lastname": "Norris",
"linkedin": "linkedin.com/example",
"mobile": "+31 76 12344567",
"phone": "+31 76 12344567",
"salutation": "Mr",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"zipcode": "4800AA"
}

Delete company person

Deletes a person

Request Body schema: multipart/form-data

object

Responses

Update company person

Updates the person details with the provided attributes. Other (unprovided) attributes remain unchanged

Request Body schema: application/json

city	string
country	string
email	string
facebook	string
firstname	string
fullname	string
internet	string
lastname	string
linkedin	string
mobile	string
phone	string
salutation	string
state	string
street	string
twitter	string
zipcode	string

Responses

Request samples

Content type

application/json

{"city": "Breda",
"country": "the Netherlands",
"email": "[email protected]",
"facebook": "facebook.com/example",
"firstname": "Chuck",
"fullname": "Chuck Norris",
"internet": "www.example.com",
"lastname": "Norris",
"linkedin": "linkedin.com/example",
"mobile": "+31 76 12344567",
"phone": "+31 76 12344567",
"salutation": "Mr",
"state": "Noord-Brabant",
"street": "Ginnekenweg 1",
"twitter": "twitter.com/example",
"zipcode": "4800AA"
}

Response samples

200

Content type

application/json

{"status": "200 OK"
}

Templates & Settings

Design templates list

Returns a list of design templates.

Responses

Response samples

200

Content type

application/json

[{"id": 1,
"name": "Design template"
}
]

Email templates list

Returns a list of email templates.

Responses

Response samples

200

Content type

application/json

[{"id": 1,
"name": "Default letter"
}
]

Text / Language templates list

Returns a list of text / language templates.

Responses

Response samples

200

Content type

application/json

[{"id": 1,
"name": "English"
},
{"id": 2,
"name": "Nederlands"
}
]

VAT (tax) groups list

Returns a list of VAT groups.

Responses

Response samples

200

Content type

application/json

[{"id": 1,
"label": "Default (21%)",
"name": "Default",
"vat": 21
},
{"id": 2,
"label": "Half (10%)",
"name": "Half",
"vat": 10
},
{"id": 3,
"label": "Zero (0%)",
"name": "Zero",
"vat": 0
}
]

Products

Products list

List the products for a directory.

Deprecated fields:
optional.

Responses

Response samples

200

Content type

application/json

[{"descr_short": "This is a description",
"id": 1234,
"name": "Example Inc",
"price": "1000",
"recurring": "month",
"selectable": "check",
"sku": "abc12345678",
"vat_id": 1234,
"vat_percentage": 21
}
]

Create product

Creates a new product.

Parameters details

name	type	description
selectable	string	Row is optional to choose by the customer. Check is multiple choice, Radio is single choice. Types: check, radio, false
recurring	string	Row is recurring and from type: month, year

_Deprecated fields:_optional.

Request Body schema: application/json

descr_short	string
name	string
price	number
recurring	string
selectable	string
sku	number
vat_id	number

Responses

Request samples

Content type

application/json

{"descr_short": "Hello here is my descr",
"name": "API some new product",
"price": 3000,
"recurring": "month",
"selectable": "radio",
"sku": 1234,
"vat_id": 7
}

Response samples

200

Content type

application/json

{"product_id": 1234
}

Delete product

Deletes a product

Responses

Update product

Updates the product with the provided attributes.

Parameters details

name	type	description
selectable	string	Row is optional to choose by the customer. Check is multiple choice, Radio is single choice. Types: check, radio, false
recurring	string	Row is recurring and from type: month, year

_Deprecated fields:_optional.

Request Body schema: application/json

descr_short	string
directory_id	number
name	string
price	string
recurring	string
selectable	string
sku	string
vat_id	number

Responses

Request samples

Content type

application/json

{"descr_short": "This is a description",
"directory_id": 1,
"name": "Example Inc",
"price": "1000",
"recurring": "month",
"selectable": "check",
"sku": "abc12345678",
"vat_id": 1
}

Response samples

200

Content type

application/octet-stream

true

Product directories list

List the product directories

Responses

Response samples

200

Content type

application/json

[{"id": 1234,
"name": "Example Inc"
}
]

Create product directory

Creates a new product directory

Request Body schema: application/json

name

string

Responses

Request samples

Content type

application/json

{"name": "Example Inc"
}

Response samples

201

Content type

application/json

{"status": "201 Created"
}

Delete product directory

Deletes a product directory. The directory should not contain any products, otherwise the request will fail.

Responses

Update product directory

Updates the product directory with the provided attributes

Request Body schema: application/json

name

string

Responses

Request samples

Content type

application/json

{"name": "Example Inc"
}

Response samples

200

Content type

application/json

{"status": "200 OK"
}

Automations

Automations sets list

Returns a list of automations sets

Responses

Response samples

200

Content type

application/json

[{"id": 1234,
"name": "Example Inc"
}
]

Account

Users list

Returns a list of active account users.

Responses

Response samples

200

Content type

application/json

[{"date_lastlogin": "2020-06-15 18:05:59",
"email": "[email protected]",
"firstname": "Chuck",
"id": 1234,
"jobtitle": "CEO",
"lastname": "Norris",
"phone": "+31 76 12344567"
}
]

Webhooks

Webhooks list

Returns a list of webhooks.

Responses

Response samples

200

Content type

application/json

[{"active": true,
"api_version": 1,
"date_created": "2025-06-15 18:05:59",
"date_failed": "2025-06-15 18:05:59",
"date_modified": "2025-06-15 18:05:59",
"events": ["company_created"
],
"id": 1234,
"payload_content_type": "json",
"payload_url": "https://example.com/incoming"
}
]

Create webhook

Creates a new webhook

Parameters

name	type	desscription
payload_url	string	Url where the data will be posted to; must be a full https url
payload_content_type	string	Content type header: json
active	boolean	Is it active or not
events	array	Events to subscribe to

Request Body schema: application/json

active	boolean
events	Array of strings
payload_content_type	string
payload_url	string

Responses

Request samples

Content type

application/json

{"active": true,
"events": ["company_created",
"company_updated",
"company_deleted",
"company_contact_created",
"company_contact_updated",
"company_contact_deleted",
"proposal_created",
"proposal_details_updated",
"proposal_deleted",
"proposal_send",
"proposal_won",
"proposal_lost",
"proposal_viewed",
"proposal_comment_received",
"product_directory_created",
"product_directory_updated",
"product_directory_deleted",
"product_created",
"product_updated",
"product_deleted"
],
"payload_content_type": "json",
"payload_url": "https://example.com/incoming"
}

Response samples

201

Content type

application/json

{"webhook_id": 1
}

Webhook details

Returns the webhook details.

Responses

Response samples

200

Content type

application/json

{"active": true,
"api_version": 1,
"date_created": "2025-06-15 18:05:59",
"date_failed": "2025-06-15 18:05:59",
"date_modified": "2025-06-15 18:05:59",
"events": ["company_created"
],
"id": 1,
"payload_content_type": "json",
"payload_url": "https://example.com/incoming"
}

Delete webhook

Deletes a webhook

Responses

Update webhook

Updates the webhook details with the provided attributes. Other (unprovided) attributes remain unchanged

Parameters

name	type	desscription
payload_url	string	Url where the data will be posted to; must be a full https url
payload_content_type	string	Content type header: json
active	boolean	Is it active or not
events	array	Events to subscribe to

Request Body schema: application/json

active	boolean
events	Array of strings
payload_content_type	string
payload_url	string

Responses

Request samples

Content type

application/json

{"active": true,
"events": ["company_created"
],
"payload_content_type": "xform",
"payload_url": "https://example.com/incoming"
}

Response samples

200

Content type

application/json

{"status": "200 OK"
}