Quote

Represents a sales quote: document number, status, validity, header totals (subtotal, tax, discount, grand total), currency, links to opportunity, contact, and account, lines with product, quantity, prices, tax rate, and line total, plus free-text notes. Typical payload for flows that create or update quotes across CPQ, ERP, and CRM.

Full JSON example

{
  "id": "quo_5Yz8Ab1Cd4Ef7",
  "channel": "demoipaas",
  "createdAt": "2026-01-20T12:00:00+00:00",
  "updatedAt": "2026-01-27T09:30:00+00:00",
  "number": "Q-2026-0042",
  "status": "sent",
  "validUntil": "2026-02-28",
  "currency": "EUR",
  "subtotal": 9500,
  "taxTotal": 2090,
  "discountTotal": 500,
  "grandTotal": 11090,
  "opportunityId": "opp_3Xy8Za1Bc4De7",
  "contactId": "cnt_1Mn4Op7Qr0St3",
  "accountId": "acc_2Hj5Kl8Mn1Op4",
  "lineItems": [
    {
      "position": 1,
      "productId": "prd_ent_std",
      "description": "Abbonamento annuale standard",
      "quantity": 12,
      "unitPrice": 500,
      "taxRate": 22,
      "lineTotal": 6000
    },
    {
      "position": 2,
      "productId": "prd_addon_api",
      "description": "Add-on API premium",
      "quantity": 1,
      "unitPrice": 3500,
      "taxRate": 22,
      "lineTotal": 3500
    }
  ],
  "notes": "IVA al 22%; pagamento anticipato 30%"
}

Remarkable notes

• Header totals must stay consistent with lines and tax rules on the destination; some connectors recalculate taxTotal and grandTotal server-side.
• number may come from the source or be assigned by the CRM on create; avoid duplicates if the destination enforces uniqueness.
• Align status (draft, sent, accepted, etc.) with the outbound connector’s vocabulary.