Quote
Represents sales quotes, tracking pricing details and products offered to customers.
Columns
| Name | Type | ReadOnly | References | Description |
| Id [KEY] | String | True |
Unique identifier for the quote record. | |
| IsDeleted | Boolean | True |
Indicates whether the quote has been deleted from the system. | |
| Name | String | False |
Name or title of the quote used to identify it in lists and reports. | |
| CreatedDate | Datetime | True |
Date and time when the quote was initially created. | |
| CreatedById | String | True |
User.Id |
Identifier of the user who created the quote. |
| LastModifiedDate | Datetime | True |
Date and time when the quote was most recently updated. | |
| LastModifiedById | String | True |
User.Id |
Identifier of the user who last modified the quote. |
| SystemModstamp | Datetime | True |
System-generated timestamp indicating the most recent change to the quote record. | |
| LastViewedDate | Datetime | True |
Date and time when the quote was last viewed by a user. | |
| LastReferencedDate | Datetime | True |
Date and time when the quote was last referenced in a related record or automation. | |
| OpportunityId | String | False |
Opportunity.Id |
Identifier of the opportunity associated with this quote. |
| Pricebook2Id | String | False |
Pricebook2.Id |
Identifier of the price book used to determine pricing for the quote. |
| ContactId | String | False |
Contact.Id |
Identifier of the contact associated with this quote, typically the customer. |
| QuoteNumber | String | True |
Auto-generated number that uniquely identifies the quote for tracking purposes. | |
| IsSyncing | Boolean | True |
Indicates whether the quote is currently syncing with the opportunity record. | |
| ShippingHandling | Double | False |
Total shipping and handling charges included in the quote. | |
| Tax | Double | False |
Total tax amount applied to the quote. | |
| Status | String | False |
Current status of the quote, such as Draft, Presented, or Accepted. | |
| ExpirationDate | Datetime | False |
Date when the quote expires and is no longer valid. | |
| Description | String | False |
Optional text description providing additional context about the quote. | |
| Subtotal | Double | True |
Sum of line item totals before tax, discount, or shipping is applied. | |
| TotalPrice | Double | True |
Total price for the quote after applying discounts but before tax and shipping. | |
| LineItemCount | Int | True |
Number of product or service line items included in the quote. | |
| BillingStreet | String | False |
Street address where the bill will be sent. | |
| BillingCity | String | False |
City associated with the billing address. | |
| BillingState | String | False |
State or province associated with the billing address. | |
| BillingPostalCode | String | False |
Postal or ZIP code for the billing address. | |
| BillingCountry | String | False |
Country for the billing address. | |
| BillingLatitude | Double | False |
Latitude coordinate for geolocation of the billing address. | |
| BillingLongitude | Double | False |
Longitude coordinate for geolocation of the billing address. | |
| ShippingStreet | String | False |
Street address where the products or services will be delivered. | |
| ShippingCity | String | False |
City associated with the shipping address. | |
| ShippingState | String | False |
State or province for the shipping destination. | |
| ShippingPostalCode | String | False |
Postal or ZIP code for the shipping address. | |
| ShippingCountry | String | False |
Country for the shipping address. | |
| ShippingLatitude | Double | False |
Latitude coordinate for geolocation of the shipping address. | |
| ShippingLongitude | Double | False |
Longitude coordinate for geolocation of the shipping address. | |
| QuoteToStreet | String | False |
Street address of the primary recipient for the quote. | |
| QuoteToCity | String | False |
City associated with the quote recipient's address. | |
| QuoteToState | String | False |
State or province for the quote recipient's address. | |
| QuoteToPostalCode | String | False |
Postal or ZIP code for the quote recipient's address. | |
| QuoteToCountry | String | False |
Country for the quote recipient's address. | |
| QuoteToLatitude | Double | False |
Latitude coordinate for geolocation of the quote recipient's address. | |
| QuoteToLongitude | Double | False |
Longitude coordinate for geolocation of the quote recipient's address. | |
| AdditionalStreet | String | False |
Street address for an additional recipient or reference location. | |
| AdditionalCity | String | False |
City for the additional recipient or secondary location. | |
| AdditionalState | String | False |
State or province for the additional recipient's address. | |
| AdditionalPostalCode | String | False |
Postal or ZIP code for the additional recipient's address. | |
| AdditionalCountry | String | False |
Country for the additional recipient's address. | |
| AdditionalLatitude | Double | False |
Latitude coordinate for geolocation of the additional address. | |
| AdditionalLongitude | Double | False |
Longitude coordinate for geolocation of the additional address. | |
| BillingName | String | False |
Name of the individual or company listed on the billing address. | |
| ShippingName | String | False |
Name of the individual or company receiving the shipment. | |
| QuoteToName | String | False |
Name of the primary individual or entity receiving the quote. | |
| AdditionalName | String | False |
Name associated with the additional recipient or location. | |
| String | False |
Email address used for quote-related communication. | ||
| Phone | String | False |
Primary phone number associated with the quote. | |
| Fax | String | False |
Fax number provided for quote correspondence, if applicable. | |
| Discount | Double | True |
Total discount applied to the quote across all line items. | |
| GrandTotal | Double | True |
Final total amount of the quote, including tax, discounts, and shipping. |