Quote

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

Introduced in API version 17.0.

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

  • Type: reference
  • Properties: Filter, Group, Nillable, Sort
  • Introduced: API version 30.0
  • Description: ID of the account that’s associated with the quote.
  • Relationship name: Account
  • Relationship type: relationship
  • Refers to: Account
  • Type: address
  • Properties: Filter, Nillable
  • Description: Compound form of the additional address. Read-only. See Address Compound Fields for details on compound address fields.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: City for the quote’s additional address. Up to 40 characters allowed.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Country for the quote’s additional address. Up to 80 characters allowed.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ISO country code for the quote’s additional address.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • 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.
  • 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.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Name associated with the quote’s additional address. Limited: 255 characters.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Postal Code for the quote’s additional address.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: State for the quote’s additional address. Up to 80 characters allowed.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ISO state code for the quote’s additional address.
  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Street name for the quote’s additional address.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Introduced: API version 65.0
  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Introduced: API version 65.0
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Introduced: API version 65.0
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Introduced: API version 56.0
  • Description: ID of the contact that the order is billed to. This field is available with Subscription Management.
  • Relationship name: BillToContact
  • Relationship type: relationship
  • Refers to: Contact
  • Type: address
  • Properties: Filter, Nillable
  • Description: Compound form of the billing address. Read-only. See Address Compound Fields for details on compound address fields.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: City for the quote’s billing address. Up to 40 characters allowed.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Country for the quote’s billing address. Up to 80 characters allowed.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ISO country code for the quote’s billing address.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • 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.
  • 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.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Entity that the quote is billed to.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Postal Code for the quote’s billing address.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: State for the quote’s billing address. Up to 80 characters allowed.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ISO state code for the quote’s billing address.
  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Street name for the quote’s billing address.

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Introduced: API version 52.0

  • Description:

    Price calculations are performed by Salesforce. Tax calculations are performed by a third-party tax provider integration with Salesforce. Both of these calculations are asynchronous, and you can use this field to see the status of the asynchronous processes.

    This field is available with Subscription Management or Revenue Cloud.

    The default value is NotStarted.

  • Possible values:

    • CompletedWithPricing — CompletedWithPricing — Indicates that pricing is complete and tax will now be calculated.
    • CompletedWithTax — CompletedWithTax — Indicates that pricing and tax calculation are complete.
    • CompletedWithoutPricing — CompletedWithoutPricing — Indicates that pricing and tax calculation were skipped.
    • ConfigurationFailed — ConfigurationFailed — Indicates that configuration failed. Available in API version 62.0
    • ConfigurationInProgress — ConfigurationInProgress — Indicates that the configuration is in progress. Available in API version 62.0
    • GroupRampConfigurationFailed — GroupRampConfigurationFailed — Indicates that the checks for group ramps have failed. Available in API version 65.0 and later.
    • NotStarted — NotStarted (default)
    • PriceCalculationFailed — PriceCalculationFailed — Indicates that pricing failed. Available in API version 58.0 and later.
    • PriceCalculationInProgress — PriceCalculationInProgress — Available in API version 58.0 and later.
    • PriceCalculationQueued — PriceCalculationQueued — The request is sent to the asynchronous price calculation process, but the process hasn’t started. Available in API version 58.0 and later.
    • QuoteRequestFailed — QuoteRequestFailed — Indicates that the requested quote changes weren’t saved. Available in API version 62.0
    • QuoteRequestPartiallySaved — QuoteRequestPartiallySaved — Indicates that the requested quote changes were partially saved. Available in API version 62.0
    • ReconciliationFailed — ReconciliationFailed — Indicates that the arrangement of quote data failed. Available in API version 62.0
    • ReconciliationInProgress — ReconciliationInProgress — Indicates that the arrangement of data is in progress. For a sales rep, this value appears as Saving on the quote page. Available in API version 62.0
    • SaveFailedOrIncomplete — SaveFailedOrIncomplete — Some or all of the records couldn’t be saved. For example, some of the quote line item records weren’t saved. Available in API version 58.0 and later.
    • Saving — Saving
    • TaxCalculationFailed — TaxCalculationFailed
    • TaxCalculationInProcess — TaxCalculationInProcess
    • TaxCalculationSuccess — TaxCalculationSuccess — Available in API versions 56.0 and 57.0
    • TaxCalculationWaiting — TaxCalculationWaiting

  • Default value: NotStarted

  • Type: boolean
  • Properties: Create, Defaulted on create, Group
  • Introduced: API version 40.0
  • Description: This field isn’t used.
  • Default value: false
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the contact that’s associated with the quote.
  • Relationship name: Contact
  • Relationship type: relationship
  • Refers to: Contact
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Introduced: API version 31.0
  • Description: ID of the contract that’s associated with the quote.
  • Relationship name: Contract
  • Relationship type: relationship
  • Refers to: Contract
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Text description of the quote. Limit: 32,000 characters.
  • Type: percent
  • Properties: Filter, Nillable, Sort
  • Description: The difference between the QuoteLineItem record’s subtotal and its discounted total, divided by the QuoteLineItem’s subtotal. Expressed as a percentage.
  • Type: email
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The email address of the contact who’s associated with the quote.
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when this quote is no longer valid.
  • Type: phone
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The fax number for the contact who’s associated with the quote.
  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: The total price of the quote plus shipping and taxes. The GrandTotal is a system-calculated summary field and is not directly referenceable or usable in custom formula fields on the Quote object. Attempts to do so result in an error message. For example, “Error: Field GrandTotal does not exist. Check spelling.” To perform calculations based on the total value of a quote, consider using a Roll-Up Summary field from related Quote Line Items or performing calculations directly on the QuoteLineItem object.

  • Type: boolean

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Introduced: API version 67.0

  • Default value: false

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Introduced: API version 18.0
  • Description: Indicates whether the quote is syncing with an opportunity.
  • Default value: false
  • Type: datetime
  • Properties: Filter, Nillable, Sort
  • Introduced: API version 60.0

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Introduced: API version 61.0

  • Relationship name: LegalEntity

  • Relationship type: relationship

  • Refers to: LegalEntity

  • Type: int
  • Properties: Filter, Group, Nillable, Sort
  • Introduced: API version 65.0
  • Type: int
  • Properties: Filter, Group, Nillable, Sort
  • Description: The number of line items on the quote.
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Required. Name for the quote. Limit: 225 characters.
  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: ID for the opportunity associated with the quote.
  • Relationship name: Opportunity
  • Relationship type: masterdetail
  • Refers to: Opportunity
  • Type: picklist
  • Properties: Filter, Group, Nillable, Restricted picklist, Sort
  • Introduced: API version 61.0

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Introduced: API version 59.0

  • Relationship name: PartnerAccount

  • Relationship type: relationship

  • Refers to: Account

  • Type: phone
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The phone number of the contact who’s associated with the quote.
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the price book associated with the quote.
  • Relationship name: Pricebook2
  • Relationship type: relationship
  • Refers to: Pricebook2

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Introduced: API version 63.0

  • Relationship name: PricingContract

  • Relationship type: relationship

  • Refers to: Contract

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Introduced: API version 58.0

  • Description:

    ID of the account associated with the quote. only when the Create Quotes Without a Related Opportunity setting on the Quotes Settings page is enabled.

    This field is a relationship field.

  • Relationship name: QuoteAccount

  • Relationship type: relationship

  • Refers to: Account

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, Sort
  • Description: A system-generated number that identifies the quote.
  • 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.
  • 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.
  • 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.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • 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.
  • 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.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the entity (such as a person or business) that the quote is sent to for approval. Limit: 255 characters.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Postal code for the address to send the quote to for approval.
  • 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.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Street name for the address to send the quote to for approval.

  • Type: reference

  • Properties: Filter, Group, Nillable, Sort

  • Introduced: API version 65.0

  • Relationship name: RelatedQuote

  • Relationship type: relationship

  • Refers to: Quote

  • Type: picklist
  • Properties: Filter, Group, Nillable, Restricted picklist, Sort
  • Introduced: API version 65.0
  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Introduced: API version 61.0
  • Description: Relationship field that’s visible only if Field Service and Quotes are enabled in the Salesforce org. This field refers to the work order that the quote is created from. When a mobile worker creates a quote using the New Quote action in the Field Service mobile app, this field is automatically populated. This field is used in the related list that shows all of the quotes related to the work order.
  • Relationship name: RelatedWork
  • Relationship type: relationship
  • Refers to: WorkOrder

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Introduced: API version 61.0

  • Relationship name: SalesTransactionType

  • Relationship type: relationship

  • Refers to: SalesTransactionType

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Introduced: API version 60.0
  • Type: address
  • Properties: Filter, Nillable
  • Description: Compound form of the shipping address. Read-only. See Address Compound Fields for details on compound address fields.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: City for the quote’s shipping address. Up to 40 characters allowed.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Country for the quote’s shipping address. Up to 80 characters allowed.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ISO country code for the quote’s shipping address.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total shipping and handling costs for the quote.
  • 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.
  • 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.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the entity (such as a person or business) that the quote is sent to for approval.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Postal code for the quote’s shipping address.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: State for the quote’s shipping address. Up to 80 characters allowed.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ISO state code for the quote’s shipping address.
  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Street name for the quote’s shipping address.
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Introduced: API version 61.0

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update

  • Description:

    The status of the quote. The standard options are:

    • —None—
    • Draft
    • Needs Review
    • In Review
    • Approved
    • Rejected
    • Presented
    • Accepted
    • Denied
  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: The sum of sales price multiplied by quantity for line items, not including the discount.
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total taxes for the quote.
  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: The total of the quote line items after discounts and before taxes and shipping.
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Introduced: API version 65.0
  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Introduced: API version 52.0
  • Description: The sum of TotalPrice and TotalTaxAmount. This field is available if Subscription Management is enabled in your org.

  • Type: currency

  • Properties: Filter, Nillable, Sort

  • Introduced: API version 52.0

  • Description:

    The total amount of all taxes. This field is available if Subscription Management is enabled in your org.

    This field is a calculated field.

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Introduced: API version 63.0
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Introduced: API version 61.0

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.

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.