Quotes
Create, update, delete, and query information regarding quotes. Not available in free and standard ZohoCRM accounts.
Table-Specific Information
Select
This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.
Insert
INSERT INTO Quotes (Subject, Team, Adjustment) VALUES ('A quote for product XYZ for company ABC.', 'A-Team', 12.5)
Required fields: None.
Any field which is not read-only (ReadOnly = false in the table below) can be inserted.
Delete
You must specify the Id in the WHERE clause when executing a delete against this table.
DELETE FROM Quotes WHERE Id = '3152079000000153079'
Update
You must specify the Id in the WHERE clause when executing an update against this table.
UPDATE Quotes SET Description = 'Changed from the API.' WHERE Id = '3152079000000490009'
Required fields: Id.
Any field which is not read-only (ReadOnly = false in the table below) can be updated.
Columns
| Name | Type | ReadOnly | Description |
| Id [KEY] | String | False |
The unique identifier for this record. |
| QuoteOwner_Id | String | False |
The Id of the owner of the quote. |
| QuoteOwner_FirstName | String | False |
The First Name of the owner of the quote. |
| QuoteOwner_LastName | String | False |
The Last Name of the owner of the quote. |
| QuoteNumber | String | False |
The number of the quote. |
| Subject | String | False |
The subject of the quote. |
| DealName_Id | String | False |
The Id of the deal related to this quote. |
| QuoteStage | String | False |
The stage in which this quote is currently at. |
| ValidUntil | Date | False |
The time until this quote is valid. |
| Team | String | False |
The team who is related to this quote. |
| ContactName_Id | String | False |
The Id of the contact of the quote. |
| Carrier | String | False |
The carrier of this quote. |
| AccountName_Id | String | False |
The Id of the account related to this quote. |
| CreatedBy_Id | String | False |
The Id of the User who created the record. |
| ModifiedBy_Id | String | False |
The Id of the User who modified the record. |
| ModifiedBy_FirstName | String | False |
The First Name of the User who modified the record. |
| ModifiedBy_LastName | String | False |
The Last Name of the User who modified the record. |
| CreatedTime | Datetime | False |
The time when the record was created. |
| ModifiedTime | Datetime | False |
The time when the record was modified. |
| Tag | String | False |
A list of tags related to this quote. |
| BillingStreet | String | False |
The billing street of the record. |
| ShippingStreet | String | False |
The shipping street of the record. |
| BillingCity | String | False |
The billing city of the record. |
| ShippingCity | String | False |
The shipping city of the record. |
| BillingState | String | False |
The billing state of the record. |
| ShippingState | String | False |
The shipping state of the record. |
| BillingCode | String | False |
The billing code of the record. |
| ShippingCode | String | False |
The shipping code of the record. |
| BillingCountry | String | False |
The billing country of the record. |
| ShippingCountry | String | False |
The shipping country of the record. |
| ProductDetails | String | False |
A json aggregate of the product details related to this quote. |
| SubTotal | Double | True |
The sub total price of this quote. |
| Discount | Double | False |
The disocunt applied to this quote. |
| Tax | Double | True |
The amount of tax applied to this quote. |
| Adjustment | Double | False |
The amount of adjusted price applied to this quote. |
| GrandTotal | Double | True |
The gradn total of the quote. |
| TermsandConditions | String | False |
The terms and conditions of this quote. |
| Description | String | False |
The description of this quote. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| Word | String |
Used to search for a specific word in records. |
| DuplicateCheckFields | String |
The field/s to be used for checking in an upsert. |
| Converted | Boolean |
Set to true to return only converted records. |
| Approved | Boolean |
Set to true to return only approved records. |
| CustomViewId | String |
The custom view Id to be used for filtering this record. |
| QuotedItems | String |
Quoted Items SubForm. This column can only be used for Insert and Update. |