Update quote in Pennylane
Accounting API · write, waits for approval · 100% field coverage
Your agent can update quote in Pennylane through Apideck's Accounting API, the same call it makes for every Accounting app. It changes data in the customer's Pennylane account, so it stops with the exact request until a person approves it. Apideck adds the customer's Pennylane credentials, so no token ever reaches the agent.
The call
PATCH https://unify.apideck.com/accounting/quotes/{id}
Headers: x-apideck-service-id: pennylane, plus your app id and the customer's consumer id. Apideck MCP tool: accounting-quotes-update. Agent operation id: unified.accounting.quotesUpdate.
| Parameter | In | Description |
|---|---|---|
| id · required | path | ID of the record you are acting upon. |
Body fields
| Field | Type | Description |
|---|---|---|
| number | string | Quote number. |
| customer | object | The customer this entity is linked to. |
| sales_order_id | string | The unique identifier for the sales order. |
| company_id | string | The company ID the transaction belongs to |
| department_id | string | The ID of the department |
| project_id | string | The unique identifier for the linked project. |
| quote_date | string | Date quote was issued - YYYY-MM-DD. |
| expiry_date | string | The date until which the quote is valid - YYYY-MM-DD. |
| terms | string | Terms of the quote. |
| terms_id | string | The ID of the payment terms |
| reference | string | Optional reference identifier for the transaction. |
| status | string | Quote status |
| currency | string | Indicates the associated currency for an amount of money. Values correspond to [ISO 4217](https://en.wikipedia.org/wiki/ |
| currency_rate | number | Currency Exchange Rate at the time entity was recorded/generated. |
| tax_inclusive | boolean | Amounts are including tax |
| sub_total | number | Sub-total amount, normally before tax. |
| total_tax | number | Total tax amount applied to this quote. |
| tax_code | string | Applicable tax id/code override if tax is not supplied on a line item basis. |
| discount_percentage | number | Discount percentage applied to this quote. |
| discount_amount | number | Discount amount applied to this quote. |
| total | number | Total amount of quote, including tax. |
| customer_memo | string | Customer memo |
| line_items | array | |
| billing_address | object | |
| shipping_address | object | |
| tracking_categories | array | A list of linked tracking categories. |
| template_id | string | Optional quote template |
| source_document_url | string | URL link to a source document - shown as 'Go to [appName]' in the downstream app. |
| custom_fields | array | |
| row_version | string | A binary value used to detect updates to a object and prevent data conflicts. It is incremented each time an update is m |
More for quotes in Pennylane
Update quote in other Accounting apps
The same call works for each of these; only the service id changes.
AlegraHoldedIntuit Enterprise SuiteNetSuiteQuickBooksSage IntacctSage Intacct REST