Introduction
Overview
Cotizera is a multi-tenant SaaS platform for generating professional PDF quotes. The API lets you programmatically create quotes, manage clients and products, track quote lifecycle through a pipeline, and receive real-time webhook notifications for integrations.
Base URL
All API endpoints are relative to:
https://cotizera.com/apiAuthentication
Cotizera uses session-based authentication via NextAuth. Authenticate by sending credentials to the login endpoint, then include the session cookie in subsequent requests.
See the Authentication guide for full details.
Key Concepts
Multi-Tenancy
Every request is scoped to your tenant (business account). Data isolation is automatic — you can only access resources belonging to your tenant.
Roles
| Role | Description |
|---|---|
| OWNER | Full access to all tenant resources, settings, and team management |
| COLLABORATOR | Can create quotes, read products/clients, and create clients |
Plans
| Plan | Features |
|---|---|
| FREE | Core quoting — create quotes, manage products and clients |
| PRO | Everything in Free, plus: webhooks, pipeline, dashboard, collaborators, audit logs, digital signatures, quote versioning, multi-currency, client portal, PDF branding |
What You Can Do
- Quotes — Create, list, update, and generate professional PDF quotes with line items
- Quote Lifecycle — Track status transitions: Generated → Sent → Won / Lost
- Products — Manage your product catalog with SKUs, prices, and categories
- Clients — Maintain a client database with contact details and metadata
- Pipeline — Visualize quote flow through a Kanban board (PRO)
- Webhooks — Receive real-time event notifications for integrations (PRO)
- Zapier — Connect to 6,000+ apps via webhook-based Zapier integration (PRO)
Next Steps
- Authentication — Learn how to authenticate API requests
- Quotes API — Start creating quotes
- Webhooks Guide — Set up real-time notifications
- Error Handling — Understand error responses