# Qwoty

> Qwoty Knowledge base & Documentation

## Docs

- [Create Address](https://docs.qwoty.io/api-reference/addresses/create.md): Create a new address linked to a customer
- [Get Address](https://docs.qwoty.io/api-reference/addresses/get.md): Retrieve a specific address by ID
- [List Addresses](https://docs.qwoty.io/api-reference/addresses/list.md): Retrieve all addresses in your workspace
- [Update Address](https://docs.qwoty.io/api-reference/addresses/update.md): Partially update an address
- [Create Catalog](https://docs.qwoty.io/api-reference/catalogs/create.md): Create a new catalog in your workspace
- [Get Catalog](https://docs.qwoty.io/api-reference/catalogs/get.md): Retrieve a specific catalog by ID
- [List Catalogs](https://docs.qwoty.io/api-reference/catalogs/list.md): Retrieve a list of all catalogs in your workspace
- [Update Catalog](https://docs.qwoty.io/api-reference/catalogs/update.md): Update an existing catalog
- [Create Contact](https://docs.qwoty.io/api-reference/contacts/create.md): Create a new contact linked to a customer
- [Get Contact](https://docs.qwoty.io/api-reference/contacts/get.md): Retrieve a specific contact by ID
- [List Contacts](https://docs.qwoty.io/api-reference/contacts/list.md): Retrieve all contacts in your workspace
- [Update Contact](https://docs.qwoty.io/api-reference/contacts/update.md): Partially update a contact
- [Create Customer](https://docs.qwoty.io/api-reference/customers/create.md): Create a new customer in your workspace
- [Get Customer](https://docs.qwoty.io/api-reference/customers/get.md): Retrieve a specific customer by ID, including their legal identifiers
- [List Customers](https://docs.qwoty.io/api-reference/customers/list.md): Retrieve all customers in your workspace
- [Update Customer](https://docs.qwoty.io/api-reference/customers/update.md): Partially update a customer
- [Get Media](https://docs.qwoty.io/api-reference/media/get.md): Retrieve a media file by ID
- [Create Payment Term](https://docs.qwoty.io/api-reference/payment-terms/create.md): Create a new payment term with custom installment schedules
- [Delete Payment Term](https://docs.qwoty.io/api-reference/payment-terms/delete.md): Delete a payment term
- [Get Payment Term](https://docs.qwoty.io/api-reference/payment-terms/get.md): Retrieve a specific payment term by ID
- [List Payment Terms](https://docs.qwoty.io/api-reference/payment-terms/list.md): Retrieve all payment terms for your workspace
- [Update Payment Term](https://docs.qwoty.io/api-reference/payment-terms/update.md): Update an existing payment term
- [Get Price](https://docs.qwoty.io/api-reference/prices/get.md): Retrieve a specific price by ID
- [List All Prices](https://docs.qwoty.io/api-reference/prices/list.md): Retrieve all prices for your workspace
- [Update Price](https://docs.qwoty.io/api-reference/prices/update.md): Update an existing price configuration
- [Create Product Parent](https://docs.qwoty.io/api-reference/product-parents/create.md): Create a new product parent in your workspace
- [Get Product Parent](https://docs.qwoty.io/api-reference/product-parents/get.md): Retrieve a specific product parent by ID
- [List Product Parents](https://docs.qwoty.io/api-reference/product-parents/list.md): Retrieve a list of all product parents in your workspace
- [Update Product Parent](https://docs.qwoty.io/api-reference/product-parents/update.md): Update an existing product parent
- [Create Product](https://docs.qwoty.io/api-reference/products/create.md): Create a new product (master + default variant) in your workspace
- [Get Product](https://docs.qwoty.io/api-reference/products/get.md): Retrieve a specific product by ID
- [List Products](https://docs.qwoty.io/api-reference/products/list.md): Retrieve all products in your workspace
- [Update Product](https://docs.qwoty.io/api-reference/products/update.md): Update an existing product
- [Get Quote](https://docs.qwoty.io/api-reference/quotes/get.md): Retrieve the complete quote for a specific project
- [Get Quote PDF](https://docs.qwoty.io/api-reference/quotes/get-pdf.md): Download a quote PDF (signed when available, otherwise unsigned)
- [List Quotes](https://docs.qwoty.io/api-reference/quotes/list.md): Retrieve a list of quotes in your workspace
- [Contact support](https://docs.qwoty.io/contact-support.md): Get in touch with the Qwoty support team — by chat, ticket, or email.
- [Authentication](https://docs.qwoty.io/developers/authentication.md): Learn how to authenticate with the Qwoty API
- [Certifications & Regulatory Compliance](https://docs.qwoty.io/developers/compliance/certifications-and-regulatory-compliance.md): An overview of Qwoty's compliance certifications and regulatory standards.
- [E-Sign Compliance](https://docs.qwoty.io/developers/compliance/e-sign-compliance.md): How Qwoty supports legally valid electronic signatures across major jurisdictions.
- [GDPR](https://docs.qwoty.io/developers/compliance/gdpr.md): How Qwoty handles personal data and supports your GDPR compliance obligations.
- [Signature levels](https://docs.qwoty.io/developers/compliance/signature-levels.md): Understand the different levels of electronic signatures supported under compliance standards like eIDAS.
- [Build with LLMs](https://docs.qwoty.io/developers/core-concepts/build-with-llms.md): Use Qwoty documentation and APIs with AI assistants and LLMs
- [Error handling](https://docs.qwoty.io/developers/core-concepts/error-handling.md): Learn how to handle errors when using Qwoty’s API.
- [Rate limiting](https://docs.qwoty.io/developers/core-concepts/rate-limiting.md): Learn Qwoty’s API rate limits
- [Webhooks](https://docs.qwoty.io/developers/core-concepts/webhooks.md): Learn how Qwoty’s webhooks work, how to receive events, and best practices for consuming them.
- [Pennylane](https://docs.qwoty.io/developers/integrations/billing/pennylane.md): Synchronisez vos devis Qwoty vers Pennylane — factures, devis et abonnements créés automatiquement à la signature.
- [Stripe - Invoice](https://docs.qwoty.io/developers/integrations/billing/stripe-invoice.md): Automatically create and send a Stripe invoice to your customer when a quote is accepted.
- [HubSpot](https://docs.qwoty.io/developers/integrations/crm/hubspot.md): Learn how to integrate Qwoty with HubSpot and manage your quoting directly from your CRM.
- [Pipedrive](https://docs.qwoty.io/developers/integrations/crm/pipedrive.md): Learn how to integrate Qwoty with Pipedrive and manage your quoting directly from your CRM.
- [Google Chat](https://docs.qwoty.io/developers/integrations/messaging/google-chat.md): Send a notification message and/or a PDF download link to a Google Chat space when a quote is signed.
- [Microsoft Teams](https://docs.qwoty.io/developers/integrations/messaging/microsoft-teams.md): Send a notification message and/or a PDF download card to a Microsoft Teams channel when a quote is signed.
- [Slack](https://docs.qwoty.io/developers/integrations/messaging/slack.md): Send a notification message and/or the quote PDF to a Slack channel when a quote is signed.
- [Stripe - Payment link](https://docs.qwoty.io/developers/integrations/payment-link/stripe-payment-link.md): Automatically send a Stripe payment link to your customer as soon as a quote is accepted.
- [Introduction](https://docs.qwoty.io/developers/introduction.md): Welcome to the Qwoty API documentation
- [Fair Use Policy](https://docs.qwoty.io/developers/policies/fair-use-policy.md): How Qwoty keeps plans generous and sustainable for everyone.
- [Privacy Policy](https://docs.qwoty.io/developers/policies/privacy-policy.md): How Qwoty collects, uses, and protects your data.
- [Security & compliance](https://docs.qwoty.io/developers/policies/security.md): Learn about Qwoty’s security practices and compliance standards.
- [Terms of Service](https://docs.qwoty.io/developers/policies/terms-of-service.md): The terms that govern your use of Qwoty.
- [Glossary](https://docs.qwoty.io/developers/resources/glossary.md): A complete reference of CPQ terms, Qwoty concepts, and interface vocabulary.
- [Key CPQ concepts](https://docs.qwoty.io/getting-started/cpq-key-concepts.md): Learn the core CPQ concepts you'll meet throughout Qwoty — from catalogs to quotes to contracts.
- [Qwoty data model](https://docs.qwoty.io/getting-started/data-model.md): Understand how Qwoty's entities connect — from workspace setup to the final signed deal.
- [Introduction to Qwoty](https://docs.qwoty.io/getting-started/introduction.md): Welcome to Qwoty — the AI-powered CPQ platform that unifies your quote-to-revenue stream.
- [Customize your brand kit](https://docs.qwoty.io/getting-started/setup/brand-kit.md): Make your quotes and Dealrooms match your brand with custom fonts, colors, and your logo.
- [Connect your CRM](https://docs.qwoty.io/getting-started/setup/connect-crm.md): Sync customers and deals from HubSpot or Pipedrive into your Qwoty workspace.
- [Create your account](https://docs.qwoty.io/getting-started/setup/create-account.md): Sign up for Qwoty and get your workspace ready in minutes.
- [Send your first quote](https://docs.qwoty.io/getting-started/setup/first-quote.md): Create a quote from a template, add products, and send it to your first customer.
- [Import your data](https://docs.qwoty.io/getting-started/setup/import-data.md): Bring your existing products, prices, and customers into Qwoty using CSV files.
- [Set up integrations](https://docs.qwoty.io/getting-started/setup/integrations.md): Connect Qwoty to your CRM, messaging tools, billing software, and payment providers.
- [Invite your team](https://docs.qwoty.io/getting-started/setup/invite-team.md): Add teammates to your Qwoty workspace and configure their access with licences, roles, and teams.
- [Why Qwoty](https://docs.qwoty.io/getting-started/why-qwoty.md): Understand why modern revenue teams choose Qwoty over legacy CPQ or lightweight quoting tools.
- [Welcome to help center](https://docs.qwoty.io/user-guide.md): Qwoty Help Center: guides, API references, and resources to succeed with your CPQ.
- [Configure discounts](https://docs.qwoty.io/user-guide/catalog/how-tos/configure-discounts.md): Add percentage or fixed amount discounts to products, bundles, or entire quotes
- [Create a bundle](https://docs.qwoty.io/user-guide/catalog/how-tos/create-bundle.md): Group multiple products together into a single sellable bundle
- [Create a pricebook](https://docs.qwoty.io/user-guide/catalog/how-tos/create-pricebook.md): Set up a new pricebook to define pricing for products in a catalog
- [Create a product](https://docs.qwoty.io/user-guide/catalog/how-tos/create-product.md): Add a new product to your catalog with pricing, billing, and configuration details.
- [Manage variants](https://docs.qwoty.io/user-guide/catalog/how-tos/manage-variants.md): Create and organize product variants with different attributes like size, color, or configuration options
- [Use the product configurator](https://docs.qwoty.io/user-guide/catalog/how-tos/product-configurator.md): Build and configure complex products with dynamic pricing and validation rules
- [Catalog and Products](https://docs.qwoty.io/user-guide/catalog/introduction.md): Organize your products into catalogs and manage your commercial offering
- [Catalog vs Pricebook vs Bundle](https://docs.qwoty.io/user-guide/catalog/reference/catalog-vs-pricebook-vs-bundle.md): Understand the differences between catalogs, pricebooks, and bundles and how they work together in Qwoty.
- [Pricing types](https://docs.qwoty.io/user-guide/catalog/reference/pricing-types.md): Learn about the different pricing models available for products in Qwoty
- [Variants and options](https://docs.qwoty.io/user-guide/catalog/reference/variants-and-options.md): Configure product categories, variant options, and billing frequencies to structure your catalog.
- [Create a customer](https://docs.qwoty.io/user-guide/customers/how-tos/create-customer.md): Add a new customer record to manage contacts, billing details, and quotes
- [Create a segment](https://docs.qwoty.io/user-guide/customers/how-tos/create-segment.md): Create a customer segment to apply targeted pricing and filter your customer list
- [Import customers from CSV](https://docs.qwoty.io/user-guide/customers/how-tos/import-csv.md): Bulk upload customer records into Qwoty using a CSV file
- [Customers](https://docs.qwoty.io/user-guide/customers/introduction.md): Manage your customer database and link quotes, orders, and contracts to customer accounts.
- [The customer record](https://docs.qwoty.io/user-guide/customers/reference/customer-record.md): Understand the structure and data stored in a Qwoty customer record
- [Segments](https://docs.qwoty.io/user-guide/customers/reference/segments.md): Group customers by shared characteristics to apply targeted pricing and catalog rules
- [Import master products](https://docs.qwoty.io/user-guide/data-migration/how-tos/import-master-products.md): Create master products that group multiple variants together. Always import these first.
- [Import prices](https://docs.qwoty.io/user-guide/data-migration/how-tos/import-prices.md): Add prices to a pricebook in bulk — six pricing models, one-time or recurring.
- [Import products](https://docs.qwoty.io/user-guide/data-migration/how-tos/import-products.md): Import products and product variants linked to existing master products and catalogs.
- [Prepare your CSV files](https://docs.qwoty.io/user-guide/data-migration/how-tos/prepare-csv-files.md): Complete step-by-step guide to format your data for import into Qwoty.
- [Data migration](https://docs.qwoty.io/user-guide/data-migration/introduction.md): Import and export your product, master product, and price data via CSV files.
- [Error handling and validation](https://docs.qwoty.io/user-guide/data-migration/reference/error-handling.md): Review and fix import errors before confirming, and download unimported rows after import.
- [Field mapping](https://docs.qwoty.io/user-guide/data-migration/reference/field-mapping.md): How field mapping works during data import in Qwoty.
- [Supported file formats](https://docs.qwoty.io/user-guide/data-migration/reference/file-formats.md): File formats supported for data import in Qwoty.
- [Import relations between objects](https://docs.qwoty.io/user-guide/data-migration/reference/import-relations.md): Import relationships between products, masters, prices, catalogs, and pricebooks via CSV.
- [Uniqueness constraints](https://docs.qwoty.io/user-guide/data-migration/reference/uniqueness-constraints.md): How Qwoty enforces data uniqueness during import.
- [Create a Contract custom field](https://docs.qwoty.io/user-guide/data-model/how-tos/create-contract-custom-field.md): Add a custom field to a contract model — used as a contract variable and synced to your CRM.
- [Create a Customer custom field](https://docs.qwoty.io/user-guide/data-model/how-tos/create-customer-custom-field.md): Add a custom field to customers — for segmentation, regulatory IDs, or CRM-synced attributes.
- [Create a Product custom field](https://docs.qwoty.io/user-guide/data-model/how-tos/create-product-custom-field.md): Add a custom field to products — for catalog metadata, certifications, or technical attributes.
- [Create a Quote custom field](https://docs.qwoty.io/user-guide/data-model/how-tos/create-quote-custom-field.md): Add a custom field that flows from a quote template to the buyer's Dealroom and to your CRM.
- [Data model](https://docs.qwoty.io/user-guide/data-model/introduction.md): Learn what a data model is in Qwoty and how to design custom fields that fit your business.
- [CRM mapping](https://docs.qwoty.io/user-guide/data-model/reference/crm-mapping.md): Sync custom fields between Qwoty and your connected CRM with Bidirectional, CRM → Qwoty, or Qwoty → CRM.
- [Field properties](https://docs.qwoty.io/user-guide/data-model/reference/field-properties.md): Mandatory, Editable by sale, and Display for customer — control where custom field values flow.
- [Field types](https://docs.qwoty.io/user-guide/data-model/reference/field-types.md): The three data types available for custom fields in Qwoty.
- [Objects](https://docs.qwoty.io/user-guide/data-model/reference/objects.md): Standard vs Manageable objects, and which ones accept custom fields.
- [Manage client comments](https://docs.qwoty.io/user-guide/dealroom/how-tos/manage-client-comments.md): View, respond to, and resolve client comments in the Dealroom
- [Publish a quote to Dealroom](https://docs.qwoty.io/user-guide/dealroom/how-tos/publish-quote.md): Send your quote to clients by email or share a direct link
- [Send a quote to signature](https://docs.qwoty.io/user-guide/dealroom/how-tos/send-to-signature.md): Request customer signature on a published quote from the Dealroom
- [Dealroom](https://docs.qwoty.io/user-guide/dealroom/introduction.md): A client-facing collaboration space where buyers view, negotiate, and sign quotes.
- [The client view](https://docs.qwoty.io/user-guide/dealroom/reference/client-view.md): How clients see and interact with your Dealroom
- [What is Dealroom](https://docs.qwoty.io/user-guide/dealroom/reference/what-is-dealroom.md): Understand the Dealroom concept and how it enables collaborative deal closing
- [Create a contract model](https://docs.qwoty.io/user-guide/documents/how-tos/create-contract-model.md): Build a custom contract template with dynamic fields and variables
- [Manage the media library](https://docs.qwoty.io/user-guide/documents/how-tos/manage-media-library.md): Upload, organize, and reuse images, documents, and assets across products, quotes, and contracts
- [Use dynamic variables](https://docs.qwoty.io/user-guide/documents/how-tos/use-dynamic-variables.md): Insert dynamic variables into contract models and email templates to populate customer, quote, and product data automatically.
- [Documents and Models](https://docs.qwoty.io/user-guide/documents/introduction.md): Learn how to create and manage contract templates, proposals, and document models in Qwoty.
- [Content blocks](https://docs.qwoty.io/user-guide/documents/reference/content-blocks.md): Reusable marketing text sections that sales reps can insert into quotes
- [Add products and options](https://docs.qwoty.io/user-guide/quotes/how-tos/add-products-and-options.md): Add products to your quote and configure pricing, quantity, and optional add-ons.
- [Apply a discount](https://docs.qwoty.io/user-guide/quotes/how-tos/apply-discount.md): Add percentage or fixed discounts to quote line items or entire quotes
- [Create a quote](https://docs.qwoty.io/user-guide/quotes/how-tos/create-quote.md): Create a new quote in Qwoty from the quotes list in a few clicks
- [Duplicate a quote](https://docs.qwoty.io/user-guide/quotes/how-tos/duplicate-quote.md): Create a copy of an existing quote to reuse its configuration and line items
- [Manage expired and lost quotes](https://docs.qwoty.io/user-guide/quotes/how-tos/manage-expired-and-lost.md): Mark quotes as Expired or Lost to keep your pipeline clean and track deals that didn't close
- [Publish to Dealroom](https://docs.qwoty.io/user-guide/quotes/how-tos/publish-to-dealroom.md): Share your quote with clients via email or direct link and enable e-signature
- [Submit a quote for approval](https://docs.qwoty.io/user-guide/quotes/how-tos/submit-for-approval.md): Send a quote to your manager for review and approval before publishing to the customer
- [Quotes](https://docs.qwoty.io/user-guide/quotes/introduction.md): Create, configure, and manage quotes from draft to signature
- [Quote lifecycle](https://docs.qwoty.io/user-guide/quotes/reference/lifecycle.md): Understand the complete journey of a quote from creation to contract.
- [Quote anatomy](https://docs.qwoty.io/user-guide/quotes/reference/quote-anatomy.md): Understanding the structure and components of a Qwoty quote
- [Versions and history](https://docs.qwoty.io/user-guide/quotes/reference/versions-and-history.md): Understand how Qwoty tracks quote changes and maintains version history
- [CRM integrations](https://docs.qwoty.io/user-guide/settings/integrations/crm.md): Connect Qwoty to your CRM to sync customers, opportunities, and deals
- [ERP integrations](https://docs.qwoty.io/user-guide/settings/integrations/erp.md): Connect Qwoty to your ERP system to sync orders, customers, and products automatically
- [Integrations](https://docs.qwoty.io/user-guide/settings/integrations/introduction.md): Connect Qwoty with your CRM, accounting, and business tools
- [Settings](https://docs.qwoty.io/user-guide/settings/introduction.md): Configure your Qwoty workspace, manage users, and customize system behavior.
- [Qwoty billing](https://docs.qwoty.io/user-guide/settings/qwoty-billing.md): How Qwoty charges for your subscription, including plan tiers, usage-based pricing, and billing cycles.
- [Manage roles](https://docs.qwoty.io/user-guide/settings/users/manage-roles.md): Control user access and permissions with system and custom roles.
- [Manage teams](https://docs.qwoty.io/user-guide/settings/users/manage-teams.md): Organize users into teams to control access to catalogs, templates, and discounts.
- [Manage users](https://docs.qwoty.io/user-guide/settings/users/manage-users.md): View, invite, edit, and remove users in your Qwoty workspace
- [Business units](https://docs.qwoty.io/user-guide/settings/workspace/business-units.md): Organize your workspace into separate business units with their own brand, tax identity, and templates.
- [Currencies and taxes](https://docs.qwoty.io/user-guide/settings/workspace/currencies-and-taxes.md): Configure the currencies you quote in and the tax rates you apply across your workspace.
- [Forms](https://docs.qwoty.io/user-guide/settings/workspace/forms.md): Customize the data you collect from customers in the Dealroom using custom forms
- [General workspace settings](https://docs.qwoty.io/user-guide/settings/workspace/general.md): Configure your workspace name, language, timezone, and unit system
- [Payment methods](https://docs.qwoty.io/user-guide/settings/workspace/payment-methods.md): Configure how customers can pay their invoices: credit card, bank transfer, direct debit, and more.
- [Payment terms](https://docs.qwoty.io/user-guide/settings/workspace/payment-terms.md): Define single or multi-installment payment plans that customers see on every quote.
- [PDF settings](https://docs.qwoty.io/user-guide/settings/workspace/pdf.md): Customize PDF output for quotes, orders, and contracts
- [Quote settings](https://docs.qwoty.io/user-guide/settings/workspace/quote-settings.md): Configure how quotes are numbered and how associations are resolved when multiple levels apply.
- [Create a quote template](https://docs.qwoty.io/user-guide/templates/how-tos/create-quote-template.md): Set up a new quote template to streamline your sales process
- [Duplicate a template](https://docs.qwoty.io/user-guide/templates/how-tos/duplicate-template.md): Create a copy of an existing template to quickly build new sales configurations
- [Link a contract model](https://docs.qwoty.io/user-guide/templates/how-tos/link-contract-model.md): Attach a contract template to a quote template to auto-generate contracts when quotes are accepted
- [Templates](https://docs.qwoty.io/user-guide/templates/introduction.md): Configure your sales funnel with templates that combine catalogs, pricing, payment terms, and contracts.
- [Quote vs Order vs Contract](https://docs.qwoty.io/user-guide/templates/reference/quote-vs-order-vs-contract.md): Understand the differences between quotes, orders, and contracts in Qwoty
- [What is a template](https://docs.qwoty.io/user-guide/templates/reference/what-is-a-template.md): Learn how templates combine catalog, pricing, payment terms, and contract models to streamline quote creation.

## OpenAPI Specs

- [openapi](https://docs.qwoty.io/api-reference/openapi.json)