# Cacheflow Documentation

> Build complex quotes in 30 seconds, and automate the manual work of closing SaaS deals. With one link, your customers can eSign, set up payments, and renew or upgrade their subscription.

## Guides
- [Developer guides overview](https://getcacheflow.readme.io/docs/getting-started-1.md)
- [Retrieve or create an API token](https://getcacheflow.readme.io/docs/create-an-api-token.md): Get started using our APIs by retrieving an existing API token or creating a new one.
- [Calling the API](https://getcacheflow.readme.io/docs/calling-the-api.md)
- [Create and manage webhooks](https://getcacheflow.readme.io/docs/create-and-manage-webhooks.md): Painlessly set up and monitor your webhooks
- [Creating a proposal from a template and sharing with a contact](https://getcacheflow.readme.io/docs/creating-a-proposal-from-a-template.md): With optional link to CRM
- [Service provisioning after proposal completion](https://getcacheflow.readme.io/docs/service-provisioning-after-proposal-completion.md): Learn how to automate the provisioning of a new customer's service when they complete the proposal.
- [Loading usage to a subscription](https://getcacheflow.readme.io/docs/loading-usage-to-a-subscription.md): Learn how to load usage to a subscription using APIs.
- [Create a change on a subscription](https://getcacheflow.readme.io/docs/create-a-change-on-a-subscription.md): Updating the quantity of an item

## API Reference
- [Retrieve or create an API token](https://getcacheflow.readme.io/reference/create-an-api-token-copy.md): Get started using our APIs by retrieving an existing API token or creating a new one.
- [API Endpoints](https://getcacheflow.readme.io/reference/retrieve-or-create-an-api-token-copy.md)
- [Retrieve a contact](https://getcacheflow.readme.io/reference/getcontact.md)
- [Delete a contact](https://getcacheflow.readme.io/reference/deletecontact.md)
- [Update a contact](https://getcacheflow.readme.io/reference/updatecontact.md)
- [List contacts for a customer](https://getcacheflow.readme.io/reference/getcustomercontacts.md)
- [Create a contact](https://getcacheflow.readme.io/reference/createcustomercontact.md)
- [List customers](https://getcacheflow.readme.io/reference/listcustomers.md)
- [Create a customer](https://getcacheflow.readme.io/reference/createcustomer.md)
- [Retrieve a customer](https://getcacheflow.readme.io/reference/getcustomer.md)
- [Delete a customer](https://getcacheflow.readme.io/reference/deletecustomer.md)
- [Update a customer](https://getcacheflow.readme.io/reference/patchcustomer.md)
- [Retrieve a customer by external id](https://getcacheflow.readme.io/reference/getcustomerbyexternalid.md)
- [Action an approval](https://getcacheflow.readme.io/reference/createapprovalaction.md)
- [Retrieve approval status for a proposal](https://getcacheflow.readme.io/reference/getapprovalrequests.md)
- [Request approval for a proposal](https://getcacheflow.readme.io/reference/requestapproval.md)
- [List proposals for a customer](https://getcacheflow.readme.io/reference/getcustomerproposals.md)
- [Get an item schedule](https://getcacheflow.readme.io/reference/getitemschedule.md)
- [Delete an item schedule](https://getcacheflow.readme.io/reference/deleteitemschedule.md)
- [Update an item schedule](https://getcacheflow.readme.io/reference/updateitemschedule.md)
- [Add an item schedule](https://getcacheflow.readme.io/reference/additemschedule.md)
- [Get a proposal item](https://getcacheflow.readme.io/reference/getproposalitem.md)
- [Delete a proposal item](https://getcacheflow.readme.io/reference/deleteproposalitem.md)
- [Update a proposal item](https://getcacheflow.readme.io/reference/updateproposalitem.md)
- [Accept a proposal](https://getcacheflow.readme.io/reference/acceptproposal.md)
- [List events for a proposal](https://getcacheflow.readme.io/reference/getproposalevents.md)
- [Add a proposal item](https://getcacheflow.readme.io/reference/addproposalitem.md)
- [Batch add/update/remove proposal items](https://getcacheflow.readme.io/reference/updateproposalitems.md)
- [Archive proposals](https://getcacheflow.readme.io/reference/archiveproposals.md)
- [Bulk expire proposals](https://getcacheflow.readme.io/reference/bulkexpireproposals.md)
- [Cancel a proposal](https://getcacheflow.readme.io/reference/cancelproposal.md)
- [Clear legacy checkout flag from all proposals](https://getcacheflow.readme.io/reference/clearlegacycheckout.md)
- [Copy a proposal](https://getcacheflow.readme.io/reference/copyproposal.md)
- [List proposals](https://getcacheflow.readme.io/reference/getproposals.md)
- [Create a proposal](https://getcacheflow.readme.io/reference/createproposal.md)
- [Add new renewal configuration to proposal](https://getcacheflow.readme.io/reference/createrenewalconfiguration.md)
- [Retrieve a proposal](https://getcacheflow.readme.io/reference/getproposal.md)
- [Delete a proposal](https://getcacheflow.readme.io/reference/deleteproposal.md)
- [Update a proposal](https://getcacheflow.readme.io/reference/updateproposal.md)
- [List upgrades for a proposal](https://getcacheflow.readme.io/reference/getavailableproposalupgrades.md)
- [Retrieve a proposal by external ID](https://getcacheflow.readme.io/reference/getproposalbyexternalid.md)
- [Retrieve the signing document for a proposal](https://getcacheflow.readme.io/reference/getsigningdocumentcontent.md)
- [Retrieve signing view for a proposal](https://getcacheflow.readme.io/reference/getsigningview.md)
- [Share a proposal](https://getcacheflow.readme.io/reference/invitebillingcontact.md)
- [Perform proposal maintenance: expire and regenerate](https://getcacheflow.readme.io/reference/maintainproposals.md)
- [Preview proposal delta spans](https://getcacheflow.readme.io/reference/previewproposaldeltaspans.md)
- [Restore proposals](https://getcacheflow.readme.io/reference/restoreproposals.md)
- [Toggle legacy checkout flag for a specific proposal](https://getcacheflow.readme.io/reference/togglelegacycheckout.md)
- [Update a cover letter](https://getcacheflow.readme.io/reference/updatecoverletter.md)
- [List proposal templates](https://getcacheflow.readme.io/reference/listvisibletemplates.md)
- [List subscriptions for a customer](https://getcacheflow.readme.io/reference/getcustomercontracts.md)
- [Archive subscriptions](https://getcacheflow.readme.io/reference/archivesubscriptions.md)
- [List subscriptions](https://getcacheflow.readme.io/reference/listcontracts.md)
- [List proposals for a subscription](https://getcacheflow.readme.io/reference/getcontractproposals.md)
- [Create change proposal for a subscription](https://getcacheflow.readme.io/reference/createcontractproposal.md)
- [Retrieve a subscription](https://getcacheflow.readme.io/reference/getcontract.md)
- [Update a subscription](https://getcacheflow.readme.io/reference/updatecontract.md)
- [Retrieve payments for a subscription](https://getcacheflow.readme.io/reference/getcontractpayments.md)
- [Retrieve the active usage billing schedules for a subscription](https://getcacheflow.readme.io/reference/getusageschedule.md)
- [Restore subscriptions](https://getcacheflow.readme.io/reference/restoresubscriptions.md)
- [Recalculate outstanding billing schedule issue dates](https://getcacheflow.readme.io/reference/updateissuedates.md)
- [Retrieve a billing schedule](https://getcacheflow.readme.io/reference/getbillingschedule.md)
- [List usage for a billing schedule](https://getcacheflow.readme.io/reference/getbillingscheduleusage.md)
- [Create usage](https://getcacheflow.readme.io/reference/createusage.md)
- [List invoices for a customer](https://getcacheflow.readme.io/reference/getcustomerinvoices.md)
- [Archive invoices](https://getcacheflow.readme.io/reference/archiveinvoices.md)
- [Retrieve an invoice](https://getcacheflow.readme.io/reference/getinvoice.md)
- [Update an invoice](https://getcacheflow.readme.io/reference/updateinvoice.md)
- [Retrieve invoice activity](https://getcacheflow.readme.io/reference/getinvoiceactivity.md)
- [List invoices](https://getcacheflow.readme.io/reference/listinvoices.md)
- [Resend invoice email](https://getcacheflow.readme.io/reference/resendinvoiceemail.md)
- [Receive Payment for an Invoice](https://getcacheflow.readme.io/reference/updatepayment.md)
- [Fetch past_due invoices for an organization](https://getcacheflow.readme.io/reference/getinvoicespastdue.md)
- [Creates and sync an invoice for a billing schedule](https://getcacheflow.readme.io/reference/generateinvoice.md)
- [Retrieve a payment](https://getcacheflow.readme.io/reference/gettransaction.md)
- [Get payment by reference](https://getcacheflow.readme.io/reference/gettransactionbyreference.md)
- [List payments](https://getcacheflow.readme.io/reference/listtransactions.md)
- [Update a billing schedule](https://getcacheflow.readme.io/reference/updatebillingschedule.md)
- [Copy a product](https://getcacheflow.readme.io/reference/copyproduct.md)
- [List products](https://getcacheflow.readme.io/reference/listproducts.md)
- [Create a product](https://getcacheflow.readme.io/reference/createproduct.md)
- [Retrieve a product](https://getcacheflow.readme.io/reference/getproduct.md)
- [Delete a product](https://getcacheflow.readme.io/reference/deleteproduct.md)
- [Update a product](https://getcacheflow.readme.io/reference/updateproduct.md)
- [List available upgrades for bundle items nested within a bundle product](https://getcacheflow.readme.io/reference/getavailableproductupgrades.md)
- [Retrieve latest version of a product by root_id](https://getcacheflow.readme.io/reference/getlatestbyroot.md)
- [Retrieve stats about how a product is used](https://getcacheflow.readme.io/reference/getproductstats.md)
- [List active products](https://getcacheflow.readme.io/reference/listactiveproducts.md)
- [Create a product version](https://getcacheflow.readme.io/reference/versionproduct.md)
- [List attachments](https://getcacheflow.readme.io/reference/getallattachmentconfigs.md)
- [Create an attachment](https://getcacheflow.readme.io/reference/createattachmentconfig.md)
- [Retrieve an attachment](https://getcacheflow.readme.io/reference/getattachmentconfig.md)
- [Delete an attachment](https://getcacheflow.readme.io/reference/deleteattachmentconfig.md)
- [Update an attachment](https://getcacheflow.readme.io/reference/updateattachmentconfig.md)
- [Create a webhook](https://getcacheflow.readme.io/reference/addwebhook.md)
- [Get events for a webhook](https://getcacheflow.readme.io/reference/gethookevents.md)
- [Delete a webhook](https://getcacheflow.readme.io/reference/removehook.md)
- [Update a webhook](https://getcacheflow.readme.io/reference/updatewebhook.md)
- [Test a webhook](https://getcacheflow.readme.io/reference/testhook.md)
- [List webhooks](https://getcacheflow.readme.io/reference/getwebhooksmetadata.md)
- [Event record by id](https://getcacheflow.readme.io/reference/geteventbyid.md)
- [Reconciliation summary](https://getcacheflow.readme.io/reference/getreconciliationsummary.md)
- [List integration events](https://getcacheflow.readme.io/reference/getsyncevents.md)
- [Give the counts of integration events](https://getcacheflow.readme.io/reference/getsynceventscount.md)
- [List events for billing schedules](https://getcacheflow.readme.io/reference/getsystemeventsbybillingschedule.md)
- [List integration events](https://getcacheflow.readme.io/reference/getsystemeventsbytransfer.md)
- [Reconciliation summary](https://getcacheflow.readme.io/reference/getsystemreconciliationsummary.md)
- [Link object based on entity](https://getcacheflow.readme.io/reference/linkobjecttoexternal.md)
- [Resync billing schedules](https://getcacheflow.readme.io/reference/syncbillingschedules.md)
- [UnLink object based on entity](https://getcacheflow.readme.io/reference/unlinkfromexternal.md)
- [Retrieve approval requests](https://getcacheflow.readme.io/reference/getmyapproverrequests.md)
- [Create a renewal deal in CRM for a renewal proposal](https://getcacheflow.readme.io/reference/createexternalrenewaldeal.md)
- [List deal pipelines](https://getcacheflow.readme.io/reference/getcrmpipelines.md)
- [List external customers](https://getcacheflow.readme.io/reference/getexternalcustomers.md)
- [List external products](https://getcacheflow.readme.io/reference/getexternalproducts.md)
- [Trigger a sync of a proposal to CRM](https://getcacheflow.readme.io/reference/syncproposaltocrm.md)
- [Restore invoices](https://getcacheflow.readme.io/reference/restoreinvoices.md)
- [List Refunds](https://getcacheflow.readme.io/reference/listrefunds.md)
- [Schedule a refund for a transfer](https://getcacheflow.readme.io/reference/createrefund.md)
- [Get Refund by ID](https://getcacheflow.readme.io/reference/getrefund.md)
- [Get Refund activity by ID](https://getcacheflow.readme.io/reference/getrefundactivity.md)
- [Get Refund events by ID](https://getcacheflow.readme.io/reference/getrefundevents.md)
- [Get Refund activity by ID](https://getcacheflow.readme.io/reference/syncrefund.md)
- [List SSO Providers](https://getcacheflow.readme.io/reference/getproviderlist.md)
- [Creates metrics for this contract](https://getcacheflow.readme.io/reference/createmetrics.md)
- [Gets item interval metrics for this contract](https://getcacheflow.readme.io/reference/getitemintervalmetrics.md)
- [Gets item metrics for this contract](https://getcacheflow.readme.io/reference/getitemmetrics.md)
- [List payment methods.](https://getcacheflow.readme.io/reference/getsettingspaymentmethods.md)
- [Retrieve proposal delta spans](https://getcacheflow.readme.io/reference/getproposaldeltaspans.md)
- [Retrieve DocuSign envelope quota](https://getcacheflow.readme.io/reference/getdocusignenvelopequota.md)
- [Convert a proposal to a subscription](https://getcacheflow.readme.io/reference/convert.md)
- [Migrate subscription to Cacheflow](https://getcacheflow.readme.io/reference/migrate.md)