Quote

The Quote object represents a quote, which is a record showing proposed prices for products and services. Quotes can be created from and synced with opportunities, and emailed as PDFs to customers

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
AdditionalCity	Type string Properties Filter, Group, Nillable, Sort Description City for the quote's additional address.
AdditionalCountry	Type string Properties Filter, Group, Nillable, Sort Description Country for the quote's additional address.
AdditionalName	Type string Properties Filter, Group, Nillable, Sort Description Name associated with the quote's additional address. Limited: 255 characters.
AdditionalPostalCode	Type string Properties Filter, Group, Nillable, Sort Description Postal Code for the quote's additional address.
AdditionalState	Type string Properties Filter, Group, Nillable, Sort Description State for the quote's additional address.
AdditionalStreet	Type textarea Properties Filter, Nillable, Group, Sort Description Street name for the quote's additional address.
BillingCity	Type string Properties Filter, Group, Nillable, Sort Description City for the quote's billing address.
BillingCountry	Type string Properties Filter, Group, Nillable, Sort Description Country for the quote's billing address.
BillingName	Type string Properties Filter, Group, Nillable, Sort Description The entity the quote is billed to.
BillingPostalCode	Type string Properties Filter, Group, Nillable, Sort Description Postal Code for the quote's billing address.
BillingState	Type string Properties Filter, Group, Nillable, Sort Description State for the quote's billing address.
BillingStreet	Type textarea Properties Filter, Group, Nillable, Sort Description Street name for the quote's billing address.
ContactId	Type reference Properties Filter, Group, Nillable, Sort Description ID of the contact on the quote.
CurrencyIsoCode	Type picklist Properties Filter, Restricted picklist Description Available only for organizations with the multicurrency feature enabled. Contains the ISO code for any currency allowed by the organization. If the organization has multicurrency and a Pricebook2Id specified on the quote, then the currency value of this field must match the currency of the PricebookEntry objects that are associated with any quote line items it has. This value is copied from the related Opportunity and can't be changed.
Description	Type textarea Properties Nillable Description Text description of the quote. Limit: 32,000 characters.
Discount	Type percent Properties Filter, Nillable, Sort Description The difference between the sum of the QuoteLineItem record'sSubtotal and the sum of the QuoteLineItem record's Discount totals. Expressed as a percentage.
Email	Type email Properties Filter, Group, Nillable, Sort Description Email address of the contact associated with the quote.
Expiration Date	Type date Properties Create, Filter, Nillable, Update Description Date this quote is no longer valid.
Fax	Type phone Properties Create, Filter, Nillable, Update Description Fax number for the contact associated with the quote.
GrandTotal	Type currency Properties Filter, Nillable Description Total price of the quote plus shipping and taxes.
IsSyncing	Type boolean Properties Defaulted on create, Filter Description Indicates whether the quote is syncing with an opportunity.
LineItemCount	Type int Properties Filter, Nillable Description Number of line items on the quote.
Name	Type string Properties Create, Filter, idLookup, Update Description Required. Name for the quote. Limit: 225 characters.
OpportunityId	Type reference Properties Create, Filter Description ID for the opportunity associated with the quote.
Phone	Type phone Properties Create, Filter, Nillable, Update Description Phone number of the contact associated with the quote.
Pricebook2Id	Type reference Properties Create, Filter, Nillable, Update Description ID of a related Pricebook2 object. The Pricebook2Id field indicates which Pricebook2 applies to this quote.
QuoteNumber	Type string Properties Defaulted on create, Filter Description Automatically-generated number identifying the quote.
QuoteToCity	Type string Properties Create, Filter, Nillable, Update Description City for the address to send the quote to for approval, such as a third party-agency representing a buyer.
QuoteToCountry	Type string Properties Create, Filter,Nillable, Update Description Country for the address to send the quote to for approval.
QuoteToName	Type string Properties Create, Filter, Nillable, Update Description Name of the entity (such as a person or business) the quote is sent to for approval. Limit: 255 characters.
QuoteToPostalCode	Type string Properties Create, Filter, Nillable, Update Description Postal code for the address to send the quote to for approval.
QuoteToState	Type string Properties Create, Filter, Nillable, Update Description State for the address to send the quote to for approval.
QuoteToStreet	Type textarea Properties Create, Filter, Nillable, Update Description Street name for the address to send the quote to for approval.
RecordTypeID	Type reference Properties Create, Filter, Nillable, Update Description ID of the record type assigned to the object.
ShippingCity	Type string Properties Create, Filter, Nillable, Update Description City for the quote's shipping address.
ShippingCountry	Type string Properties Create, Filter, Nillable, Update Description Country for the quote's shipping address.
ShippingHandling	Type currency Properties Create, Filter, Nillable, Update Description Total shipping and handling costs for the quote.
ShippingName	Type string Properties Create, Filter, Nillable, Update Description Name of the entity (such as a person or business) the quote is sent to for approval.
ShippingPostalCode	Type string Properties Create, Filter, Nillable, Update Description Postal code for the quote's shipping address.
ShippingState	Type string Properties Create, Filter, Nillable, Update Description State for the quote's shipping address.
ShippingStreet	Type textarea Properties Create, Filter, Nillable, Update Description Street name for the quote's shipping address.
Status	Type picklist Properties Create, Filter, Nillable, Update Description Current status of the quote. The standard options are: —None— Draft Needs Review In Review Approved Rejected Presented Accepted Denied
Subtotal	Type currency Properties Filter, Nillable Description Line item's sales price multiplied by the quantity minus the discount.
Tax	Type currency Properties Create, Filter, Nillable, Update Description Total taxes for the quote.
TotalPrice	Type currency Properties Filter, Nillable Description Total of the quote line items after discounts and before taxes and shipping.

Usage

Use Quote to manage proposed product prices for customers. To update a Quote, your client application needs “Edit” permission.

Client applications can create, update, delete, and query Attachment records associated with a quote via the API.
You can sync a quote and its parent Opportunity.