Quotes

Lists all quotes in HubSpot, useful for managing proposals and sales offers.

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: =, !=, <, <=, >, >=, IN

Further filtering is available using AND and OR combinations. A maximum of 3 OR operators are supported server-side, with each of these operators supporting up to 3 AND operators inside of them. For example:

SELECT * FROM Quotes
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} 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	True		True	Unique identifier assigned to the quote record.
Archived	Bool	True		False	Indicates whether the quote record is archived and no longer actively used.
CreatedAt	Datetime	True		False	Timestamp marking when the quote was initially created.
UpdatedAt	Datetime	True		False	Timestamp of the most recent update to the quote record.
Business units	String	False		True	Business units to which this quote record is assigned.
Allowed Payment Methods	String	False		True	Accepted forms of payment if the quote uses HubSpot Payments.
Quote Approver	String	False		True	Name or identifier of the individual who approved the quote, if applicable.
Collect Billing Address	Bool	False		True	Indicates whether the billing address should be collected with this quote.
Created by user ID	Decimal	True		True	User ID of the individual who created the quote. Set automatically by HubSpot.
Create date	Datetime	True		True	Date when the quote was created.
Quote Domain	String	False		True	Domain from which this quote will be served publicly.
ESign Date	Datetime	True		True	Timestamp when all required parties completed electronic signing of the quote.
Expiration Template Path	String	False		True	Internal path to the expiration template associated with the quote.
Quote approval feedback	String	False		True	Feedback submitted during the approval process for the quote.
Language	String	False		True	Language in which the quote is displayed publicly.
Last modified date	Datetime	True		True	Date and time when any property on the quote was last modified.
Global Term Line Item Discount Percentage	String	False		True	Internal HubSpot value representing the global discount percentage applied to line items.
Global Term Line Item Discount Percentage Enabled	Bool	False		True	Indicates whether the global discount percentage is enabled for this quote.
Global Term Line Item Recurring Billing Period	String	False		True	Internal HubSpot value representing the global recurring billing duration for line items.
Global Term Line Item Recurring Billing Period Enabled	Bool	False		True	Indicates whether the global recurring billing period is enabled for this quote.
Global Term Line Item Recurring Billing Start Date	String	False		True	Internal HubSpot value representing the global recurring billing start date for line items.
Global Term Line Item Recurring Billing Start Date Enabled	Bool	False		True	Indicates whether the global recurring billing start date is enabled for this quote.
Global Term Line Item Recurring Billing Frequency	String	False		True	Internal HubSpot value representing how often recurring billing occurs for line items.
Global Term Line Item Recurring Billing Frequency Enabled	Bool	False		True	Indicates whether the global recurring billing frequency is enabled for this quote.
Locale	String	False		True	Locale settings used to display the quote publicly, such as date formats and number formatting.
Locked	Bool	True		True	Indicates whether the quote is locked to prevent further edits.
Merged object IDs	String	True		True	List of object IDs that were merged into this quote record. Managed automatically by HubSpot.
Record ID	Decimal	True		True	Unique HubSpot-generated identifier for the quote record.
Payment date	Datetime	True		True	Date when the quote was paid by the customer, if applicable.
Payment Status	String	True		True	Current payment status of the quote, such as Paid or Pending.
Payment Type	String	False		True	Payment method used for the quote, if payment is enabled.
Quote PDF download link	String	True		True	Direct download link to the PDF version of the quote.
Proposal Domain	String	True		True	Domain from which this proposal document will be served publicly.
Proposal Slug	String	True		True	URL path segment used to serve the proposal document.
Proposal Template	String	False		True	Template path used to render the proposal associated with this quote.
Public URL key	String	True		True	Security key used for accessing the quote's public URL.
Quote Total Preference	String	False		True	The property from the line items that determines the quote's total amount.
Read Only Object	Bool	True		True	Indicates whether the quote record is set as read-only.
Sender image URL	String	False		True	URL of the sender's avatar image displayed on the quote.
Quote Slug	String	False		True	URL path segment used to serve the quote publicly.
Template Type	String	False		True	Indicates whether the quote uses a default HubSpot template for rendering.
Test mode	Bool	False		True	Indicates whether the quote is in test mode for non-production purposes.
Unique creation key	String	True		True	Unique property used to ensure idempotent creation of the quote record.
Updated by user ID	Decimal	True		True	User ID of the individual who last updated the quote. Set automatically by HubSpot.
User IDs of all notification followers	String	True		True	List of user IDs who opted in to receive notifications about updates to this quote.
User IDs of all notification unfollowers	String	True		True	List of owner user IDs who opted out of receiving notifications about this quote.
User IDs of all owners	String	True		True	List of user IDs who are owners of the quote.
Owner assigned date	Datetime	True		True	Date when an owner was last assigned to the quote. Set automatically by HubSpot.
Sender company name	String	False		True	Name of the company sending the quote.
Sender first name	String	False		True	First name of the person sending the quote.
Quote title	String	False		True	Title or headline given to the quote.
Expiration date	Datetime	False		True	Date when the quote expires and is no longer valid.
Sender company domain	String	False		True	Domain name of the company sending the quote.
Sender last name	String	False		True	Last name of the person sending the quote.
Comments to buyer	String	False		True	Optional comments provided to the buyer along with the quote.
Sender company street address	String	False		True	Street address of the company sending the quote.
Sender email	String	False		True	Email address of the person sending the quote.
Sender company street address 2	String	False		True	Additional address line for the company sending the quote, such as suite or apartment number.
Sender phone number	String	False		True	Phone number of the person sending the quote.
Terms	String	False		True	Terms and conditions, including pricing, purchasing terms, or master agreements associated with the quote.
Logo URL	String	False		True	URL of the logo image displayed on the quote document.
Sender company city	String	False		True	City where the company sending the quote is located.
Sender job title	String	False		True	Job title of the sender associated with the quote.
Sender company state_region	String	False		True	State or region where the company sending the quote is located.
Space for written signature	Bool	False		True	Indicates whether a space for a handwritten signature should be included on the quote.
Branding color	String	False		True	Primary color used for branding elements on the quote document.
Recent Sales Email Replied Date	Datetime	True		True	Date when a tracked sales email related to this quote was last replied to.
Sender company postal code	String	False		True	Postal code where the company sending the quote is located.
Space for written countersignature	Bool	False		True	Indicates whether a space for a handwritten countersignature should be included on the quote.
Quote owner	String	False		True	The HubSpot user assigned as the owner of the quote.
Last Contacted	Datetime	True		True	Date and time when the quote record was last associated with a logged call, email, or meeting.
Last Activity Date	Datetime	True		True	Date and time when the last activity (note, call, email, meeting, or task) was logged for the quote. Set automatically.
Next Activity Date	Datetime	True		True	Scheduled date for the next activity (such as a call or meeting) related to the quote.
Number of times contacted	Decimal	True		True	Total number of logged calls, emails, or meetings associated with the quote.
Number of Sales Activities	Decimal	True		True	Total number of logged sales activities, such as calls or meetings, related to the quote.
Currency	String	False		True	Currency code, such as USD or EUR, associated with the quote's financial amounts.
Sender company country	String	False		True	Country where the company sending the quote is located.
HubSpot team	String	True		True	Name of the HubSpot team associated with the owner of the quote.
All owner ids	String	True		True	List of all owner IDs, both default and custom, associated with the quote.
Sender company image URL	String	False		True	URL of the image representing the sender's company on the quote document.
Time zone	String	False		True	Time zone used to display dates and times on the quote document.
All team ids	String	True		True	List of team IDs related to all ownership fields for the quote, both default and custom.
Payment enabled	Bool	False		True	Indicates whether payments can be collected directly through the quote's public link.
All accessible team ids	String	True		True	List of all team IDs accessible through team hierarchy for ownership fields linked to the quote.
ESign enabled	Bool	False		True	Indicates whether electronic signature (eSign) functionality is enabled for the quote.
Associated Deals	Decimal	True		True	Number of deals associated with this quote. Set automatically by HubSpot.
ESign number of signers required	Decimal	True		True	Total number of signatures required for the quote to be considered fully signed.
Legacy Quote Template	String	False		True	The legacy template used to generate the quote document. These templates were sunset on December 12, 2022.
ESign completed signatures	Decimal	True		True	Number of completed electronic signatures collected so far on the quote.
Quote amount	Decimal	True		True	The total monetary value due for the quote.
Quote approval status	String	False		True	Approval status of the quote, such as Approved, Pending, or Rejected.
Quote number	String	False		True	Reference number assigned to the quote, displayed on the quote document.
Collect shipping address	Bool	False		True	Indicates whether a shipping address should be collected with this quote.