Quotes
Holds quote records sent to customers with validity dates, tax details, and approval status; available only in paid editions.
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, AccountName_Id, QuotedItems) VALUES ('QuotedItems', '1021046000000427103', '[
{
"Product_Name": {
"id": "1021046000000414457"
},
"Quantity": 1024,
"Discount": 99,
"Tax": 13,
"List_Price": 176.21,
"Description": "test"
}
]');
Required fields for REST API: Subject, QuotedItems.
Required fields for BULK API: Subject, AccountName_Id, QuotedItems.
Any field which is not read-only (ReadOnly = false in the table below) can be inserted.
Please note that the REST API honors only the 'id' field of the 'Product_Name' aggregate in the QuotedItems column. The BULK API does not accept any other field in this aggregate.
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. |
| Team | String | False |
Team associated with the quote. |
| QuoteNumber | String | True |
System-generated number assigned to the quote. |
| Subject | String | False |
Subject line or title of the quote. |
| DealName_Id | String | False |
Unique identifier of the deal associated with this quote. |
| DealName_Name | String | True |
Name of the deal associated with this quote. |
| QuoteStage | String | False |
Current stage of the quote in the sales process. |
| ValidUntil | Date | False |
Expiration date of the quote. |
| ContactName_Id | String | False |
Unique identifier of the contact linked to the quote. |
| ContactName_Name | String | True |
Name of the contact linked to the quote. |
| Carrier | String | False |
Shipping carrier specified for the quote. |
| AccountName_Id | String | False |
Unique identifier of the account associated with this quote. |
| AccountName_Name | String | True |
Name of the account associated with this quote. |
| QuoteOwner_Id | String | False |
Unique identifier of the user who owns this 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 |
Unique 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 |
Unique 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 applied to the quote for categorization or search. |
| BillingStreet | String | False |
Billing street address for the quote. |
| ShippingStreet | String | False |
Shipping street address for the quote. |
| BillingCity | String | False |
Billing city for the quote. |
| ShippingCity | String | False |
Shipping city for the quote. |
| BillingState | String | False |
Billing state for the quote. |
| ShippingState | String | False |
Shipping state for the quote. |
| BillingCode | String | False |
Billing postal code for the quote. |
| ShippingCode | String | False |
Shipping postal code for the quote. |
| BillingCountry | String | False |
Billing country for the quote. |
| ShippingCountry | String | False |
Shipping country for the quote. |
| SubTotal | String | True |
Subtotal amount before taxes and discounts. |
| Discount | Decimal | False |
Total discount applied to the quote. |
| Tax | Decimal | False |
Total tax amount for the quote. |
| Adjustment | Decimal | False |
Any additional adjustments to the total quote amount. |
| GrandTotal | String | True |
Final total amount after applying discounts, taxes, and adjustments. |
| TermsandConditions | String | False |
Terms and conditions specified in the quote. |
| Description | String | False |
Description or notes related to the quote. |
| QuotedItems | String | False |
List of items included in the quote. |
| RecordId | Long | True |
System-generated record identifier for internal tracking. |
| Locked | Bool | True |
Indicates whether the quote is locked from editing. |
| LastActivityTime | Datetime | False |
Timestamp of the last activity on 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 |
Fields used to check for duplicates during upsert. The REST API allows multiple fields, but the BULK API only supports one. |
| Trigger | String |
Specifies whether to trigger rules when inserting the record into the CRM account. |
| CustomViewId | Long |
Custom view Id used to filter this record. Successful when the useCOQL parameter is set to false. |