Assign the quote visual template

Set an explicit tenant template or null inheritance without changing numbering, totals, references, payment terms or the existing capture.

Supply the visual selection version and/or the strong validator from this exact presentation URI.
A successful replay preserves the original result; current actor authority is still required.

Authorization

AuthorizationBearer <token>

Your API key as a bearer token: fact_live_… in production, fact_test_… in sandbox. See the authentication guide.

In: header

Path Parameters

company*string

Public identifier (UUID v7) of the company. Get it from GET /v1/me (data.scope[].id).

Formatuuid

quote*string

Public identifier (UUID v7) of the quote.

Formatuuid

Headers

If-Match?string

Strong ETag returned by GET of this exact presentation URI; a list of strong validators or * is accepted. Weak/malformed syntax is rejected. If both version and tag are provided, both must hold.

Idempotency-Key?string

Client-generated opaque key (up to 255 characters; UUID v7 recommended) that makes retries safe: the first response is cached and replayed for repeats without re-executing the mutation. Reusing a key with a different body returns 422 idempotency_key_reused; the values of secret fields (password, secret…) count as part of the body, so retrying with a corrected secret under the same key is a different request, never the replay of the earlier answer. See the Idempotency guide.

Length1 <= length <= 255

Factuarea-Version?string

Pin the API version (YYYY-MM-DD, Stripe-style date versioning) for this request; omit to use the key's pinned version, or the latest if none. Unsupported version → 400 unsupported_api_version; malformed → 400 parameter_invalid_format. The effective version is echoed in the Factuarea-Version response header. See the Versioning guide.

Formatdate

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

template_id*|

Required presence: null inherits; a UUID v7 explicitly selects a tenant template. Blank or omitted selectors are invalid.

Match^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-7[0-9a-fA-F]{3}-[89aAbB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$

Formatuuid

expected_version?|

Positive canonical version bounded by the server integer range; booleans, floats and leading zeros are invalid.

Response Body

`application/json`

Request example

const apiKey = process.env.FACTUAREA_API_KEY;if (!apiKey) throw new Error("Set FACTUAREA_API_KEY");const response = await fetch("https://api.factuarea.com/v1/companies/01931b3e-7c4a-7f2e-9a8b-3c5d6e7f8a01/quotes/01931b3e-7c4a-7f2e-9a8b-3c5d6e7f8a01/presentation", {  method: "PATCH",  headers: { Authorization: `Bearer ${apiKey}`, ...{"Accept":"application/json","Content-Type":"application/json","Idempotency-Key":"erp-2026-public-api-v1-quotes-assign_presentation","If-Match":"\"5d41402abc4b2a76b9719d911017c592\""} },  body: JSON.stringify({  "template_id": null,  "expected_version": 1}),});if (!response.ok) throw new Error(await response.text());if (response.status !== 204) console.log(await response.json());

Response example

{
  "data": {
    "id": null,
    "manual_template_id": null,
    "selection_version": 1,
    "pointer_version": 1,
    "binding_version": 1,
    "render_activation": "revisioned",
    "can_select": true,
    "can_revise": false,
    "capture_matches_source": null,
    "selection": {
      "document_type": "quote",
      "document_id": "019e0000-0000-7000-8000-000000000101",
      "origin": "legacy",
      "template_id": null,
      "revision_id": null,
      "presentation_id": null,
      "selection_version": 1,
      "base_preset": "modern",
      "layout_version": "1",
      "locale": "es",
      "selection_mode": "inherit",
      "purpose": "complete",
      "format": "a4",
      "contact_id": null,
      "commercial_identity_id": null,
      "commercial_identity_revision_id": null,
      "commercial_identity_version": null,
      "preview_context_fingerprint": null,
      "warnings": []
    },
    "captured_presentation": null,
    "selection_candidate": {
      "document_type": "quote",
      "document_id": "019e0000-0000-7000-8000-000000000101",
      "origin": "legacy",
      "template_id": null,
      "revision_id": null,
      "presentation_id": null,
      "selection_version": 1,
      "base_preset": "modern",
      "layout_version": "1",
      "locale": "es",
      "selection_mode": "inherit",
      "purpose": "complete",
      "format": "a4",
      "contact_id": null,
      "commercial_identity_id": null,
      "commercial_identity_revision_id": null,
      "commercial_identity_version": null,
      "preview_context_fingerprint": null,
      "warnings": []
    },
    "selection_availability": {
      "selectable": true,
      "reason": null,
      "requires_confirmation": false
    },
    "warnings": [],
    "legal_source_changed": false
  }
}

Retired X-Active-Profile header sent

{
  "error": {
    "type": "invalid_request_error",
    "code": "parameter_unknown",
    "subcode": "retired_active_profile_header",
    "message": "La cabecera 'X-Active-Profile' fue retirada de la API v1: la empresa efectiva se indica en el segmento de empresa de la ruta.",
    "param": "X-Active-Profile",
    "doc_url": "https://docs.factuarea.com/guides/errors#parameter_unknown",
    "request_id": "req_01J8Y3M2Q40000000000000001"
  }
}

Malformed Factuarea-Version header

{
  "error": {
    "type": "invalid_request_error",
    "code": "parameter_invalid_format",
    "message": "El header 'Factuarea-Version' debe tener formato YYYY-MM-DD.",
    "param": "Factuarea-Version",
    "doc_url": "https://docs.factuarea.com/guides/errors#parameter_invalid_format",
    "request_id": "req_01J8Y3M2Q40000000000000002"
  }
}

Unsupported Factuarea-Version

{
  "error": {
    "type": "invalid_request_error",
    "code": "unsupported_api_version",
    "message": "La versión de API '2020-01-01' no está soportada.",
    "param": "Factuarea-Version",
    "doc_url": "https://docs.factuarea.com/guides/errors#unsupported_api_version",
    "request_id": "req_01J8Y3M2Q40000000000000003"
  }
}

{
  "error": {
    "type": "authentication_error",
    "code": "missing_api_key",
    "message": "Falta header Authorization o X-API-Key.",
    "doc_url": "https://docs.factuarea.com/guides/errors#missing_api_key",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

insufficient_scope

{
  "error": {
    "type": "authorization_error",
    "code": "insufficient_scope",
    "message": "Esta operación requiere el scope 'quotes:write'. Tu API key solo tiene los scopes: ninguno.",
    "doc_url": "https://docs.factuarea.com/guides/errors#insufficient_scope",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

Company deactivated

{
  "error": {
    "type": "authorization_error",
    "code": "company_inactive",
    "message": "Esta empresa está desactivada. Actívala para operar.",
    "param": "company",
    "doc_url": "https://docs.factuarea.com/guides/errors#company_inactive",
    "request_id": "req_01J8Y3M2Q40000000000000005"
  }
}

quote_not_found

{
  "error": {
    "type": "not_found_error",
    "code": "quote_not_found",
    "subcode": "quote_not_found",
    "message": "Presupuesto no encontrado.",
    "param": "quote_uuid",
    "doc_url": "https://docs.factuarea.com/guides/errors#quote_not_found",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

pdf_presentation_not_found

{
  "error": {
    "type": "not_found_error",
    "code": "pdf_presentation_not_found",
    "message": "Presentación documental no encontrada.",
    "param": "presentation_id",
    "doc_url": "https://docs.factuarea.com/guides/errors#pdf_presentation_not_found",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

Company not found or outside the API key scope

{
  "error": {
    "type": "not_found_error",
    "code": "profile_not_found",
    "message": "La empresa indicada no existe o no está en el ámbito de tu credencial.",
    "param": "company",
    "doc_url": "https://docs.factuarea.com/guides/errors#profile_not_found",
    "request_id": "req_01J8Y3M2Q40000000000000004"
  }
}

The document presentation changed

{
  "error": {
    "type": "conflict_error",
    "code": "pdf_presentation_conflict",
    "message": "La presentación documental ha cambiado. Actualiza los datos antes de volver a guardar.",
    "param": "expected_version",
    "doc_url": "https://docs.factuarea.com/guides/errors#pdf_presentation_conflict",
    "request_id": "req_01J8Y3M2Q4CF0000000000PPC1"
  }
}

The reviewed presentation context changed

{
  "error": {
    "type": "conflict_error",
    "code": "pdf_presentation_context_changed",
    "message": "El contexto de presentación ha cambiado. Actualiza la vista previa antes de continuar.",
    "param": "expected_preview_context_fingerprint",
    "doc_url": "https://docs.factuarea.com/guides/errors#pdf_presentation_context_changed",
    "request_id": "req_01J8Y3M2Q4CF0000000000PCC1"
  }
}

{
  "error": {
    "type": "conflict_error",
    "code": "pdf_presentation_etag_mismatch",
    "message": "La presentación documental ha cambiado. Actualiza los datos antes de volver a guardar.",
    "param": "if_match",
    "doc_url": "https://docs.factuarea.com/guides/errors#pdf_presentation_etag_mismatch",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

pdf_presentation_invalid

{
  "error": {
    "type": "invalid_request_error",
    "code": "pdf_presentation_invalid",
    "message": "La presentación documental no es válida.",
    "param": "template_id",
    "details": {
      "field_errors": {
        "template_id": [
          "La presentación documental no es válida."
        ]
      }
    },
    "doc_url": "https://docs.factuarea.com/guides/errors#pdf_presentation_invalid",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

pdf_presentation_not_ready

{
  "error": {
    "type": "invalid_request_error",
    "code": "pdf_presentation_not_ready",
    "message": "La presentación revisionada aún no está disponible para esta empresa.",
    "param": "presentation",
    "doc_url": "https://docs.factuarea.com/guides/errors#pdf_presentation_not_ready",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

Idempotency key reused with a different payload

{
  "error": {
    "type": "idempotency_error",
    "code": "idempotency_key_reused",
    "message": "La Idempotency-Key 'order-2026-0001' ya se usó con un payload distinto.",
    "param": "Idempotency-Key",
    "doc_url": "https://docs.factuarea.com/guides/errors#idempotency_key_reused",
    "request_id": "req_01J8Y3M2Q40000000000000007"
  }
}

Invalid Idempotency-Key format

{
  "error": {
    "type": "invalid_request_error",
    "code": "invalid_param_format",
    "message": "La Idempotency-Key debe tener entre 1 y 255 caracteres ASCII printable.",
    "param": "Idempotency-Key",
    "doc_url": "https://docs.factuarea.com/guides/errors#invalid_param_format",
    "request_id": "req_01J8Y3M2Q40000000000000008"
  }
}

{
  "error": {
    "type": "invalid_request_error",
    "code": "pdf_presentation_precondition_required",
    "message": "Indica la versión esperada antes de modificar la presentación documental.",
    "param": "expected_version",
    "doc_url": "https://docs.factuarea.com/guides/errors#pdf_presentation_precondition_required",
    "request_id": "req_01KFPR3S3NTAT10N4M7Q2X8V5Z"
  }
}

Rate limit exceeded

{
  "error": {
    "type": "rate_limit_error",
    "code": "rate_limit_exceeded",
    "message": "Has excedido el rate limit de 60 peticiones por minuto. Reintenta tras 30 segundos.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#rate_limit_exceeded",
    "request_id": "req_01HKQS5NKW1C6W9T4G5H0JBZVL"
  }
}

Too many authentication failures (temporary lockout)

{
  "error": {
    "type": "authentication_error",
    "code": "too_many_auth_failures",
    "message": "Has alcanzado el número máximo de intentos de autenticación fallidos. La API key queda bloqueada temporalmente. Reintenta tras el tiempo indicado en `Retry-After`.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#too_many_auth_failures",
    "request_id": "req_01HKQS5NKW1C6W9T4G5H0JBZVM"
  }
}

Too many concurrent uploads in flight

{
  "error": {
    "type": "rate_limit_error",
    "code": "upload_in_flight_budget_exceeded",
    "message": "Tu empresa tiene demasiadas subidas en curso a la vez: este archivo ocupa 10 MB y el margen simultáneo es de 120 MB. Espera a que terminen las subidas en marcha y vuelve a intentarlo dentro de 45 segundos.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#upload_in_flight_budget_exceeded",
    "request_id": "req_01HKQS5NUPLOADINFLIGHT005"
  }
}

Company-wide rate limit exceeded (all keys combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "company_rate_limit_exceeded",
    "message": "Tu empresa ha superado su límite conjunto de 900 peticiones por minuto, contando a la vez todas sus credenciales. Es un techo de la empresa, así que repartir el tráfico no lo eleva. Reintenta en 12 segundos, o solicita una ampliación de plan si necesitas más capacidad.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#company_rate_limit_exceeded",
    "request_id": "req_01HKQS5NCOMPANYRATELIMIT06"
  }
}

Company-wide monthly quota exhausted (all keys combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "company_monthly_quota_exceeded",
    "message": "Tu empresa ha agotado su cuota conjunta de 150000 peticiones de este mes, contando a la vez todas sus credenciales. Es un techo de la empresa, así que repartir el tráfico no lo eleva. El contador se reinicia el día 1 del mes siguiente; solicita una ampliación de plan si necesitas más volumen antes.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#company_monthly_quota_exceeded",
    "request_id": "req_01HKQS5NCOMPANYMONTHLY0007"
  }
}

Monthly quota of the API key exhausted

{
  "error": {
    "type": "rate_limit_error",
    "code": "monthly_quota_exceeded",
    "message": "Has agotado tu cuota mensual de 100000 requests. Mejora tu plan para obtener una cuota superior.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#monthly_quota_exceeded",
    "request_id": "req_01HKQS5NMONTHLYQUOTA000011"
  }
}

Portfolio rate limit exceeded (all tax IDs of the account combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "portfolio_rate_limit_exceeded",
    "message": "La cartera de tu cuenta ha superado su límite conjunto de 1800 peticiones por minuto, contando a la vez todos sus NIF. Es un techo de la cartera, así que repartir el tráfico entre NIF no lo eleva. Reintenta en 12 segundos, o solicita una ampliación de plan si necesitas más capacidad.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#portfolio_rate_limit_exceeded",
    "request_id": "req_01HKQS5NPORTFOLIORATE00012"
  }
}

Portfolio monthly quota exhausted (all tax IDs of the account combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "portfolio_monthly_quota_exceeded",
    "message": "La cartera de tu cuenta ha agotado su cuota conjunta de 300000 peticiones de este mes, contando a la vez todos sus NIF. Es un techo de la cartera, así que repartir el tráfico entre NIF no lo eleva. El contador se reinicia el día 1 del mes siguiente; solicita una ampliación de plan si necesitas más volumen antes.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#portfolio_monthly_quota_exceeded",
    "request_id": "req_01HKQS5NPORTFOLIOMONTH0013"
  }
}

{
  "error": {
    "type": "api_error",
    "code": "internal_error",
    "message": "Ha ocurrido un error inesperado. Si persiste, contacta con soporte adjuntando el request_id.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#internal_error",
    "request_id": "req_01HKQS5NLX2D7X0U5H6J1KCAWM"
  }
}

Assign the quote visual template

Authorization

Path Parameters

Headers

Request Body

Response Body

200application/json

400application/json

401application/json

403application/json

404application/json

409application/json

412application/json

422application/json

428application/json

429application/json

500application/json

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`