QuoteClause

Represents a clause associated with a quote. The content is copied from a source document clause, so updates to the quote clause remain independent of the source clause. This object is available in API version 68.0 and later.

Supported Calls

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

Fields

Content

Type: textarea
Properties: Create, Update
Description: The clause content on the quote, including any modified placeholder values.

CreatedById

Type: reference
Properties: Filter, Group, Sort
Description: The user who created this record.

CreatedDate

Type: dateTime
Properties: Filter, Sort
Description: The date and time when this record was created.

CurrencyIsoCode

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Available only if the multicurrency feature is enabled. Contains the ISO code for any currency allowed by the organization.
Default value: USD
Possible values:
- INR—Indian Rupee
- JPY—Japanese Yen
- USD—U.S. Dollar

DocumentClauseId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The document clause ID of the reference clause from the Document Clause Library.

This field is a relationship field.
Relationship Name: DocumentClause
Relationship Type: Lookup
Refers To: DocumentClause

Format

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description: Specifies whether the term’s content includes rich text formatting or not.
Default value: Non_Formatted
Possible values:
- Non_Formatted—Non Formatted
- Rich_Text—Rich Text

LastModifiedById

Type: reference
Properties: Filter, Group, Sort
Description: The user who most recently modified this record.

LastModifiedDate

Type: dateTime
Properties: Filter, Sort
Description: The date and time when this record was most recently modified.

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed this record. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the quote term typically derived from the name of the source clause.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The ID of the user that owns this record.

This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

QuoteId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The parent quote ID of the quote clause.

This field is a relationship field.
Relationship Name: Quote
Relationship Type: Lookup
Refers To: Quote

Reason

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Indicates the reason for which the clause was added to the quote.

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.

QuoteClauseChangeEvent: Change events are available for the object.
QuoteClauseFeed: Feed tracking is available for the object.
QuoteClauseHistory: History is available for tracked fields of the object.
QuoteClauseOwnerSharingRule: Sharing rules are available for the object.
QuoteClauseShare: Sharing is available for the object.