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 the COQL and BULK APIs 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. |
| Billing_Latitude | Double | False |
Latitude coordinate of the quote's billing address. |
| Billing_Longitude | Double | False |
Longitude coordinate of the quote's billing address. |
| Shipping_Latitude | Double | False |
Latitude coordinate of the quote's shipping address. |
| Shipping_Longitude | Double | False |
Longitude coordinate of the quote's shipping address. |
| Team | String | False |
Team associated with the quote. |
| Quote_Number | String | True |
System-generated number assigned to the quote. |
| Subject | String | False |
Subject line or title of the quote. |
| Deal_Name_Id | String | False |
Unique identifier of the deal associated with this quote. |
| Quote_Stage | String | False |
Current stage of the quote in the sales process. |
| Valid_Till | Date | False |
Expiration date of the quote. |
| Contact_Name_Id | String | False |
Unique identifier of the contact linked to the quote. |
| Carrier | String | False |
Shipping carrier specified for the quote. |
| Account_Name_Id | String | False |
Unique identifier of the account associated with this quote. |
| Owner_Id | String | False |
Unique identifier of the user who owns this quote. |
| Owner_FirstName | String | True |
First name of the quote owner. |
| Owner_LastName | String | True |
Last name of the quote owner. |
| Owner_Email | String | True |
Email address of the quote owner. |
| Created_By_Id | String | False |
Unique identifier of the user who created the quote. |
| Modified_By_Id | String | False |
Unique identifier of the user who last modified the quote. |
| Modified_By_FirstName | String | True |
First name of the user who last modified the quote. |
| Modified_By_LastName | String | True |
Last name of the user who last modified the quote. |
| Modified_By_Email | String | True |
Email address of the user who last modified the quote. |
| Created_Time | Datetime | False |
Date and time when the quote was created. |
| Modified_Time | Datetime | False |
Date and time when the quote was last modified. |
| Tag | String | False |
Tags applied to the quote for categorization or search. |
| Sub_Total | 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. |
| Grand_Total | String | True |
Final total amount after applying discounts, taxes, and adjustments. |
| Terms_and_Conditions | String | False |
Terms and conditions specified in the quote. |
| Description | String | False |
Description or notes related to the quote. |
| Id_CustomModule | Long | True |
System-generated record identifier for internal tracking. |
| Locked__s | Bool | True |
Indicates whether the quote is locked from editing. |
| Last_Activity_Time | Datetime | False |
Timestamp of the last activity on the quote. |
| Billing_Country | String | False |
Billing country for the quote. |
| Billing_Flat_House_No_Building_Apartment_Name | String | False |
Flat/house number, building, or apartment name portion of the billing address. |
| Billing_Street | String | False |
Billing street address for the quote. |
| Billing_City | String | False |
Billing city for the quote. |
| Billing_State | String | False |
Billing state for the quote. |
| Billing_Code | String | False |
Billing postal code for the quote. |
| Shipping_Country | String | False |
hipping country for the quote. |
| Shipping_Flat_House_No_Building_Apartment_Name | String | False |
Flat/house number, building, or apartment name portion of the shipping address. |
| Shipping_Street | String | False |
Shipping street address for the quote. |
| Shipping_City | String | False |
Shipping city for the quote. |
| Shipping_State | String | False |
Shipping state for the quote. |
| Shipping_Code | String | False |
Shipping postal code for the quote. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.
| Name | Type | Description |
| Quoted_Items | String |
List of items included in the quote. |
| DuplicateCheckFields | String |
The field(s) to be used for checking duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field. |
| Trigger | String |
To trigger the rule while inserting record into CRM account. |