Overview

Build pricing proposals directly in Lago. Quotes become order forms, order forms become orders, and orders provision billing.

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This quotes feature is available upon request only. Please contact us to get access to this premium feature.

Quotes & Order Forms lets you build pricing proposals directly in Lago, assembled from your catalog: plans, coupons, prepaid credits, add-ons. When the deal closes, the same configuration provisions billing. What you quote is what gets billed.

From quote to order

Three documents, each created from the previous one:

1. A Quote is the internal negotiation document. Editable, versioned.
2. An Order Form is generated when you approve a quote. Frozen. You download the PDF and send it for signature.
3. An Order is created when you mark the order form as signed. Permanent record. Executing it provisions billing in Lago, or records the deal if billing runs elsewhere.

Statuses at a glance

Document	Statuses
Quote version	draft, approved, voided
Order form	generated, signed, expired, voided
Order	created, executed, failed

Each step has its own page: creating a quote, writing the content, order forms, orders. Read the limitations before building a workflow around the feature.

Over the API

Quotes are authored in Lago: the editor, the catalog picker, the variables. The API covers everything after that, so a CRM or a signature tool can drive the lifecycle without anyone opening Lago.

Step	Endpoint
Read a quote and its versions	GET /quotes/{lago_id}, GET /quotes/{lago_id}/versions
Approve a draft, generating the order form	POST /quote_versions/{lago_id}/approve
Renegotiate	POST /quote_versions/{lago_id}/clone, POST /quote_versions/{lago_id}/void
Record the signature, creating the order	POST /order_forms/{lago_id}/mark_as_signed
Withdraw an unsigned order form	POST /order_forms/{lago_id}/void
Provision billing on demand	POST /orders/{lago_id}/execute

Nine webhooks follow the same path: quote.created, quote.approved, quote.voided, order_form.created, order_form.signed, order_form.expired, order_form.voided, order.created, order.executed. See the full list.

Clients for Ruby, Python and Go cover the three resources. The JavaScript client is generated from the OpenAPI spec, so it picks them up on its next release.

Permissions

Quotes & Order Forms follows Lago’s roles and permissions. Admins and managers can perform every action. Finance is view-only.