Quote

The Quote object represents a quote, which is a record showing proposed prices for products and services. Available in API version 18.0 and later.

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
AccountId	Type reference Properties Filter, Group, Nillable, Sort Description ID of the account that’s associated with the quote.
AdditionalAddress	Type address Properties Filter, Nillable Description Compound form of the additional address. Read-only. See Address Compound Fields for details on compound address fields.
AdditionalCity	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description City for the quote's additional address. Up to 40 characters allowed.
AdditionalCountry	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Country for the quote's additional address. Up to 80 characters allowed.
AdditionalCountryCode	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description ISO country code for the quote’s additional address.
AdditionalLatitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with AdditionalLongitude to specify the precise geolocation of an additional address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
AdditionalLongitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with AdditionalLatitude to specify the precise geolocation of an additional address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
AdditionalName	Type string Properties Filter, Group, Nillable, Sort Description Name associated with the quote's additional address. Limited: 255 characters.
AdditionalPostalCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Postal Code for the quote's additional address.
AdditionalState	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description State for the quote's additional address. Up to 80 characters allowed.
AdditionalStateCode	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description ISO state code for the quote’s additional address.
AdditionalStreet	Type textarea Properties Create, Filter, Nillable, Group, Sort, Update Description Street name for the quote's additional address.
BillingAddress	Type address Properties Filter, Nillable Description Compound form of the billing address. Read-only. See Address Compound Fields for details on compound address fields.
BillingCity	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description City for the quote's billing address. Up to 40 characters allowed.
BillingCountry	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Country for the quote's billing address. Up to 80 characters allowed.
BillingCountryCode	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description ISO country code for the quote’s billing address.
BillingLatitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with BillingLongitude to specify the precise geolocation of a billing address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
BillingLongitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with BillingLatitude to specify the precise geolocation of a billing address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
BillingName	Type string Properties Filter, Group, Nillable, Sort Description Entity that the quote is billed to.
BillingPostalCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Postal Code for the quote's billing address.
BillingState	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description State for the quote's billing address. Up to 80 characters allowed.
BillingStateCode	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description ISO state code for the quote’s billing address.
BillingStreet	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Street name for the quote's billing address.
CanCreateQuoteLineItems	Type boolean Properties Create, Defaulted on create, Group Description This field is not used.
ContactId	Type reference Properties Filter, Group, Nillable, Sort Description ID of the contact that’s associated with the quote.
ContractId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the contract that’s associated with the quote.
CurrencyIsoCode	Type picklist Properties Defaulted on create, 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 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 The email address of the contact who’s associated with the quote.
ExpirationDate	Type date Properties Create, Filter, Nillable, Update Description The date when this quote is no longer valid.
Fax	Type phone Properties Create, Filter, Nillable, Update Description The fax number for the contact who’s associated with the quote.
GrandTotal	Type currency Properties Filter, Nillable Description The 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.
LastReferencedDate	Type date Properties Filter, Nillable, Sort, Update Description The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LastViewedDate	Type date Properties Filter, Nillable, Sort, Update Description The timestamp when the current user last viewed this record or list view. If this value is null, the user might have only accessed this record or list view (LastReferencedDate) but not viewed it.
LineItemCount	Type int Properties Filter, Nillable Description The 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 The phone number of the contact who’s associated with the quote.
Pricebook2Id	Type reference Properties Create, Filter, Nillable, Update Description ID of the price book associated with the quote.
QuoteNumber	Type string Properties Defaulted on create, Filter Description A system-generated number that identifies the quote.
QuoteToAddress	Type address Properties Filter, Nillable Description Compound form of the quote to address. Read-only. See Address Compound Fields for details on compound address fields.
QuoteToCity	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description City for the address to send the quote to for approval, such as a third party-agency representing a buyer. Up to 40 characters allowed.
QuoteToCountry	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Country for the address to send the quote to for approval. Up to 80 characters allowed.
QuoteToLatitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with QuoteToLongitude to specify the precise geolocation of a quote to address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
QuoteToLongitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with QuoteToLatitude to specify the precise geolocation of a quote to address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
QuoteToName	Type string Properties Create, Filter, Nillable, Update Description The name of the entity (such as a person or business) that the quote is sent to for approval. Limit: 255 characters.
QuoteToPostalCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Postal code for the address to send the quote to for approval.
QuoteToState	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description State for the address to send the quote to for approval. Up to 80 characters allowed.
QuoteToStreet	Type textarea Properties Create, Filter, Group, Nillable, Sort, 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.
ShippingAddress	Type address Properties Filter, Nillable Description Compound form of the shipping address. Read-only. See Address Compound Fields for details on compound address fields.
ShippingCity	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description City for the quote's shipping address. Up to 40 characters allowed.
ShippingCountry	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Country for the quote's shipping address. Up to 80 characters allowed.
ShippingCountryCode	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description ISO country code for the quote’s shipping address.
ShippingHandling	Type currency Properties Create, Filter, Nillable, Update Description The total shipping and handling costs for the quote.
ShippingLatitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with ShippingLongitude to specify the precise geolocation of a shipping address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
ShippingLongitude	Type double Properties Create, Filter, Nillable, Sort, Update Description Used with ShippingLatitude to specify the precise geolocation of an address. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
ShippingName	Type string Properties Create, Filter, Nillable, Update Description The name of the entity (such as a person or business) that the quote is sent to for approval.
ShippingPostalCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Postal code for the quote's shipping address.
ShippingState	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description State for the quote's shipping address. Up to 80 characters allowed.
ShippingStateCode	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description ISO state code for the quote’s shipping address.
ShippingStreet	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Street name for the quote's shipping address.
Status	Type picklist Properties Create, Defaulted on create, Filter, Nillable, Update Description The 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 The sum of sales price multiplied by quantity for line items, not including the discount.
Tax	Type currency Properties Create, Filter, Nillable, Update Description The total taxes for the quote.
TotalPrice	Type currency Properties Filter, Nillable Description The 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.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

QuoteChangeEvent (API version 44.0): Change events are available for the object.
QuoteFeed (API version 39.0): Feed tracking is available for the object.
QuoteOwnerSharingRule (API version 41.0): Sharing rules are available for the object.
QuoteShare (API version 41.0): Sharing is available for the object.

Object Reference for Salesforce and Lightning Platform

Quote

Supported Calls

Fields

Usage

Associated Objects

See Also