n8n-nodes-quoter

Community node for the Quoter by ScalePad API - Automate quote creation, management, and CRM integration for MSPs.

Table of Contents

• Features
• Installation
• Credentials
• Compatibility
• Operations
  • Item
  • Quote
  • Customer
  • Template
• Usage Examples
• Development
• License

Features

| Feature | Description | |---------|-------------| | Full CRUD Operations | Complete create, read, update, delete support for all resources | | OAuth 2.0 Authentication | Secure client credentials flow with automatic token refresh | | Field Selection | Request only the fields you need for optimized API performance | | Automatic Pagination | Handles multi-page responses up to 100 records per request | | Rate Limit Handling | Detects and reports Quoter's 5 req/sec limit | | Expression Support | All fields support n8n expressions for dynamic values |

Installation

Recommended: Via n8n Community Nodes

1. In n8n, navigate to Settings > Community Nodes
2. Click Install a community node
3. Enter @joshuanode/n8n-nodes-quoter
4. Click Install
5. Restart n8n

Manual: Via npm

npm install @joshuanode/n8n-nodes-quoter

Then restart your n8n instance.

Credentials

To use this node, you'll need Quoter OAuth 2.0 credentials.

Getting Your API Credentials

1. Sign in to Quoter
2. Navigate to Account > API Keys
3. Click Create API Key
4. Save the Client ID and Client Secret

Configuring in n8n

| Field | Description | |-------|-------------| | Client ID | Your OAuth Client ID from Quoter | | Client Secret | Your OAuth Client Secret from Quoter |

Note: Access tokens are valid for 1 hour and refresh automatically. No manual intervention needed.

Compatibility

| n8n Version | Status | |-------------|--------| | 1.0.0+ | Supported |

Operations

Item

Manage products and services for quotes.

| Operation | Description | |-----------|-------------| | Create | Create a new item | | Get | Retrieve an item by ID | | Get Many | Retrieve multiple items with pagination | | Update | Update an existing item | | Delete | Delete an item |

Supported Fields:

• Name (required for create)
• Type (required for create: product/service)
• Description, Cost, Price, SKU

Quote

Manage quote records and proposals.

| Operation | Description | |-----------|-------------| | Create | Create a new quote | | Get | Retrieve a quote by ID | | Get Many | Retrieve multiple quotes with pagination | | Update | Update an existing quote | | Delete | Delete a quote |

Supported Fields:

• Customer ID (required for create)
• Quote Name (required for create)
• Template ID, Notes, Valid Until
• Status (draft/sent/accepted/declined)

Customer

Manage customer and client records.

| Operation | Description | |-----------|-------------| | Create | Create a new customer | | Get | Retrieve a customer by ID | | Get Many | Retrieve multiple customers with pagination | | Update | Update an existing customer | | Delete | Delete a customer |

Supported Fields:

• Name (required for create)
• Email, Phone, Address

Template

Access reusable quote templates (read-only).

| Operation | Description | |-----------|-------------| | Get | Retrieve a template by ID | | Get Many | Retrieve multiple templates with pagination |

Usage Examples

Example 1: Create a Quote from Template

1. Add the ScalePad Quoter node to your workflow
2. Select Quote as the resource
3. Select Create as the operation
4. Enter the Customer ID and Quote Name
5. In Additional Fields, set the Template ID and Valid Until date
6. Execute the workflow

Example 2: Bulk Update Item Prices

1. Add a ScalePad Quoter node to get all items (Resource: Item, Operation: Get Many, Return All: true)
2. Add a Function node to calculate new prices
3. Add another ScalePad Quoter node (Resource: Item, Operation: Update) using the item ID and new price from the previous nodes

Example 3: Create Customer and Quote in One Flow

1. Add a ScalePad Quoter node (Resource: Customer, Operation: Create) with company details
2. Add a second ScalePad Quoter node (Resource: Quote, Operation: Create) using the new customer ID from step 1

Example 4: Get Items with Field Selection

1. Add the ScalePad Quoter node
2. Select Item as the resource
3. Select Get Many as the operation
4. Under Options, set Fields to id,name,price,type
5. Execute to retrieve only the fields you need

Development

Prerequisites

• Node.js >= 18.17.0
• npm
• n8n installed locally (for testing)

Setup

# Clone the repository
git clone https://github.com/ajoshuasmith/n8n-nodes-quoter.git
cd n8n-nodes-quoter

# Install dependencies
npm install

# Build the node
npm run build

# Watch for changes during development
npm run dev

# Lint code
npm run lint

# Format code
npm run format

Testing Locally

1. Build the node: npm run build
2. Link it to your n8n installation: npm link
3. In your n8n directory: npm link @joshuanode/n8n-nodes-quoter
4. Restart n8n

Project Structure

n8n-nodes-quoter/
├── credentials/
│   └── ScalePadQuoterOAuth2Api.credentials.ts
├── nodes/
│   ├── shared/
│   │   ├── GenericFunctions.ts
│   │   └── types.ts
│   └── ScalePadQuoter/
│       ├── ScalePadQuoter.node.ts
│       ├── quoter.svg
│       └── descriptions/
│           ├── ItemDescription.ts
│           ├── QuoteDescription.ts
│           ├── CustomerDescription.ts
│           └── TemplateDescription.ts
├── package.json
├── tsconfig.json
├── gulpfile.js
└── README.md

Resources

• Quoter API Documentation
• Quoter Support
• n8n Community Nodes Documentation
• n8n Node Development Guide

Related Packages

• n8n-nodes-scalepad - ScalePad Core API and Lifecycle Manager

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

License

MIT

Support

If you encounter any issues or have questions:

• Open an issue
• Check the Quoter API documentation