OBJECT
QuoteEntity

Price offer for a customer, usually prepared from an opportunity, with product line items; it moves through a quote process.
GraphQL Schema definition

type QuoteEntity {
# Values of the record's custom fields as a JSON object keyed by custom field 
# apiName (camelCase).
# 
# Arguments
# apiNames: Api names of custom fields to retrieve. All are 
# returned if not set.
customFields(apiNames: [String!]): JSONString! 
# Filled only when a single record is read by its id; otherwise null or an empty 
# list.
pendingScheduledActions: Int 
# True when the record is protected against deletion because it must always exist 
# in the space. Deleting a record that is not protected can still fail on other 
# checks. Read-only.
isDeleteProtected: Boolean! 
# Unique identifier of entity.
id: ID! 
# Specifies if the entity is considered deleted.
isDeleted: Boolean 
# Last modification time.
modified: DateTime 
# Creation time.
created: DateTime 
# Currency exchange rate list used to convert monetary fields linked to this 
# quote. Empty to inherit the team space default.
currencyExchangeRatesList: CurrencyExchangeRatesListEntity 
# Opportunity this quote was prepared for. Empty for standalone quotes.
oppty: OpportunityEntity 
# Sales user who owns this quote.
owner: ClientEntity 
# Currency used for product line-item prices on this quote.
productCurrency: CurrencyEntity 
# Product price list used to populate prices for product line items added to this 
# quote. Empty to use catalog defaults.
productPriceList: ProductPriceListEntity 
# Quote type that classifies this quote. Each type maps to one quote process and 
# drives which form, fields and stages apply.
quoteType: QuoteTypeEntity 
# Configurable reason recorded when the quote is archived (lost). Required when 
# the lost form mandates it.
reasonOfClose: DataEntity 
# Quote-process step the quote is currently sitting in. Reaching the last step in 
# the process marks the quote as accepted.
step: StepEntity 
# Sales unit this quote is assigned to. Determines which team members can see the 
# record under unit-based sharing.
unit: SalesUnitEntity 
# Id of the currency exchange rate list applied to this quote.
currencyExchangeRatesListId: ID 
# Free-form description of the quote.
description: String 
# Date after which the quote is no longer considered valid.
expirationDate: Date 
# True when the quote has been archived (lost). Archived quotes remain readable 
# but are hidden from active lists and cannot be edited until reactivated.
isArchived: Boolean 
# Name of the entity and its default text representation.
name: String! 
# Id of the opportunity.
opptyId: ID 
# Id of the quote owner.
ownerId: ID! 
# Id of the currency used for product line-item prices on this quote.
productCurrencyId: ID 
# Id of the price list that supplies prices for product line items added to this 
# quote, or empty to use catalog defaults.
productPriceListId: ID 
# Product sections grouping the record's line items, as a JSON array of {"id": 
# , "name": } objects. Validated on write. Full structure: 
# https://api-doc.coevera.com/latest/graphql/space/productsection.doc.html This 
# payload conforms to the `ProductSection` JSON Schema: 
# https://api-doc.coevera.com/schemas/ProductSection.json
productSections: [ProductSection!] 
# Free-text company email captured at quote creation when no Account record has 
# been linked yet.
quickAccountEmail: String 
# Free-text company name captured at quote creation when no Account record has 
# been linked yet.
quickAccountName: String 
# Free-text company phone captured at quote creation when no Account record has 
# been linked yet.
quickAccountPhone: String 
# Free-text contact name captured at quote creation when no Contact record has 
# been linked yet.
quickContactName: String 
# Free-text contact email captured at quote creation when no Contact record has 
# been linked yet.
quickEmail: String 
# Free-text contact phone captured at quote creation when no Contact record has 
# been linked yet.
quickPhone: String 
# Auto-generated sequential identifier of the quote, used for human-readable 
# reference.
quoteNumber: String 
# Id of the quote type that classifies this quote.
quoteTypeId: ID 
# Free-form note explaining why the quote was archived (lost).
reasonOfCloseDescription: String 
# Id of the reason of close option selected when the quote was archived (lost).
reasonOfCloseId: ID 
# Sharing model applied on top of the owner/unit visibility (e.g. shared with 
# selected sales units or selected users). The matching sharingUnits / 
# sharingClients lists control who is granted access.
shareMode: ShareModeEnum 
# Id of the quote-process step.
stepId: ID! 
# Id of the sales unit.
unitId: ID 
# Revision number of the quote, incremented when a new version of the same quote 
# is created.
version: Int 
# Revision when entity was lastly changed.
revision: Int 
# Total monetary value of the quote in the team space base currency, with the 
# foreign value and currency code preserved alongside.
totalAmount: CurrencyForeignField 
# Product line items on this quote. Each entry holds the product, quantity, price 
# and discount that contribute to totalAmount.
# 
# Arguments
# filter: Filter Product relations by target Product attributes.
# filterEdge: Filter OpptyProductRelation relations by edge 
# (relation) OpptyProductRelation attributes.
# orderBy: Order Product relations by target Product attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
productRelations(
filter: ProductFilterInput,
filterEdge: OpptyProductRelationFilterInput,
orderBy: [ProductOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): OpptyProductRelationEntityConnection 
# Primary contact of this quote. Set automatically from the contact relation 
# marked as primary.
primaryContact: ContactEntity 
# Primary account of this quote. Set automatically from the account relation 
# marked as primary.
primaryAccount: AccountEntity 
# Contacts linked to this quote.
# 
# Arguments
# filter: Filter Contact relations by target Contact attributes.
# filterEdge: Filter QuoteContactRelation relations by edge 
# (relation) QuoteContactRelation attributes.
# orderBy: Order Contact relations by target Contact attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
contactRelations(
filter: ContactFilterInput,
filterEdge: QuoteContactRelationFilterInput,
orderBy: [ContactOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): QuoteContactRelationEntityConnection 
# Accounts linked to this quote, including the primary-account flag.
# 
# Arguments
# filter: Filter Account relations by target Account attributes.
# filterEdge: Filter QuoteAccountRelation relations by edge 
# (relation) QuoteAccountRelation attributes.
# orderBy: Order Account relations by target Account attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
accountRelations(
filter: AccountFilterInput,
filterEdge: QuoteAccountRelationFilterInput,
orderBy: [AccountOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): QuoteAccountRelationEntityConnection 
# Documents linked to this quote.
# 
# Arguments
# filter: Filter CloudObject relations by target CloudObject 
# attributes.
# filterEdge: Filter CloudObjectRelation relations by edge 
# (relation) CloudObjectRelation attributes.
# orderBy: Order CloudObject relations by target CloudObject 
# attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
documents(
filter: CloudObjectFilterInput,
filterEdge: CloudObjectRelationFilterInput,
orderBy: [CloudObjectOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): CloudObjectRelationEntityConnection 
# Sales units that have been granted shared access to this quote. Editable only 
# when shareMode allows unit sharing.
# 
# Arguments
# filter: Filter SalesUnit relations by target SalesUnit 
# attributes.
# filterEdge: Filter QuoteSharingSalesUnitRelation relations by 
# edge (relation) QuoteSharingSalesUnitRelation attributes.
# orderBy: Order SalesUnit relations by target SalesUnit 
# attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
sharingUnits(
filter: SalesUnitFilterInput,
filterEdge: QuoteSharingSalesUnitRelationFilterInput,
orderBy: [SalesUnitOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): QuoteSharingSalesUnitRelationEntityConnection 
# Users that have been granted shared access to this quote. Editable only when 
# shareMode allows user sharing.
# 
# Arguments
# filter: Filter Client relations by target Client attributes.
# filterEdge: Filter QuoteSharingClientRelation relations by edge 
# (relation) QuoteSharingClientRelation attributes.
# orderBy: Order Client relations by target Client attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
sharingClients(
filter: ClientFilterInput,
filterEdge: QuoteSharingClientRelationFilterInput,
orderBy: [ClientOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): QuoteSharingClientRelationEntityConnection 
# Current status of the quote (Open, Lost, Accepted). Read-only; derived from the 
# current step and the archived flag.
status: QuoteStatusEnum! 
# Display version of the quote name, used in lists and references.
formattedName: String! 
# True when the current authenticated user has marked this quote as favorite. 
# Per-user.
isFavorite: Boolean! 
# If quote is set as active in opportunity.
isActiveInOpportunity: Boolean 
# Filled only when a single record is read by its id; otherwise null or an empty 
# list.
viewerIdsPerSalesUnit: [UUID!]! 
# Timestamp of the most recent modification made by an end user (excluding system 
# changes). Read-only; computed by Coevera.
modifiedByUser: DateTime 
# Saved view profiles this quote currently matches.
# 
# Arguments
# filter: Filter Profile relations by target Profile attributes.
# filterEdge: Filter ProfileRelation relations by edge (relation) 
# ProfileRelation attributes.
# orderBy: Order Profile relations by target Profile attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
staticProfiles(
filter: ProfileFilterInput,
filterEdge: ProfileRelationFilterInput,
orderBy: [ProfileOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): ProfileRelationEntityConnection 
# Tag labels applied to this quote.
# 
# Arguments
# filter: Filter Tag relations by target Tag attributes.
# filterEdge: Filter TagRelation relations by edge (relation) 
# TagRelation attributes.
# orderBy: Order Tag relations by target Tag attributes.
# includeDeleted: Returns deleted target records as well. Default 
# is true.
# before: Cursor until which to take entities to result set.
# after: Cursor after which to start taking entities to result 
# set.
# first: Number of entities to return from beginning of the 
# result set.
# last: Return only the "last" number of entities from result 
# set.
tags(
filter: TagFilterInput,
filterEdge: TagRelationFilterInput,
orderBy: [TagOrderByInput!],
includeDeleted: Boolean,
before: String,
after: String,
first: Int,
last: Int
): TagRelationEntityConnection 
# Permissions the current user has on this record, out of the requested ones.
# 
# Arguments
# permissions: Permissions to check; the result lists those the 
# current user has.
instancePermissions(permissions: [EntityPermsEnum!]!): [EntityPermsEnum!]! 
# Records of the given entity type that are related to this record, as a drilldown 
# list.
# 
# Arguments
# entityType: Entity type of the related records to list.
relatedEntitiesDrilldown(entityType: EntityNameEnum!): CompactViewDrilldownModel! 
# Data of the given preview pane charts and lists, computed for this record.
# 
# Arguments
# ids: Ids of the charts to compute, taken from the charts of the 
# record type's interface preview. Comment charts are not supported.
charts(ids: [UUID!]!): [DashboardChartData!] 
# Records behind one preview pane chart of this record: all records of a list 
# chart, or the records of a single data point of a report chart.
# 
# Arguments
# id: Id of the chart, taken from the charts of the record type's 
# interface preview.
# seriesIndex: Index of the series of the drilled-down data 
# point. Required for report charts; must not be set for list charts.
# itemIndex: Index of the drilled-down data point within its 
# series. Required for report charts; must not be set for list charts.
chartsDrilldown(id: UUID!, seriesIndex: Int, itemIndex: Int): CompactViewDrilldownModel! 
# Values of the fields shown in the record's preview pane, as configured for the 
# record's type.
# 
# Arguments
# ids: Ids of the fields to return. When not set, the fields 
# configured for the preview pane of the record's type are returned.
# first: Maximum number of preview pane fields to return when ids 
# is not set; fields pinned by the current user come first.
fields(ids: [UUID!], first: Int): [InterfaceFieldData]! 
# Activities of this project linked to the given project objective.
# 
# Arguments
# projectObjectiveId: Project objective whose activities are 
# returned.
projectObjectiveActivitiesDrilldown(
projectObjectiveId: UUID
): CompactViewDrilldownModel! 
# Checklist items of the steps of the record's quote process, with the completion 
# state of each item for this record.
# 
# Arguments
# stepChecklistIds: Ids of the step checklist items to return. 
# When not set, the items of all steps of the record's quote process are returned.
stepChecklists(stepChecklistIds: [UUID]): [StepChecklistActivityItem]! 
# Approval request of this record that is pending or was rejected; null when there 
# is none or it was approved.
approval: ApprovalEntity 
}
QuoteEntity

link GraphQL Schema definition

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GraphQL Schema definition

Require by
