Repository navigation
docs(turboquote): refresh TurboQuote guides and SDK reference for the new quotes experience - #247
Open
amitsharma-turbodocx wants to merge 5 commits into
Open
amitsharma-turbodocx wants to merge 5 commits into
amitsharma-turbodocx wants to merge 5 commits into
Conversation
… new quotes experience - New guides: Managing Your Quotes, Managing Companies and Contacts, Managing Bundles, Managing Price Books, Managing Categories. - Rewrote Creating a New Quote (contact picker, quote details, custom items with images, preview and send with reminders) and Adding a New Product. - Bulk Importing: Import button everywhere, Match columns step, company email and industry required, price book category / offer_on_quotes columns. - Quote numbering: Edit numbering from a new quote, next-number endpoint. - Renaming: Duplicate asks for the copy's name. - SDK reference: list sorting and filters, quote summary and creators, next quote number, custom line item images, product quote images, open quotes for companies and contacts, reset product pricing, named duplicates, and the TurboQuote 409 error codes. - Retook every TurboQuote screenshot with red markers; removed the old ones. Closes #243 Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
…unt on list responses Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
…e book, no approvals - Creating a New Quote: what happens after Send (TurboSign request, Sent, signing accepts the quote, decline/void/expire), and changing the quote's price book from the header. - SDK reference: open quotes and status filters no longer mention quote approvals, which are not released. Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
amitsharma-turbodocx
marked this pull request as ready for review
October 20, 2026 15:48
Quote approvals are on hold, so the quote lifecycle and status lists show draft, sent, accepted, declined and voided only. Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
This branch was successfully deployed
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
1 participant
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Summary
Brings the TurboQuote docs in line with the new quotes experience and the API additions that came with it.
New guides (
docs/TurboQuote/)Updated guides
company_emailandindustry; price books usecategoryandoffer_on_quotes(old names still accepted).SDK reference (
docs/SDKs/quote.md,quote-ruby.md)getQuoteSummary,listQuoteCreators,getNextQuoteNumber, custom line item images,getProductQuoteImages, open quotes for companies and contacts,resetProductPricing, named duplicates, delete rules, and a TurboQuote error code table (409s).Screenshots
step-*,product-step-*and bulk-import images are removed.Testing
npm run build: site builds and every TurboQuote page renders. The post-build markdown step fails locally on pre-existing pages outside TurboQuote (Wrike, SDKs index, embedded signing, identity verification resolve to directories), and the broken-anchor warnings are also pre-existing. CI is the gate.Closes #243
🤖 Generated with Claude Code