Quotes

Retrieve the available Quotes in HubSpot. This table supports only PrivateAppToken authentication.

Table Specific Information

In HubSpot, quotes are used to share pricing information with potential buyers.

Select

When selecting quotes, they can be filtered by columns marked below as 'Filterable'. For those columns, the supported server-side operators are =, !=, <, <=, >, >=. Further filtering is available using AND and OR combinations. A maximum of 2 OR operators are supported server-side, with each of these operators supporting up to 2 AND operators inside of them. For example:

SELECT * FROM Quotes WHERE [Sender company city] = 'San Francisco' AND [Quote amount] > 1000
SELECT * FROM Quotes WHERE [Sender company city] = 'San Francisco' OR [Sender company city] = 'Los Angeles'

In the below server-offloading examples, "{Column}" represents any column you'd like to filter and "{Value}" represents any value you want to filter it on:

SELECT * FROM Quotes WHERE {Column} = {Value} AND {Column} < {Value} AND {Column} > {Value}
SELECT * FROM Quotes WHERE {Column} != {Value} AND {Column} >= {Value} AND {Column} <= {Value}
SELECT * FROM Quotes WHERE ({Column} = {Value} AND {Column} = {Value}) OR ({Column} != {Value} AND {Column} >= {Value})
SELECT * FROM Quotes WHERE ({Column} != {Value} AND {Column} >= {Value} AND {Column} <= {Value}) OR ({Column} != {Value} AND {Column} >= {Value} AND {Column} <= {Value}) OR ({Column} != {Value} AND {Column} >= {Value} AND {Column} <= {Value})

Insert

INSERT INTO Quotes([Quote Title]) VALUES('title')

Update

UPDATE Quotes SET [Quote Title] = 'new title' WHERE ID='75229453'

Delete

DELETE FROM Quotes WHERE ID='75229453'

Columns


Name	Type	ReadOnly	References	Filterable	Description
Id [KEY]	Long	False		True	Unique identifier of the object.
Archived	Bool	True		False	Whether the object is archived or not.
CreatedAt	Datetime	True		False	When the object was created.
UpdatedAt	Datetime	True		False	When the object was last updated.
Business units	String	False		True	The business units this record is assigned to.
Allowed Payment Methods	String	False		True	Accepted forms of payment if quote is using HubSpot Payment
Quote Approver	String	False		True
Collect Billing Address	Bool	False		True	Indicates if billing address should be collected with this quote
Created by user ID	Decimal	True		True	The user that created this object. This value is automatically set by HubSpot and may not be modified.
Create date	Datetime	True		True	The date the quote was created
Quote Domain	String	False		True	Domain this quote should be served from
ESign Date	Datetime	True		True	The date and time the document was signed by all signers
Expiration Template Path	String	False		True	Path of the expiration template for the quote
Quote approval feedback	String	False		True	Feedback about this quote during the approval process
Language	String	False		True	The language for displaying this quote publicly
Last modified date	Datetime	True		True	The last time any property on the quote was modified
Global Term Line Item Discount Percentage	String	False		True	For internal HubSpot Application use only. Global term for the discount percentage applied.
Global Term Line Item Discount Percentage Enabled	Bool	False		True	For internal HubSpot Application use only. Indicates if the Global term for the discount percentage is enabled.
Global Term Line Item Recurring Billing Period	String	False		True	For internal HubSpot Application use only. Global term for product recurring billing duration.
Global Term Line Item Recurring Billing Period Enabled	Bool	False		True	For internal HubSpot Application use only. Indicates if the Global term for product recurring billing duration is enabled.
Global Term Line Item Recurring Billing Start Date	String	False		True	For internal HubSpot Application use only. Global term for recurring billing start date for a line item.
Global Term Line Item Recurring Billing Start Date Enabled	Bool	False		True	For internal HubSpot Application use only. Indicates if the Global term for recurring billing start date for a line item is enabled.
Global Term Line Item Recurring Billing Frequency	String	False		True	For internal HubSpot Application use only. Global term for how frequently the product is billed.
Global Term Line Item Recurring Billing Frequency Enabled	Bool	False		True	For internal HubSpot Application use only. Indicates if the Global term for how frequently the product is billed is enabled
Locale	String	False		True	The locale for displaying this quote publicly
Locked	Bool	True		True	Indicates if this quote is locked and can never be updated
Merged object IDs	String	True		True	The list of object IDs that have been merged into this object. This value is automatically set by HubSpot and may not be modified.
Record ID	Decimal	True		True	The unique ID for this record. This value is automatically set by HubSpot and may not be modified.
Payment date	Datetime	True		True	The date the quote was paid by the customer
Payment Status	String	True		True	Payment status for the quote
Payment Type	String	False		True	Payment type for the quote if payment is enabled
Quote PDF download link	String	True		True	The link to download a pdf of a quote
Proposal Domain	String	True		True	Domain this proposal should be served from
Proposal Slug	String	True		True	Path to serve this proposal from
Proposal Template	String	False		True	Template Path this proposal is rendered with
Public URL key	String	True		True	Key for accessing quote document URL
Quote Total Preference	String	False		True	What LineItem property will be used to calculate the Quote Amount
Read Only Object	Bool	True		True	Is the object read only
Sender image URL	String	False		True	URL to image of the sender avatar image to be set on the quote
Quote Slug	String	False		True	Path to serve this quote from
Template Type	String	False		True	Whether this Quote is rendered with the default templates
Test mode	Bool	False		True	Indicates if the quote is in test mode
Unique creation key	String	True		True	Unique property used for idempotent creates
Updated by user ID	Decimal	True		True	The user that last updated this object. This value is automatically set by HubSpot and may not be modified.
User IDs of all notification followers	String	True		True	The user IDs of all users that have clicked follow within the object to opt_in to getting follow notifications
User IDs of all notification unfollowers	String	True		True	The user IDs of all object owners that have clicked unfollow within the object to opt_out of getting follow notifications
User IDs of all owners	String	True		True	The user IDs of all owners of this object
Owner assigned date	Datetime	True		True	The date an owner was assigned to the quote
Sender company name	String	False		True	The name of the company sending this quote
Sender first name	String	False		True	First name of the sender of this quote
Quote title	String	False		True	The title of this quote
Expiration date	Datetime	False		True	The date that this quote expires
Sender company domain	String	False		True	The domain of the company sending this quote
Sender last name	String	False		True	Last name of the sender of this quote
Comments to buyer	String	False		True	Comments to the buyer
Sender company street address	String	False		True	The street address of the company sending this quote
Sender email	String	False		True	Email address of the sender of this quote
Sender company street address 2	String	False		True	The second line of the street address of the company sending this quote
Sender phone number	String	False		True	Phone number of the sender of this quote
Terms	String	False		True	Any relevant information about pricing_ purchasing terms_ and_or master agreements
Logo URL	String	False		True	URL to image of the logo displayed on the quote
Sender company city	String	False		True	The city in which the company sending this quote is located
Sender job title	String	False		True	Job title of the sender of this quote
Sender company state_region	String	False		True	The state_region in which the company sending this quote is located
Space for written signature	Bool	False		True	Indicates if the quote document should have a place for a written signature
Branding color	String	False		True	Color value used on the quote document
Recent Sales Email Replied Date	Datetime	True		True	The last time a tracked sales email was replied to for this quote
Sender company postal code	String	False		True	The zip code in which the company sending this quote is located
Space for written countersignature	Bool	False		True	Indicates if the quote document should have a place for a written countersignature
Quote owner	String	False		True	The owner of the quote
Last Contacted	Datetime	True		True	The last timestamp when a call_ email or meeting was logged for this quote
Last Activity Date	Datetime	True		True	The last time a note_ call_ email_ meeting_ or task was logged for a quote. This is set automatically by HubSpot based on user actions in the quote record.
Next Activity Date	Datetime	True		True	The date of the next upcoming activity for this quote
Number of times contacted	Decimal	True		True	The number of times a call_ email or meeting was logged for this quote
Number of Sales Activities	Decimal	True		True	Number of sales activities for this quote
Currency	String	False		True	Currency code for the quote
Sender company country	String	False		True	The country in which the company sending this quote is located
HubSpot team	String	True		True	The name of the team associated with the owner of the quote
All owner ids	String	True		True	The value of all owner referencing properties for this object_ both default and custom
Sender company image URL	String	False		True	URL to image of the sender company image to be set on the quote
Time zone	String	False		True	Timezone for displaying dates on the quote
All team ids	String	True		True	The team ids corresponding to all owner referencing properties for this object_ both default and custom
Payment enabled	Bool	False		True	Indicates if payment can be collected via the quote link
All accessible team ids	String	True		True	The team ids_ including up the team hierarchy_ corresponding to all owner referencing properties for this object_ both default and custom
ESign enabled	Bool	False		True	Indicates if esign is enabled for quote
Associated Deals	Decimal	True		True	The number of deals associated with this quote. This is set automatically by HubSpot.
ESign number of signers required	Decimal	True		True	Total number of signers required for this quote to be fully signed
Legacy Quote Template	String	False		True	The legacy quote template used to generate a quote. These templates will be sunset on Dec. 12th 2022.
ESign completed signatures	Decimal	True		True	Number of completed signatures collected so far
Quote amount	Decimal	True		True	The total due for the quote
Quote approval status	String	False		True	Approval status of the quote
Quote number	String	False		True	Reference number shown on quote document
Collect shipping address	Bool	False		True	Indicates if shipping address should be collected with this quote