Quotes

Stores quote records issued to customers with pricing, taxes, and terms. Not supported in free or standard 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, ProductDetails) VALUES ('QuotedItems', '[
            { 
              "product": { 
                "Product_Code": "12342321", 
                "name": "Egg", 
                "id": "3276571000000184076" 
              }, 
              "quantity": 1024, 
              "Discount": 0, 
              "total_after_discount": 1239.04, 
              "net_total": 1239.04, 
              "book": null, 
              "Tax": 0, 
              "list_price": 1.21, 
              "unit_price": 1.21, 
              "quantity_in_stock": -1024, 
              "total": 1239.04, 
              "id": "3276571000000184104", 
              "product_description": null, 
              "line_tax": [] 
            } 
          ]')

Required fields: Subject, ProductDetails.

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	True	Unique identifier for the quote record.
Team	String	False	Team associated with the quote.
QuoteNumber	String	True	Unique quote number generated for this record.
Subject	String	False	Subject or title of the quote.
DealName_Id	String	False	Identifier of the associated deal.
DealName_Name	String	True	Name of the associated deal.
QuoteStage	String	False	Current stage of the quote, such as Draft or Sent.
ValidUntil	Date	False	Date until which the quote is valid.
ContactName_Id	String	False	Identifier of the contact associated with the quote.
ContactName_Name	String	True	Name of the contact associated with the quote.
Carrier	String	False	Shipping carrier specified in the quote.
AccountName_Id	String	False	Identifier of the account associated with the quote.
AccountName_Name	String	True	Name of the account associated with the quote.
QuoteOwner_Id	String	False	Identifier of the user who owns the quote.
QuoteOwner_FirstName	String	True	First name of the quote owner.
QuoteOwner_LastName	String	True	Last name of the quote owner.
QuoteOwner_Email	String	True	Email address of the quote owner.
QuoteOwner_Name	String	True	Full name of the quote owner.
CreatedBy_Id	String	False	Identifier of the user who created the quote.
CreatedBy_FirstName	String	True	First name of the user who created the quote.
CreatedBy_LastName	String	True	Last name of the user who created the quote.
CreatedBy_Email	String	True	Email address of the user who created the quote.
CreatedBy_Name	String	True	Full name of the user who created the quote.
ModifiedBy_Id	String	False	Identifier of the user who last modified the quote.
ModifiedBy_FirstName	String	True	First name of the user who last modified the quote.
ModifiedBy_LastName	String	True	Last name of the user who last modified the quote.
ModifiedBy_Email	String	True	Email address of the user who last modified the quote.
ModifiedBy_Name	String	True	Full name of the user who last modified the quote.
CreatedTime	Datetime	False	Date and time when the quote was created.
ModifiedTime	Datetime	False	Date and time when the quote was last modified.
Tag	String	False	Tags associated with the quote for categorization or search.
BillingStreet	String	False	Street address for billing.
ShippingStreet	String	False	Street address for shipping.
BillingCity	String	False	City for billing.
ShippingCity	String	False	City for shipping.
BillingState	String	False	State for billing.
ShippingState	String	False	State for shipping.
BillingCode	String	False	Postal code for billing.
ShippingCode	String	False	Postal code for shipping.
BillingCountry	String	False	Country for billing.
ShippingCountry	String	False	Country for shipping.
ProductDetails	String	False	Serialized list of product line items in the quote.
SubTotal	Decimal	True	Subtotal before tax, discount, or adjustment.
Discount	Decimal	False	Total discount applied to the quote.
Tax	Decimal	True	Total tax applied to the quote.
Adjustment	Decimal	False	Any manual adjustment made to the quote total.
GrandTotal	Decimal	True	Final amount of the quote after tax, discount, and adjustments.
TermsandConditions	String	False	Terms and conditions applicable to the quote.
Description	String	False	Additional notes or description related to the quote.
Locked	Bool	True	Indicates whether the quote is locked from further edits.
LastActivityTime	Datetime	False	Timestamp of the last activity related to the 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
DuplicateCheckFields	String	The fields to be used for checking duplicate records in an upsert. The REST API allows multiple fields, but the BULK API allows only one.
Trigger	String	Specifies whether to trigger workflow rules when inserting this record into the CRM account.
CustomViewId	Long	Custom view Id used for filtering this record when the useCOQL parameter is set to false.

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