Tableau Connector for HubSpot

Build 24.0.9062

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 24.0.9062