Connect QuoteSnap to Your CRM, ERP, and Website with the New API Public Gateway

If your quoting process does not end inside a single app, manual data entry quickly becomes a bottleneck. When quotes must be transferred by hand into your CRM, ERP, custom website, or internal tools, order velocity slows down and administrative friction mounts.

With the release of the QuoteSnap API Public Gateway, B2B merchants can now programmatically bridge the gap between QuoteSnap and their existing business management systems. This update allows your team to pull real-time quote data directly into external tools, automate document generation, and streamline order processing without logging into the app interface for every manual step.

Key Features of the QuoteSnap B2B Quote API Gateway

The QuoteSnap API Public Gateway delivers standard REST endpoints that allow developers and operations teams to automate the full quoting lifecycle. By integrating directly with QuoteSnap, you can programmatically manage quotes, export customer-facing assets, and transition approved quotes directly into Shopify draft orders.

Automate Quote Synchronization (GET /quotes, GET /quotes/{quote_id}): Retrieve a full list of store quotes or query specific quote details – including customer information, products, pricing, and current status – to populate external reporting systems and CRMs.

Export PDFs and Invoices (GET /quotes/{quote_id}/pdf, GET /quotes/{quote_id}/invoice): Programmatically generate and download rendered quote PDFs and invoices for internal record-keeping or delivery through your own custom communication workflows.

Create Shopify Draft Orders Instantly (POST /quotes/{quote_id}/draft-order): Convert an accepted quote into a Shopify draft order automatically, moving pending deals directly into your fulfillment pipeline.

Send Standardized Quote Emails (POST /quotes/{quote_id}/email): Trigger customer quote emails from your own systems while maintaining consistent, standardized data and formatting from QuoteSnap.

Secure, Shop-Scoped Authentication: All requests use Bearer token authentication (Authorization: Bearer <API_KEY>). Each key is strictly tied to your shop, ensuring you only access your own store’s data.

Business Benefits of Connecting QuoteSnap to Your CRM and ERP

For high-volume wholesale and B2B merchants, disconnected sales tools create lag that impacts turnaround time and customer experience. Connecting QuoteSnap directly into your operational stack removes manual handoffs and stabilizes your data across platforms.

• Accelerated Quote-to-Order Conversion: Automatically turning approved quotes into Shopify draft orders eliminates delays between sales acceptance and order processing, helping you close deals faster.
• Elimination of Manual Entry Errors: Pushing standardized quote and invoice details directly into your ERP or accounting system prevents transcription mistakes and keeps inventory and financial records synchronized.
• Flexible Architecture for Complex Workflows: Whether powering a custom customer portal, archiving PDFs in document storage, or triggering CRM updates, the API adapts to your existing technical infrastructure without disrupting daily store operations.

How to Set Up the QuoteSnap API Gateway on Shopify

The API Public Gateway is available to merchants on the ProPlus plan. Setting up your integration takes only a couple of minutes from the app settings.

1. Retrieve Your API Key: Open QuoteSnap in your Shopify admin and navigate to Settings → Integration → API Gateway (or Others → Sync Data → API Gateway).
2. Copy Your Shop Key: Copy your unique API Key and keep it stored securely in your integration environment.
3. Configure Your API Calls: Point your integration to the base URL [https://apps.quotesnap.net/api/v1](https://apps.quotesnap.net/api/v1) with the header Authorization: Bearer <API_KEY> (and Content-Type: application/json for POST requests). Please ensure your integration respects the rate limit of 60 requests per minute per IP address.

To enable the API Public Gateway, upgrade to the ProPlus plan directly within QuoteSnap settings. If you need assistance setting up your integration or have questions regarding endpoint configurations, reach out to the QuoteSnap support team.