CData Python Connector for HubSpot

Build 23.0.8839

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

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Build 23.0.8839