Issue Contract From Quote (POST)

Create a contract from a quote synchronously, along with contract group plans and attributes, based on the quote configuration for new business.

Resource

1/connect/insurance/contracts/actions/issue

Resource Example

Replace {yourInstance} with the My Domain name of your Salesforce org.

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/contracts/actions/issue

Available Version

68.0

HTTP Methods

POST

Request Body for POST

JSON Example

1{
2  "quoteId": "0Q0xx0000004C9OCAU",
3  "contractStartDate": "2026-01-11",
4  "contractEndDate": "2028-01-20",
5  "transactionDetailLevel": "COVERAGE_LEVEL",
6  "additionalFields": {
7    "insuranceContractItemList": [
8      {
9        "entity": "Contract",
10        "fields": {
11          "data": [
12            {
13              "key": "Description",
14              "value": "Renewed for FY2026"
15            }
16          ]
17        }
18      },
19      {
20        "entity": "InsuranceContract",
21        "fields": {
22          "data": [
23            {
24              "key": "myCustomPickList__c",
25              "value": "Alive"
26            },
27            {
28              "key": "EnrollmentEndDate",
29              "value": "2022-01-20"
30            },
31            {
32              "key": "EnrollmentStartDate",
33              "value": "2021-01-20"
34            }
35          ]
36        }
37      },
38      {
39        "entity": "ContractGroupPlan",
40        "productPath": "dentalBasic",
41        "fields": {
42          "data": [
43            {
44              "key": "EnrollmentEndDate",
45              "value": "2025-12-31"
46            }
47          ]
48        }
49      }
50    ]
51  }
52}

Properties

Name	Type	Description	Required or Optional	Available Version
`additionalFields`	Insurance Contract Item Input[]	List of additional fields to add to contract items.	Optional	68.0
`contractEndDate`	String	End date of the contract in ISO 8601 YYYY-MM-DD format. If specified, this value overrides the contract end date that’s derived from the quote.	Required	68.0
`contractStartDate`	String	Start date of the contract in ISO 8601 YYYY-MM-DD format. If specified, this value overrides the contract start date that’s derived from the quote.	Required	68.0
`contractTerm`	Integer	Duration of the contract in months. If specified, this value overrides the contract term derived from the quote.	Optional	68.0
`quoteId`	String	ID of the quote from which you want to issue the contract.	Required	68.0
`transactionDetailLevel`	String	Level of transaction detail to include when issuing the contract. Valid values are: `PLAN_LEVEL`, `COVERAGE_LEVEL`, `CHARGE_LEVEL`. The default value is `PLAN_LEVEL`.	Optional	68.0

Response Body for POST

Issue Contract Response