--- schema_version: "1" id: 39a5b8a60b8d0e66321d677fbb70f92a42490e4006ceb3dbd465990493f334c2 title: Quote collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_quote.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quote.htm source_site: developer.salesforce.com content_type: documentation content_hash: ded7a8cf60a69900b5e932aee3c42add7f8e6ddf19a91c102fc0aab63f3907ef description: Represents a quote, which is a record showing proposed prices for products and services. Available in API version 18.0 and later. --- # Quote 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](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/compound_fields_address.htm "Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP API and REST API as an Address, a structured compound data type, as well as individual address elements. If you enabled Custom Address Fields, you can also add custom fields that mimic the standard address field behavior.") 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. | | BillToContactId | Type reference Properties Create, Filter, Nillable, Group, Sort, Update Description ID of the contact that the order is billed to. This field is available in API version 56.0 and later. This field is available with Subscription Management. | | BillingAddress | Type address Properties Filter, Nillable Description Compound form of the billing address. Read-only. See [Address Compound Fields](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/compound_fields_address.htm "Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP API and REST API as an Address, a structured compound data type, as well as individual address elements. If you enabled Custom Address Fields, you can also add custom fields that mimic the standard address field behavior.") 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. | | CalculationStatus | Type picklist Properties Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort 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. Possible values are: - CompletedWithPricing—Indicates that pricing is complete and tax will now be calculated. - CompletedWithTax—Indicates that pricing and tax calculation are complete. - CompletedWithoutPricing—Indicates that pricing and tax calculation were skipped. - ConfigurationFailed—Indicates that configuration failed. Available in API version 62.0 - ConfigurationInProgress—Indicates that the configuration is in progress. Available in API version 62.0 - GroupRampConfigurationFailed—Indicates that the checks for group ramps have failed. Available in API version 65.0 and later. - NotStarted - PriceCalculationFailed—Indicates that pricing failed. Available in API version 58.0 and later. - PriceCalculationInProgress—Available in API version 58.0 and later. - 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—Indicates that the requested quote changes weren’t saved. Available in API version 62.0 - QuoteRequestPartiallySaved—Indicates that the requested quote changes were partially saved. Available in API version 62.0 - ReconciliationFailed—Indicates that the arrangement of quote data failed. Available in API version 62.0 - 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—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 - TaxCalculationFailed - TaxCalculationInProcess - TaxCalculationSuccess—Available in API versions 56.0 and 57.0 - TaxCalculationWaiting The default value is NotStarted. | | CanCreateQuoteLineItems | Type boolean Properties Create, Defaulted on create, Group Description This field isn’t 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 The difference between the QuoteLineItem record’s subtotal and its discounted total, divided by the QuoteLineItem’s subtotal. 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. ![Note](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/images/icon_note.png) #### Note 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](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotelineitem.htm "Represents a quote line item, which is a member of the list of Product2 products associated with a quote, along with other information about those line items on that quote. Available in API version 18.0 and later.") object. | | IsSyncing | Type boolean Properties Defaulted on create, Filter Description Indicates whether the quote is syncing with an opportunity. | | InsuranceQuoteType | Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The type of insurance quote. Possible values are: - New Business - Renewal - Endorsement - Reinstatement - New Group Business - Group Endorsement - Group Renewal | | 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 but not viewed it directly. | | 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. | | QuoteAccountId | Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the account associated with the quote. This field is available in API version 58.0 and later 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 Refers To Account | | 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](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/compound_fields_address.htm "Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP API and REST API as an Address, a structured compound data type, as well as individual address elements. If you enabled Custom Address Fields, you can also add custom fields that mimic the standard address field behavior.") 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. | | RecordSource | Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description Specifies the source application context for the record. This field is available with Digital Insurance in API version 66.0 and later. Possible values are: - DigitalInsurance - Null | | RecordTypeID | Type reference Properties Create, Filter, Nillable, Update Description ID of the record type assigned to the object. | | RelatedWorkId | Type reference Properties Create, Filter, Group, Nillable, Sort 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. | | ShippingAddress | Type address Properties Filter, Nillable Description Compound form of the shipping address. Read-only. See [Address Compound Fields](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/compound_fields_address.htm "Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP API and REST API as an Address, a structured compound data type, as well as individual address elements. If you enabled Custom Address Fields, you can also add custom fields that mimic the standard address field behavior.") 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. | | TotalPriceWithTax | Type currency Properties Filter, Nillable, Sort Description The sum of TotalPrice and TotalTaxAmount. This field is available in API version 55.0 and later. This field is available if Subscription Management is enabled in your org. | | TotalTaxAmount | Type currency Properties Filter, Nillable, Sort Description The total amount of all taxes. This field is available in API version 55.0 and later. This field is available if Subscription Management is enabled in your org. This field is a calculated field. | ## 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](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.") (API version 44.0) Change events are available for the object. [QuoteFeed](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") (API version 39.0) Feed tracking is available for the object. [QuoteHistory](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.") (API version 57.0) History is available for tracked fields of the object. [QuoteOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.") (API version 41.0) Sharing rules are available for the object. [QuoteShare](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.") (API version 41.0) Sharing is available for the object. #### See Also - [QuoteLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotelineitem.htm "Represents a quote line item, which is a member of the list of Product2 products associated with a quote, along with other information about those line items on that quote. Available in API version 18.0 and later.") - [QuoteDocument](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotedocument.htm "Represents a quote in document format. Available in API version 18.0 and later.") - [Opportunity](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm "Represents an opportunity, which is a sale or pending deal.")