Search quotes

Operation ID: searchQuotes

Group: CRM › Quotes

Open in the interactive reference

POST /crm/quotes/search

Read-only: A read that takes its filters in the body. Changes nothing, and ignores Idempotency-Key.

Searches quotes. Use this endpoint for criteria a query string cannot carry: text matches the quote memo, each multi-valued criterion lets you pass several values of one field, and quoteNumber and salesArrangementId are kept out of the URL. Criteria combine with AND, and a list within one criterion is an OR. For example, approvalStatus ['pendingApproval', 'approved'] matches either. A match comes back in full, with subscriptions[] and nonRecurringProducts[], the same as GET crm/quotes/:id. GET crm/quotes returns the header alone.

Parameters

Name In Type Required Description
Api-Version header string · v1 yes The API version this request targets, named by its public identifier. Required on every request; omitting it, or naming a version this company does not have, is answered with 400. This document describes version v1.

Request body

Required, application/json: searchQuotesInput.

Field Type Required Description
text string no Limits results to quotes whose memo contains this text. The match is case-insensitive. Omit to match every quote. Example: "renegotiated".
quoteNumber string no Limits results to the quote with this number, for example 'QT-1042'. The match is exact.
quoteType array<any> no Limits results to quotes of any of these kinds. Possible values: 'new', 'upsell', 'renewal', 'changeOrder'. Omit or pass an empty array for every kind. Example: ["changeOrder"].
status array<any> no Limits results to quotes in any of these business states. Possible values: 'created', 'underApproval', 'approved', 'underSigning', 'signed', 'completed'. Omit or pass an empty array for every state.
approvalStatus array<any> no Limits results to quotes in any of these approval states. Possible values: 'pendingSubmission', 'pendingApproval', 'approved', 'rejected'. Omit or pass an empty array for every state. Example: ["pendingApproval","approved"].
isPrimary boolean no Limits results to primary quotes when true, or non-primary quotes when false. Omit for both.
opportunityId string no Limits results to quotes of this opportunity. Omit for every opportunity.
salesArrangementId string no Limits results to quotes of this sales arrangement. Omit for every arrangement.
quoteDate object no Limits results by the date the quote was drawn up. Both bounds are inclusive, and omitting one leaves that side open.
quoteDate.start string no The earliest quote date to include, inclusive. Format YYYY-MM-DD.
quoteDate.end string no The latest quote date to include, inclusive. Format YYYY-MM-DD.
lastModifiedDate object no Limits results by when the quote last changed, in UTC. Both bounds are inclusive, and omitting one leaves that side open.
lastModifiedDate.start string no The earliest change time to include, inclusive. Format YYYY-MM-DDTHH:mm:ss.sssZ.
lastModifiedDate.end string no The latest change time to include, inclusive. Format YYYY-MM-DDTHH:mm:ss.sssZ.
page object no The page to return. Omit for the first page at the default size. Example: {"size":50}.
page.cursor string no The cursor from the previous response's pagination.nextCursor. Omit on the first request.
page.size number no The number of quotes per page. Defaults to 50, and a value above 200 is treated as 200, not rejected. 
{
  "text": "renegotiated",
  "quoteNumber": "<quoteNumber>",
  "quoteType": [
    "changeOrder"
  ],
  "status": [
    "created"
  ],
  "approvalStatus": [
    "pendingApproval",
    "approved"
  ],
  "isPrimary": true,
  "opportunityId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "salesArrangementId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "quoteDate": {
    "start": "<start>",
    "end": "<end>"
  },
  "lastModifiedDate": {
    "start": "<start>",
    "end": "<end>"
  },
  "page": {
    "size": 50
  }
}

Response

200 Success

Under data (searchQuotesOutput):

Field Type Required Description
items array<object> yes The quotes on this page, most recently created first. An empty array when nothing matches. Example: [{"id":"3b7d5e9c-1a24-4f80-9c6d-2e8f70b13a45","quoteNumber":"QT-1042","quoteType":"new","status":"approved","approvalStatus":"approved","isPrimary":true,"quoteDate":"2026-08-01","serviceStartDate":"2026-09-01","signDate":"2026-08-14","paymentTerm":"NET30","memo":"Two-year platform subscription, renegotiated after the pilot.","needsPSACalculation":false,"currency":"USD","totalPrice":"48000.00","oneTimeDiscountAmount":"2000.00","oneTimeDiscountAllocation":"firstInvoice","opportunityId":"a1c4d7e0-5b62-4c19-8e73-9f0d2a6b4c88","opportunityName":"Northwind — platform expansion","opportunityNumber":"OPP-2291","billToAddressId":"6f9a2b1c-33d4-4a55-9e21-0b7c8d4e1f02","soldToAddressId":"6f9a2b1c-33d4-4a55-9e21-0b7c8d4e1f02","lastModifiedDate":"2026-08-14T09:12:44.000Z","subscriptions":[{"id":"c2e1f4a7-8b90-4d33-9a15-6f7e8d2b0c41","termType":"termed","serviceStartDate":"2026-09-01","serviceEndDate":"2028-08-31","autoRenew":true,"renewalTerm":12,"quoteProducts":[{"id":"d4f2a1b8-3c67-4e05-8b92-1a7d0e6c5f38","quoteProductNumber":"QP-3","productId":"e5a3b2c9-4d78-4f16-9c03-2b8e1f7d6a49","productCode":"PLATFORM-ENT","productName":"Platform — Enterprise","isRampDeal":false,"orderIndex":1,"quoteProductLines":[{"id":"f6b4c3d0-5e89-4a27-8d14-3c9f2a8e7b50","quoteProductLineNumber":"QPL-7","productLineId":"a7c5d4e1-6f90-4b38-9e25-4d0a3b9f8c61","productLineName":"Enterprise seats","lineType":"recurring","quantity":"100.00","listPrice":"480.00","unitPrice":"400.00","discountPercentage":"0.166667","totalPrice":"40000.00","invoiceFrequency":"annually","priceModel":"tiered","pricingTerm":"annually","unitOfMeasure":"seat","serviceStartDate":"2026-09-01","serviceEndDate":"2028-08-31","orderIndex":1,"lineTiers":[{"id":"b8d6e5f2-7a01-4c49-8f36-5e1b4c0a9d72","fromQuantity":"1.00","toQuantity":"50.00","priceModel":"tiered","unitPrice":"440.00","listPrice":"480.00"},{"id":"c9e7f6a3-8b12-4d50-9a47-6f2c5d1b0e83","fromQuantity":"51.00","priceModel":"tiered","unitPrice":"400.00","listPrice":"480.00"}],"rateCardEntries":[],"invoiceMilestones":[]}]}]}],"nonRecurringProducts":[{"id":"d0f8a7b4-9c23-4e61-8b58-7a3d6e2c1f94","quoteProductNumber":"QP-4","productId":"e1a9b8c5-0d34-4f72-9c69-8b4e7f3d2a05","productCode":"ONBOARD","productName":"Onboarding","orderIndex":2,"quoteProductLines":[{"id":"f2b0c9d6-1e45-4a83-8d70-9c5f8a4e3b16","productLineId":"a3c1d0e7-2f56-4b94-9e81-0d6a9b5f4c27","productLineName":"Implementation","lineType":"oneTime","quantity":"1.00","listPrice":"10000.00","unitPrice":"10000.00","totalPrice":"10000.00","invoiceFrequency":"milestone","priceModel":"flat","unitOfMeasure":"each","lineTiers":[],"rateCardEntries":[],"invoiceMilestones":[{"id":"b4d2e1f8-3a67-4c05-9f92-1e7b0c6d5a38","description":"Kick-off","totalPrice":"5000.00","percentage":"50.0000","projectedDate":"2026-09-15"}]}]}]}].
items[].id string yes The unique identifier for the quote.
items[].quoteNumber string no The system-generated quote number, for example 'QT-1042'. Absent while none has been assigned.
items[].quoteType string yes The kind of quote. Possible values: 'new', 'upsell', 'renewal', 'changeOrder'.
items[].status string no Where the quote stands in its business process. Possible values: 'created', 'underApproval', 'approved', 'underSigning', 'signed', 'completed'. Absent on a quote that has not entered the process.
items[].approvalStatus string no Where the quote stands in its approval process. Possible values: 'pendingSubmission', 'pendingApproval', 'approved', 'rejected'. Absent until the approval process has run.
items[].isPrimary boolean yes Whether this is the primary quote of its opportunity.
items[].quoteDate date yes The date the quote was drawn up. Format YYYY-MM-DD. Product prices are validated against the opportunity's price book as of this date.
items[].serviceStartDate date yes The first date products or services on this quote are delivered. Format YYYY-MM-DD. No subscription on the quote starts before it.
items[].signDate date no The date the quote was signed by the customer and the legal entity. Format YYYY-MM-DD. Absent when not recorded.
items[].paymentTerm string yes The code of the payment term applied to invoices created from this quote. See code on GET accounting/payment-terms.
items[].memo string no A free-text memo recorded on the quote. Absent when none is set.
items[].needsPSACalculation boolean no Whether the quote takes its product data from a PSA project rather than from the product catalog.
items[].currency string no The currency of every amount on the quote. A quote takes the currency of its opportunity and has none of its own. Format ISO 4217, for example 'USD'.
items[].totalPrice decimal no The sum of the quote's lines before tax, less any one-time discount, in the quote's currency.
items[].oneTimeDiscountAmount decimal no A one-time discount applied to the whole quote, in the quote's currency.
items[].oneTimeDiscountAllocation string no How oneTimeDiscountAmount is spread across the quote's invoices. Possible values: 'firstInvoice', 'alignToInvoiceFrequency', 'custom'.
items[].billableTimeEstimate decimal no The estimated total of the quote's billable-time lines, in the quote's currency.
items[].billableTimeCappedPrice decimal no The ceiling on the total of the quote's billable-time lines, in the quote's currency.
items[].opportunityId string yes The opportunity this quote belongs to. See id on GET crm/opportunities/:id.
items[].opportunityName string no The name of the opportunity this quote belongs to. Absent when the opportunity has no name.
items[].opportunityNumber string no The opportunity number of the opportunity this quote belongs to, for example 'OP-1042'. Absent while none has been assigned.
items[].billToAddressId string no The bill-to address on the quote, a copy the quote keeps of its own rather than the source it was copied from. There is no endpoint for it.
items[].soldToAddressId string no The sold-to address on the quote, a copy the quote keeps of its own rather than the source it was copied from. There is no endpoint for it.
items[].salesArrangementId string no The sales arrangement this quote is assigned to. Set on change-order quotes. There is no endpoint for it.
items[].lastModifiedDate date-time yes The date and time the quote record last changed, in UTC. Format YYYY-MM-DDTHH:mm:ss.sssZ.
items[].subscriptions array<object> yes The subscriptions on the quote, one per subscription, each with the products under it. An empty array when the quote has no recurring products. GET crm/quotes omits it and returns the quote header alone.
items[].subscriptions[].id string yes The unique identifier for the quote subscription.
items[].subscriptions[].termType string yes Whether the subscription runs to a fixed end date or renews indefinitely. Possible values: 'termed', 'evergreen'.
items[].subscriptions[].serviceStartDate date yes The first date the subscription delivers service. Format YYYY-MM-DD. Never earlier than the quote's serviceStartDate.
items[].subscriptions[].serviceEndDate date no The last date the subscription delivers service. Format YYYY-MM-DD. Set on a termed subscription and absent on an evergreen one.
items[].subscriptions[].autoRenew boolean no Whether the subscription renews automatically at the end of its term.
items[].subscriptions[].renewalTerm number no The renewal term in months. Meaningful only when autoRenew is true.
items[].subscriptions[].quoteProducts array<object> yes The products in this subscription, each with its priced lines.
items[].subscriptions[].quoteProducts[].id string yes The unique identifier for the quote product.
items[].subscriptions[].quoteProducts[].quoteProductNumber string no The system-assigned number of the quote product. Absent while none has been assigned.
items[].subscriptions[].quoteProducts[].productId string no The catalog product for this quote product. See id on GET accounting/products/:id.
items[].subscriptions[].quoteProducts[].productCode string no The code of that product in the catalog.
items[].subscriptions[].quoteProducts[].productName string no The name of that product in the catalog.
items[].subscriptions[].quoteProducts[].isRampDeal boolean no Whether this product is priced as a ramp deal, with quantities or prices stepping over time.
items[].subscriptions[].quoteProducts[].rampInterval string no How the ramp steps. Possible values: 'annually', 'specificDates'. Absent unless isRampDeal is true.
items[].subscriptions[].quoteProducts[].rampInvoiceTiming string no How a ramp deal is invoiced. Possible values: 'allAtOnce', 'perInterval'. Absent unless isRampDeal is true.
items[].subscriptions[].quoteProducts[].orderIndex number no The position of this product within the quote, for display ordering.
items[].subscriptions[].quoteProducts[].quoteProductLines array<object> yes The priced lines of this quote product. A product has at least one.
items[].subscriptions[].quoteProducts[].quoteProductLines[].id string yes The unique identifier for the quote product line.
items[].subscriptions[].quoteProducts[].quoteProductLines[].quoteProductLineNumber string no The system-assigned number of the quote product line. Absent while none has been assigned.
items[].subscriptions[].quoteProducts[].quoteProductLines[].productLineId string no The catalog product line this line was priced from. See id on GET accounting/product-lines/:id.
items[].subscriptions[].quoteProducts[].quoteProductLines[].productLineName string no The name of that catalog product line.
items[].subscriptions[].quoteProducts[].quoteProductLines[].parentQuoteProductLineId string no The parent line this line hangs off, as an allowance or overage line does. Absent on a top-level line.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineType string yes What this line charges for. Possible values: 'recurring', 'oneTime', 'commitWithOverage', 'payAsYouGo', 'usage', 'prepaid', 'billableTime', 'billableTravelExpense', 'billablePassThrough'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].quantity decimal no The quantity on this line, as a count, not an amount. For a ramp deal the per-period quantity is on each ramp instead.
items[].subscriptions[].quoteProducts[].quoteProductLines[].listPrice decimal no The per-unit list price before discount, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].unitPrice decimal no The per-unit price after discount, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].discountAmount decimal no The per-unit discount, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].discountPercentage decimal no The per-unit discount, as a decimal fraction of listPrice. For example, 0.1 is 10%. It is not an amount.
items[].subscriptions[].quoteProducts[].quoteProductLines[].extendedListPrice decimal no The list price extended across the quantity, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].cappedPrice decimal no The ceiling on what this line may total, in the quote's currency. Set on billable-time lines.
items[].subscriptions[].quoteProducts[].quoteProductLines[].totalPrice decimal no The total for this line, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].annualRecurringRevenue decimal no The annualized recurring revenue attributed to this line, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].invoiceFrequency string no How often this line is invoiced. Possible values: 'monthly', 'biMonthly', 'quarterly', 'semiAnnually', 'annually', 'once', 'custom', 'template', 'milestone', 'allAtOnce', 'termEnd'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].priceModel string no How the price is derived from quantity. Possible values: 'flat', 'perUnit', 'tiered', 'volume', 'stairstep', 'rateCard', 'thresholdBased'. For a tiered or volume model the bands are in lineTiers. For a rateCard model they are in rateCardEntries.
items[].subscriptions[].quoteProducts[].quoteProductLines[].pricingTerm string no The period the unit price is quoted for. Possible values: 'monthly', 'biMonthly', 'once', 'quarterly', 'semiAnnually', 'annually'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].unitOfMeasure string no The unit the quantity is counted in. Possible values: 'instance', 'gigabyte', 'terabyte', 'user', 'seat', 'minute', 'hour', 'day', 'month', 'each', 'license', 'activeUser', 'megabyte', 'message', 'text', 'platform', 'employee', 'personnel', 'credit', 'currency', 'package', 'case', 'word', 'record'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].overConsumptionBehavior string no What happens when consumption exceeds a prepaid balance. Possible values: 'allowNegative', 'overage'. Set on prepaid lines.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rolloverAtRenewal boolean no Whether an unused prepaid balance carries forward at renewal. Set on prepaid lines.
items[].subscriptions[].quoteProducts[].quoteProductLines[].serviceStartDate date no The first date this line delivers service. Format YYYY-MM-DD. Defaults to the quote's serviceStartDate.
items[].subscriptions[].quoteProducts[].quoteProductLines[].serviceEndDate date no The last date this line delivers service. Format YYYY-MM-DD. Absent while open-ended.
items[].subscriptions[].quoteProducts[].quoteProductLines[].orderIndex number no The position of this line within its quote product, for display ordering.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineTiers array<object> yes The tiered or volume pricing bands for this line, ordered by fromQuantity. An empty array unless priceModel is a banded model.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineTiers[].id string yes The unique identifier for the tier band.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineTiers[].fromQuantity decimal yes The lower bound of the band, inclusive. A quantity, not an amount.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineTiers[].toQuantity decimal no The upper bound of the band, inclusive. Absent on the open-ended top band.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineTiers[].priceModel string yes How this band prices. Possible values: 'flat', 'perUnit', 'tiered', 'volume', 'stairstep', 'rateCard', 'thresholdBased'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineTiers[].unitPrice decimal no The per-unit price for this band after discount, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].lineTiers[].listPrice decimal no The per-unit list price for this band before discount, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries array<object> yes The rate-card pricing for this line, one entry per billable component. An empty array unless priceModel is 'rateCard'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].id string yes The unique identifier for the rate-card entry.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].identifier string yes The identifier of the entry, unique within its line.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].description string no A label that distinguishes entries that otherwise have the same data.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].billableComponentId string no The billable component this entry prices. Absent when it names none. There is no endpoint for it.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].unitPrice decimal no The per-unit price after discount, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].listPrice decimal no The per-unit list price before discount, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].unitOfMeasure string yes The unit the price is quoted per. Possible values: 'instance', 'gigabyte', 'terabyte', 'user', 'seat', 'minute', 'hour', 'day', 'month', 'each', 'license', 'activeUser', 'megabyte', 'message', 'text', 'platform', 'employee', 'personnel', 'credit', 'currency', 'package', 'case', 'word', 'record'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].quantity decimal no The quantity of billable units on this entry, as a count, not an amount.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].usageType string no What the usage represents. Possible values: 'consumption', 'overage', 'thresholdCounter', 'payg'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].conversion decimal no The factor that converts usage units to billable units. For example, 0.1 when 1 gigabyte is 0.1 credits. It is a ratio, not an amount.
items[].subscriptions[].quoteProducts[].quoteProductLines[].rateCardEntries[].billableUnitOfMeasure string no The unit the entry is billed in, which may differ from unitOfMeasure. Possible values: 'instance', 'gigabyte', 'terabyte', 'user', 'seat', 'minute', 'hour', 'day', 'month', 'each', 'license', 'activeUser', 'megabyte', 'message', 'text', 'platform', 'employee', 'personnel', 'credit', 'currency', 'package', 'case', 'word', 'record'.
items[].subscriptions[].quoteProducts[].quoteProductLines[].invoiceMilestones array<object> yes The invoice milestones for this line, when it is invoiced against milestones rather than on a frequency. An empty array otherwise.
items[].subscriptions[].quoteProducts[].quoteProductLines[].invoiceMilestones[].id string yes The unique identifier for the invoice milestone.
items[].subscriptions[].quoteProducts[].quoteProductLines[].invoiceMilestones[].description string no What the milestone covers, as recorded on the quote.
items[].subscriptions[].quoteProducts[].quoteProductLines[].invoiceMilestones[].totalPrice decimal no The amount invoiced at this milestone, in the quote's currency.
items[].subscriptions[].quoteProducts[].quoteProductLines[].invoiceMilestones[].percentage decimal no The share of the line total this milestone invoices as a percentage. For example, 25 is 25%. It is not an amount.
items[].subscriptions[].quoteProducts[].quoteProductLines[].invoiceMilestones[].projectedDate date no The date the milestone is expected to be reached. Format YYYY-MM-DD.
items[].nonRecurringProducts array<object> yes The products on the quote that belong to no subscription, such as one-time charges, billable time and pass-through expenses. An empty array when every product is under a subscription. GET crm/quotes omits it and returns the quote header alone.
items[].nonRecurringProducts[].id string yes The unique identifier for the quote product.
items[].nonRecurringProducts[].quoteProductNumber string no The system-assigned number of the quote product. Absent while none has been assigned.
items[].nonRecurringProducts[].productId string no The catalog product for this quote product. See id on GET accounting/products/:id.
items[].nonRecurringProducts[].productCode string no The code of that product in the catalog.
items[].nonRecurringProducts[].productName string no The name of that product in the catalog.
items[].nonRecurringProducts[].isRampDeal boolean no Whether this product is priced as a ramp deal, with quantities or prices stepping over time.
items[].nonRecurringProducts[].rampInterval string no How the ramp steps. Possible values: 'annually', 'specificDates'. Absent unless isRampDeal is true.
items[].nonRecurringProducts[].rampInvoiceTiming string no How a ramp deal is invoiced. Possible values: 'allAtOnce', 'perInterval'. Absent unless isRampDeal is true.
items[].nonRecurringProducts[].orderIndex number no The position of this product within the quote, for display ordering.
items[].nonRecurringProducts[].quoteProductLines array<object> yes The priced lines of this quote product. A product has at least one.
items[].nonRecurringProducts[].quoteProductLines[].id string yes The unique identifier for the quote product line.
items[].nonRecurringProducts[].quoteProductLines[].quoteProductLineNumber string no The system-assigned number of the quote product line. Absent while none has been assigned.
items[].nonRecurringProducts[].quoteProductLines[].productLineId string no The catalog product line this line was priced from. See id on GET accounting/product-lines/:id.
items[].nonRecurringProducts[].quoteProductLines[].productLineName string no The name of that catalog product line.
items[].nonRecurringProducts[].quoteProductLines[].parentQuoteProductLineId string no The parent line this line hangs off, as an allowance or overage line does. Absent on a top-level line.
items[].nonRecurringProducts[].quoteProductLines[].lineType string yes What this line charges for. Possible values: 'recurring', 'oneTime', 'commitWithOverage', 'payAsYouGo', 'usage', 'prepaid', 'billableTime', 'billableTravelExpense', 'billablePassThrough'.
items[].nonRecurringProducts[].quoteProductLines[].quantity decimal no The quantity on this line, as a count, not an amount. For a ramp deal the per-period quantity is on each ramp instead.
items[].nonRecurringProducts[].quoteProductLines[].listPrice decimal no The per-unit list price before discount, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].unitPrice decimal no The per-unit price after discount, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].discountAmount decimal no The per-unit discount, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].discountPercentage decimal no The per-unit discount, as a decimal fraction of listPrice. For example, 0.1 is 10%. It is not an amount.
items[].nonRecurringProducts[].quoteProductLines[].extendedListPrice decimal no The list price extended across the quantity, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].cappedPrice decimal no The ceiling on what this line may total, in the quote's currency. Set on billable-time lines.
items[].nonRecurringProducts[].quoteProductLines[].totalPrice decimal no The total for this line, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].annualRecurringRevenue decimal no The annualized recurring revenue attributed to this line, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].invoiceFrequency string no How often this line is invoiced. Possible values: 'monthly', 'biMonthly', 'quarterly', 'semiAnnually', 'annually', 'once', 'custom', 'template', 'milestone', 'allAtOnce', 'termEnd'.
items[].nonRecurringProducts[].quoteProductLines[].priceModel string no How the price is derived from quantity. Possible values: 'flat', 'perUnit', 'tiered', 'volume', 'stairstep', 'rateCard', 'thresholdBased'. For a tiered or volume model the bands are in lineTiers. For a rateCard model they are in rateCardEntries.
items[].nonRecurringProducts[].quoteProductLines[].pricingTerm string no The period the unit price is quoted for. Possible values: 'monthly', 'biMonthly', 'once', 'quarterly', 'semiAnnually', 'annually'.
items[].nonRecurringProducts[].quoteProductLines[].unitOfMeasure string no The unit the quantity is counted in. Possible values: 'instance', 'gigabyte', 'terabyte', 'user', 'seat', 'minute', 'hour', 'day', 'month', 'each', 'license', 'activeUser', 'megabyte', 'message', 'text', 'platform', 'employee', 'personnel', 'credit', 'currency', 'package', 'case', 'word', 'record'.
items[].nonRecurringProducts[].quoteProductLines[].overConsumptionBehavior string no What happens when consumption exceeds a prepaid balance. Possible values: 'allowNegative', 'overage'. Set on prepaid lines.
items[].nonRecurringProducts[].quoteProductLines[].rolloverAtRenewal boolean no Whether an unused prepaid balance carries forward at renewal. Set on prepaid lines.
items[].nonRecurringProducts[].quoteProductLines[].serviceStartDate date no The first date this line delivers service. Format YYYY-MM-DD. Defaults to the quote's serviceStartDate.
items[].nonRecurringProducts[].quoteProductLines[].serviceEndDate date no The last date this line delivers service. Format YYYY-MM-DD. Absent while open-ended.
items[].nonRecurringProducts[].quoteProductLines[].orderIndex number no The position of this line within its quote product, for display ordering.
items[].nonRecurringProducts[].quoteProductLines[].lineTiers array<object> yes The tiered or volume pricing bands for this line, ordered by fromQuantity. An empty array unless priceModel is a banded model.
items[].nonRecurringProducts[].quoteProductLines[].lineTiers[].id string yes The unique identifier for the tier band.
items[].nonRecurringProducts[].quoteProductLines[].lineTiers[].fromQuantity decimal yes The lower bound of the band, inclusive. A quantity, not an amount.
items[].nonRecurringProducts[].quoteProductLines[].lineTiers[].toQuantity decimal no The upper bound of the band, inclusive. Absent on the open-ended top band.
items[].nonRecurringProducts[].quoteProductLines[].lineTiers[].priceModel string yes How this band prices. Possible values: 'flat', 'perUnit', 'tiered', 'volume', 'stairstep', 'rateCard', 'thresholdBased'.
items[].nonRecurringProducts[].quoteProductLines[].lineTiers[].unitPrice decimal no The per-unit price for this band after discount, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].lineTiers[].listPrice decimal no The per-unit list price for this band before discount, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries array<object> yes The rate-card pricing for this line, one entry per billable component. An empty array unless priceModel is 'rateCard'.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].id string yes The unique identifier for the rate-card entry.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].identifier string yes The identifier of the entry, unique within its line.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].description string no A label that distinguishes entries that otherwise have the same data.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].billableComponentId string no The billable component this entry prices. Absent when it names none. There is no endpoint for it.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].unitPrice decimal no The per-unit price after discount, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].listPrice decimal no The per-unit list price before discount, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].unitOfMeasure string yes The unit the price is quoted per. Possible values: 'instance', 'gigabyte', 'terabyte', 'user', 'seat', 'minute', 'hour', 'day', 'month', 'each', 'license', 'activeUser', 'megabyte', 'message', 'text', 'platform', 'employee', 'personnel', 'credit', 'currency', 'package', 'case', 'word', 'record'.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].quantity decimal no The quantity of billable units on this entry, as a count, not an amount.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].usageType string no What the usage represents. Possible values: 'consumption', 'overage', 'thresholdCounter', 'payg'.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].conversion decimal no The factor that converts usage units to billable units. For example, 0.1 when 1 gigabyte is 0.1 credits. It is a ratio, not an amount.
items[].nonRecurringProducts[].quoteProductLines[].rateCardEntries[].billableUnitOfMeasure string no The unit the entry is billed in, which may differ from unitOfMeasure. Possible values: 'instance', 'gigabyte', 'terabyte', 'user', 'seat', 'minute', 'hour', 'day', 'month', 'each', 'license', 'activeUser', 'megabyte', 'message', 'text', 'platform', 'employee', 'personnel', 'credit', 'currency', 'package', 'case', 'word', 'record'.
items[].nonRecurringProducts[].quoteProductLines[].invoiceMilestones array<object> yes The invoice milestones for this line, when it is invoiced against milestones rather than on a frequency. An empty array otherwise.
items[].nonRecurringProducts[].quoteProductLines[].invoiceMilestones[].id string yes The unique identifier for the invoice milestone.
items[].nonRecurringProducts[].quoteProductLines[].invoiceMilestones[].description string no What the milestone covers, as recorded on the quote.
items[].nonRecurringProducts[].quoteProductLines[].invoiceMilestones[].totalPrice decimal no The amount invoiced at this milestone, in the quote's currency.
items[].nonRecurringProducts[].quoteProductLines[].invoiceMilestones[].percentage decimal no The share of the line total this milestone invoices as a percentage. For example, 25 is 25%. It is not an amount.
items[].nonRecurringProducts[].quoteProductLines[].invoiceMilestones[].projectedDate date no The date the milestone is expected to be reached. Format YYYY-MM-DD.
pagination object yes The pagination details for this page. Example: {"hasMore":false}.
pagination.nextCursor string no The cursor for the next page. Pass it back as page.cursor. Absent on the last page.
pagination.hasMore boolean yes Whether another page follows. A full page may still be the last, so branch on this. 
{
  "data": {
    "items": [
      {
        "id": "3b7d5e9c-1a24-4f80-9c6d-2e8f70b13a45",
        "quoteNumber": "QT-1042",
        "quoteType": "new",
        "status": "approved",
        "approvalStatus": "approved",
        "isPrimary": true,
        "quoteDate": "2026-08-01",
        "serviceStartDate": "2026-09-01",
        "signDate": "2026-08-14",
        "paymentTerm": "NET30",
        "memo": "Two-year platform subscription, renegotiated after the pilot.",
        "needsPSACalculation": false,
        "currency": "USD",
        "totalPrice": "48000.00",
        "oneTimeDiscountAmount": "2000.00",
        "oneTimeDiscountAllocation": "firstInvoice",
        "opportunityId": "a1c4d7e0-5b62-4c19-8e73-9f0d2a6b4c88",
        "opportunityName": "Northwind — platform expansion",
        "opportunityNumber": "OPP-2291",
        "billToAddressId": "6f9a2b1c-33d4-4a55-9e21-0b7c8d4e1f02",
        "soldToAddressId": "6f9a2b1c-33d4-4a55-9e21-0b7c8d4e1f02",
        "lastModifiedDate": "2026-08-14T09:12:44.000Z",
        "subscriptions": [
          {
            "id": "c2e1f4a7-8b90-4d33-9a15-6f7e8d2b0c41",
            "termType": "termed",
            "serviceStartDate": "2026-09-01",
            "serviceEndDate": "2028-08-31",
            "autoRenew": true,
            "renewalTerm": 12,
            "quoteProducts": [
              {
                "id": "d4f2a1b8-3c67-4e05-8b92-1a7d0e6c5f38",
                "quoteProductNumber": "QP-3",
                "productId": "e5a3b2c9-4d78-4f16-9c03-2b8e1f7d6a49",
                "productCode": "PLATFORM-ENT",
                "productName": "Platform — Enterprise",
                "isRampDeal": false,
                "orderIndex": 1,
                "quoteProductLines": [
                  {
                    "id": "f6b4c3d0-5e89-4a27-8d14-3c9f2a8e7b50",
                    "quoteProductLineNumber": "QPL-7",
                    "productLineId": "a7c5d4e1-6f90-4b38-9e25-4d0a3b9f8c61",
                    "productLineName": "Enterprise seats",
                    "lineType": "recurring",
                    "quantity": "100.00",
                    "listPrice": "480.00",
                    "unitPrice": "400.00",
                    "discountPercentage": "0.166667",
                    "totalPrice": "40000.00",
                    "invoiceFrequency": "annually",
                    "priceModel": "tiered",
                    "pricingTerm": "annually",
                    "unitOfMeasure": "seat",
                    "serviceStartDate": "2026-09-01",
                    "serviceEndDate": "2028-08-31",
                    "orderIndex": 1,
                    "lineTiers": [
                      {
                        "id": "b8d6e5f2-7a01-4c49-8f36-5e1b4c0a9d72",
                        "fromQuantity": "1.00",
                        "toQuantity": "50.00",
                        "priceModel": "tiered",
                        "unitPrice": "440.00",
                        "listPrice": "480.00"
                      },
                      {
                        "id": "c9e7f6a3-8b12-4d50-9a47-6f2c5d1b0e83",
                        "fromQuantity": "51.00",
                        "priceModel": "tiered",
                        "unitPrice": "400.00",
                        "listPrice": "480.00"
                      }
                    ],
                    "rateCardEntries": [],
                    "invoiceMilestones": []
                  }
                ]
              }
            ]
          }
        ],
        "nonRecurringProducts": [
          {
            "id": "d0f8a7b4-9c23-4e61-8b58-7a3d6e2c1f94",
            "quoteProductNumber": "QP-4",
            "productId": "e1a9b8c5-0d34-4f72-9c69-8b4e7f3d2a05",
            "productCode": "ONBOARD",
            "productName": "Onboarding",
            "orderIndex": 2,
            "quoteProductLines": [
              {
                "id": "f2b0c9d6-1e45-4a83-8d70-9c5f8a4e3b16",
                "productLineId": "a3c1d0e7-2f56-4b94-9e81-0d6a9b5f4c27",
                "productLineName": "Implementation",
                "lineType": "oneTime",
                "quantity": "1.00",
                "listPrice": "10000.00",
                "unitPrice": "10000.00",
                "totalPrice": "10000.00",
                "invoiceFrequency": "milestone",
                "priceModel": "flat",
                "unitOfMeasure": "each",
                "lineTiers": [],
                "rateCardEntries": [],
                "invoiceMilestones": [
                  {
                    "id": "b4d2e1f8-3a67-4c05-9f92-1e7b0c6d5a38",
                    "description": "Kick-off",
                    "totalPrice": "5000.00",
                    "percentage": "50.0000",
                    "projectedDate": "2026-09-15"
                  }
                ]
              }
            ]
          }
        ]
      }
    ],
    "pagination": {
      "hasMore": false
    }
  },
  "diagnostics": [
    {
      "code": "<code>",
      "message": "<message>",
      "severity": "error",
      "path": [
        "<path>"
      ],
      "details": "<details>"
    }
  ]
}

Statuses