Quotes
Stores sales quote records containing pricing proposals for potential deals. This table supports deal negotiation, approval workflows, and quote-to-order execution.
Columns
| Name | Type | ReadOnly | Description |
| Account_Id | String | True |
The unique identifier (Id) of the account that is associated with this quote. This value links the quote to the customer or organization involved in the transaction. |
| Account_Name | String | True |
The display name of the account that is associated with this quote. This value is shown in the user interface for readability and reporting. |
| Acl_Team_Names | String | True |
The list of team names that are associated with this quote record. This value supports collaboration, access control, and visibility filtering. |
| Acl_Team_Set_Id | String | False |
The Id of the set of teams that have access to this quote. This value is used to manage shared team permissions across the organization. |
| Assigned_User_Id | String | False |
The Id of the user who is responsible for managing or following up on this quote. This assignment determines ownership and workflow accountability. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to this quote. This value is shown in the user interface for clarity and reporting. |
| Base_Rate | String | False |
The exchange rate factor that is applied to convert the quote amount from its original currency to the base currency. This value supports multi-currency financial reporting. |
| Billing_Account_Id | String | True |
The Id of the billing account that is associated with this quote. This value links the quote to the account responsible for billing and invoicing. |
| Billing_Account_Name | String | False |
The display name of the billing account that is associated with this quote. This value is shown for readability and billing reference. |
| Billing_Address_City | String | False |
The city portion of the billing address for this quote. This value is used for invoicing and record documentation. |
| Billing_Address_Country | String | False |
The country portion of the billing address for this quote. This value supports compliance and geographic reporting. |
| Billing_Address_Postalcode | String | False |
The postal or ZIP code portion of the billing address for this quote. This value supports delivering accurate billing and invoicing correspondence. |
| Billing_Address_State | String | False |
The state or region portion of the billing address for this quote. This value supports mailing, taxation, and regulatory requirements. |
| Billing_Address_Street | String | False |
The street address that is associated with the billing location for this quote. This value is used for invoicing and account documentation. |
| Billing_Contact_Id | String | True |
The Id of the billing contact person for this quote. This value determines who receives billing and invoicing communications. |
| Billing_Contact_Name | String | True |
The display name of the billing contact associated with this quote. This value is shown in the interface and reports for clarity. |
| Bundles | String | True |
The list of product or service bundles that are included in this quote. This value supports item grouping and multi-product pricing. |
| Created_By | String | True |
The Id of the user who created this quote record. This value identifies the record author for auditing and ownership tracking. |
| Created_By_Name | String | True |
The display name of the user who created this quote record. This value is shown in the interface and reports. |
| Currency_Id | String | False |
The Id of the currency that is associated with the financial values in this quote. This value supports multi-currency configuration and conversion. |
| Currency_Name | String | True |
The display name of the currency that is used for financial amounts in this quote. This value is shown for readability in the user interface. |
| Currency_Symbol | String | True |
The symbol that represents the currency used in this quote (for example, '$', '€', or '£'). This value supports formatted display. |
| Date_Entered | Datetime | True |
The date and time when this quote record was created. This value supports timeline reference and audit tracking. |
| Date_Modified | Datetime | True |
The date and time when this quote record was most recently updated. This value supports change tracking and version transparency. |
| Date_Order_Shipped | Date | False |
The date when the order that is associated with this quote was shipped. This value supports fulfillment and delivery tracking. |
| Date_Quote_Closed | Date | False |
The date when the quote was finalized, accepted, or closed. This value supports sales pipeline and performance analysis. |
| Date_Quote_Expected_Closed | Date | False |
The projected closing date for the quote. This value supports forecasting and opportunity planning. |
| Deal_Tot | Decimal | True |
The total deal amount for this quote before currency conversions. This value reflects the overall monetary value of the quote. |
| Deal_Tot_Discount_Percentage | Double | True |
The percentage discount that is applied to the total deal value. This value influences pricing strategy and profitability evaluation. |
| Deal_Tot_Usdollar | Decimal | True |
The total deal amount expressed in United States Dollars (USD). This value supports standardized reporting. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when this quote record is marked as deleted. It returns a value of 'false' when the record remains active and available for use. |
| Denorm_Billing_Account_Name | String | False |
The stored display name of the billing account used for search, filtering, or reporting efficiency. |
| Description | String | False |
A detailed description of the quote. This field can include negotiation context, customer notes, or decision-support details. |
| Discount | Decimal | True |
The discount amount that is applied to the quote before the final total is calculated. This value affects pricing and margin evaluation. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this quote to receive activity updates. It returns a value of 'false' when the user is not following the record. |
| Id [KEY] | String | True |
The Id for this quote record. This value references the quote across related modules, workflows, and reporting. |
| Locked_Fields | String | True |
The list of fields that are restricted from editing for this quote. This value ensures that system-governed fields remain protected. |
| Modified_By_Name | String | True |
The display name of the user who most recently modified this quote record. This value provides visibility into update history. |
| Modified_User_Id | String | True |
The Id of the user who most recently updated this quote record. This value identifies the source of the most recent change activity. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the record is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite. |
| Name | String | False |
The name of the quote. This value is used as the primary label throughout the system. |
| New_Sub | Decimal | True |
The value of new subscription-based revenue included in the quote. This value supports subscription revenue tracking. |
| New_Sub_Usdollar | Decimal | True |
The new subscription revenue amount that is expressed in USDs. This value supports standardized reporting. |
| Opportunity_Id | String | True |
The Id of the opportunity that is associated with this quote. This value connects the quote to a sales pipeline activity. |
| Opportunity_Name | String | True |
The display name of the opportunity that is associated with this quote. This value provides clarity in reports and UI references. |
| Order_Stage | String | False |
The stage of the order process that is associated with this quote. This value supports sales cycle progression and fulfillment planning. |
| Original_Po_Date | Date | False |
The date of the original purchase order associated with this quote. This value supports historical and contractual review. |
| Payment_Terms | String | False |
The agreed payment terms for the quote, such as the net period or installment conditions. This value supports invoicing and contract structuring. |
| Purchase_Order_Num | String | False |
The purchase order number that is associated with the quote. This value is used for billing alignment and audit reference. |
| Quote_Num | Int | False |
The sequential quote number that identifies this quote within the organization's quoting process. This value supports internal tracking and reference. |
| Quote_Stage | String | False |
The current stage of the quote in the sales process (for example, 'draft', 'negotiation', or 'finalized'. This value supports pipeline and forecasting analysis. |
| Quote_Type | String | False |
The classification of the quote, such as new business or existing business. This value supports reporting and revenue attribution. |
| Renewal | Bool | True |
A Boolean field that returns a value of 'true' when this quote represents a renewal of an existing contract or purchase. It returns a value of 'false' when it does not represent a renewal. |
| Shipper_Id | String | False |
The Id of the shipper or shipping provider that is associated with this quote. This value supports delivery logistics and fulfillment coordination. |
| Shipper_Name | String | True |
The display name of the shipper that is associated with this quote. This value is shown in the user interface and reports. |
| Shipping | Decimal | True |
The total shipping cost that is applied to this quote. This value contributes to the final pricing calculation. |
| Shipping_Account_Id | String | True |
The Id of the account to which shipping charges are billed. This value supports billing alignment and financial reporting. |
| Shipping_Account_Name | String | True |
The display name of the account responsible for shipping charges. This value is shown in the user interface for clarity. |
| Shipping_Address_City | String | False |
The city portion of the shipping address that is associated with this quote. This value supports delivery and address record accuracy. |
| Shipping_Address_Country | String | False |
The country portion of the shipping address that is associated with this quote. This value supports geographic, regulatory, and customs considerations. |
| Shipping_Address_Postalcode | String | False |
The postal or ZIP code portion of the shipping address that is associated with this quote. This value supports delivery accuracy and routing. |
| Shipping_Address_State | String | False |
The state or region portion of the shipping address. This value supports location-based taxation and delivery coordination. |
| Shipping_Address_Street | String | False |
The street address that is associated with the shipping location for this quote. This value is used for delivery and documentation. |
| Shipping_Contact_Id | String | True |
The Id of the shipping contact person for this quote. This value identifies the individual responsible for receiving or coordinating shipment. |
| Shipping_Contact_Name | String | True |
The display name of the shipping contact associated with this quote. This value provides clarity in correspondence and reporting. |
| Shipping_Usdollar | Decimal | True |
The total shipping cost expressed in USDs. This value supports standardized reporting across currencies. |
| Show_Line_Nums | Bool | False |
A Boolean field that returns a value of 'true' when line item numbers are displayed in the quote. It returns a value of 'false' when line item numbers are hidden. |
| Subtotal | Decimal | True |
The subtotal amount of the quote before taxes, fees, and adjustments are applied. This value reflects the base pricing of products and services. |
| Subtotal_Usdollar | Decimal | True |
The subtotal amount expressed in USDs. This value supports multi-currency normalization. |
| Sync_Key | String | True |
The synchronization key that is used to match this quote record with external systems. This value ensures data consistency across integrations. |
| Tag | String | False |
The tags that are associated with this quote. Tags support flexible grouping, categorization, and filtering across records. |
| Tax | Decimal | True |
The total tax amount applied to the quote. This value is calculated based on applicable tax rates and taxable components. |
| Tax_Usdollar | Decimal | True |
The tax amount expressed in USDs. This value supports standardized reporting. |
| Taxable_Subtotal | Decimal | True |
The portion of the quote subtotal that is subject to taxation. This value represents the taxable basis before tax is applied. |
| Taxrate_Id | String | False |
The Id of the tax rate that is applied to this quote. This value determines which tax percentage is used in the calculation. |
| Taxrate_Name | String | True |
The display name of the tax rate that is applied to this quote. This value is shown in the user interface and reports. |
| Taxrate_Value | Decimal | True |
The numeric value of the tax rate that is applied to this quote, expressed as a percentage. This value directly influences the tax calculation. |
| Team_Count | String | False |
The number of teams that are associated with this quote. This value indicates collaboration scope and access distribution. |
| Team_Id | String | False |
The Id of the primary team that is responsible for this quote. This value establishes ownership for permissions and visibility. |
| Team_Name | String | False |
The display name of the primary team that is associated with this quote. This value is shown in the interface for clarity and reporting. |
| Team_Set_Id | String | False |
The Id of the set of teams that share access to this quote. This value supports multi-team collaboration and permission distribution. |
| Total | Decimal | True |
The total amount of the quote after taxes, shipping, and discounts are applied. This value represents the final pricing amount. |
| Total_Usdollar | Decimal | True |
The total quote amount expressed in USDs. This value supports standardized financial reporting across currencies. |