This is a multi-part question. First, is there any way to build a quote using the API? In the past, it didn’t seem possible, but we were told that an alternate option would be to build an invoice instead (because you could build an invoice but not a quote for some reason) and then change the title of the invoice to “quote” instead. So that is what we have done so far but it still has issues of its own.
If that is the only solution, then my second question is how do you change the labeling everywhere to “quote” instead of “invoice?” For instance, we have changed the title and the email subject line but the button within the email still says something like “view your invoice” and there doesn’t see to be an edit function for that.
Any suggestions?