Custom quote forms

GET /api/custom-quoteforms-beta returns custom quote form submissions that have been submitted for the authenticated user's current team. Drafts are excluded. The list is capped at 20, newest submitted_at first.

Classic quote forms remain at Quote forms.

The submission model

Properties

Name
id
Type
integer
Description
Unique identifier for the submission.
Name
custom_form_id
Type
integer
Description
Custom form that was submitted.
Name
form_name
Type
string
Description
Name of that form.
Name
client_id
Type
integer
Description
Linked client. null when the submission has not been linked yet.
Name
co_client_id
Type
integer
Description
Linked co-client.
Name
client
Type
object
Description
first_name, last_name, phone, email, and contact_method. null when no client is linked.
Name
co_client
Type
object
Description
Same shape as client for the co-client.
Name
assigned_user_id
Type
integer
Description
User assigned on the form.
Name
assigned_user_name
Type
string
Description
Name of the assigned user.
Name
assigned_user_email
Type
string
Description
Email of the assigned user.
Name
lines_of_business
Type
array
Description
Lines of business selected on the submission.
Name
risk_profile_id
Type
integer
Description
Risk profile created from the submission, when one exists.
Name
field_responses
Type
object
Description
Answers keyed by field key. Repeating groups are arrays of objects. Empty strings become null. Yes/no and checkbox values are booleans.
Name
submitted_at
Type
timestamp
Description
When the form was submitted, in UTC, such as 2026-09-25T18:00:00Z.
Name
created_at
Type
timestamp
Description
When the submission row was created, in the same UTC format.
Name
updated_at
Type
timestamp
Description
When the submission was last updated, in the same UTC format.

GET/api/custom-quoteforms-beta

List custom quote form submissions

Returns up to 20 submitted custom quote forms for the current team.

Optional attributes

Name
client_email
Type
string
Description
Exact email. Matches the linked client, a client.email field value, or client.email stored on the raw submission.
Name
custom_form_id
Type
integer
Description
Only submissions for this custom form.

Request

GET

/api/custom-quoteforms-beta

curl -G https://app.riskadvisor.insure/api/custom-quoteforms-beta \
  -H "Authorization: Bearer {token}" \
  -H "Accept: application/json" \
  -d [email protected] \
  -d custom_form_id=3

Response

{
  "data": [
    {
      "id": 15,
      "custom_form_id": 3,
      "form_name": "Home quote",
      "client_id": 42,
      "co_client_id": null,
      "client": {
        "first_name": "Frank",
        "last_name": "McCallister",
        "phone": "1-800-876-5309",
        "email": "[email protected]",
        "contact_method": "Email"
      },
      "assigned_user_id": 7,
      "assigned_user_name": "Kate McCallister",
      "assigned_user_email": "[email protected]",
      "lines_of_business": ["home"],
      "risk_profile_id": 9,
      "field_responses": {
        "client.email": "[email protected]"
      },
      "submitted_at": "2026-09-25T18:00:00Z",
      "created_at": "2026-09-25T17:40:00Z",
      "updated_at": "2026-09-25T18:00:00Z"
    }
  ]
}