Knowledge Base

SalesBinder currently allows you to customize your invoices and estimates in the following ways:

Upload your own logo for custom branding

Customize your billing department’s contact info

Display SKU’s instead of Unique ID’s

Edit each items’ title and description

Set a default “Payment Terms” paragraph and optionally overwrite it on […]

Documents List (GET) – /documents.[format] (page, contextId)

The Documents list is paginated. The pagination limit is set to 16 per page. You can pass the “page” query string parameter followed by a number to access the other pages.

Syntax:

http://[subdomain].salesbinder.com/api/documents.[format]

Example:

http://demo.salesbinder.com/api/documents.json?page=2

HTTP Request Type: GET

View Detailed Documentation

View Document Details […]

Estimates in SalesBinder can be placed in 4 different statuses:

Open: The estimate is open is awaiting to be approved

Closed: The estimate has been approved and converted into an invoice

Expired: The estimate has sat unapproved for beyond the expiry date

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