---
title: Quotes
description: Priced offers for a customer, with line items and a total, moving through the steps of a quote process.
canonical: https://developers.coevera.com/reference/rest/quotes/
section: rest
verification: schema
generatedFrom: spec 5e43371 (2026-10-16)
publisher: Coevera
---

# Quotes

Priced offers for a customer, with line items and a total, moving through the steps of a quote process.

A create needs `name`, `owner_id`, `step_id` (a step of a quote process) and `total_amount`.

> **What the API requires:** `total_amount` is a currency object. The spec marks `base_value`, `currency_id` and `value_foreign` as required; the API needs only one of them.

Family: Products, pricing, quotes and currencies. GraphQL: [quote](https://developers.coevera.com/reference/graphql/quote.md). Base URL: `https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}`.

| Method | Path | Operation |
| --- | --- | --- |
| GET | `/entities/Quotes` | List quotes |
| POST | `/entities/Quotes` | Create a quote |
| GET | `/entities/Quotes/{id}` | Get a quote |
| PATCH | `/entities/Quotes/{id}` | Update a quote |
| DELETE | `/entities/Quotes/{id}` | Delete a quote |
| POST | `/entities/Quotes/batch-modify` | Create or update quotes in a batch |
| POST | `/entities/Quotes/batch-delete` | Delete quotes in a batch |
| POST | `/entities/Quotes/batch-restore` | Restore deleted quotes |

## List quotes

`GET /entities/Quotes`

Returns the quotes the API application can read, one page at a time.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `include-deleted` | query | boolean | Include soft-deleted records. Lists only; get-by-id refuses it. |
| `first` | query | integer | Page size. Default 30, maximum 100; a larger value is refused with HTTP 400, code 117. (default 30, 1 to 100) |
| `last` | query | integer | Return the last N records of the result; together with `first`, the last N of the first M. Maximum 100. (1 to 100) |
| `before` | query | string | Cursor from `page_info.start_cursor`, to page backwards. URL-encode it. |
| `after` | query | string | Cursor from `page_info.end_cursor` of the previous page. URL-encode it: cursors are base64, and a raw + becomes a space. |
| `expand` | query | string | Related records to return inline instead of their URIs, comma-separated; dots reach nested relations, as in `account_relations.account`. |
| `order-by` | query | string | Fields to sort by, comma-separated. A leading - sorts descending, as in `-modified`; dotted paths sort by related fields. |
| `filter` | query | object | `filter[field]=value`. Separate several values with a raw comma (OR), as in `filter[name]=north,south`. Encode a comma that belongs to a value as %2C. URLSearchParams and Python requests encode every comma, so build the filter part of the query string yourself. Dotted paths filter on related records, as in `filter[owner.email]`. Encode a + in a value as %2B: query values are form-decoded, so a raw + becomes a space. |
| `filter-op` | query | object | `filter-op[field]=operator`, one per field: eq (the default), ieq, not-eq, not-ieq, contains, icontains, starts, istarts, ends, iends, gt, gte, lt, lte, between, null, not-null, empty and not-empty. null, not-null, empty and not-empty take no filter value; gt, gte, lt and lte take exactly one. |
| `load-only` | query | string | Fields to return, comma-separated (raw or encoded commas both work here); dots select nested fields, as in `owner.id`. All fields are returned without it. Lists only: get-by-id refuses it with HTTP 400, code 118. |

Responses: 200 (Page of Quote records.: `success`, `total`, `page_info`, `data`), 400, 401, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes?first=10&filter%5Bname%5D=north&filter-op%5Bname%5D=icontains' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
```

## Create a quote

`POST /entities/Quotes`

Creates one quote and answers 201 with the record. `name`, `owner_id`, `step_id` and `total_amount` are required.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `validation-level` | query | integer | Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117. |

Request body: The new record's fields. Relations are set by id. Schema `createQuoteInput`. Required: `name`, `owner_id`, `step_id`, `total_amount`.

Responses: 201 (The created Quote record.: `success`, `data`), 400, 401, 422, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Northwind Analytics - Q-1001",
  "owner_id": "37000000-0000-4000-a000-000000000001",
  "step_id": "d4000000-0000-4000-a000-000000000002",
  "total_amount": {
    "base_value": 24000
  }
}'
```

## Get a quote

`GET /entities/Quotes/{id}`

Returns one quote by id.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `id` | path | string (uuid) | Required. Id of the Quote record to retrieve. |
| `expand` | query | string | Related records to return inline instead of their URIs, comma-separated; dots reach nested relations. The only parameter this call accepts. |

Responses: 200 (The Quote record.: `success`, `data`), 400, 401, 404, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes/4c000000-0000-4000-a000-000000000001?expand=owner' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
```

## Update a quote

`PATCH /entities/Quotes/{id}`

Changes the fields you send and leaves the rest as they are.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `id` | path | string (uuid) | Required. Id of the Quote record to update. |
| `validation-level` | query | integer | Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117. |

Request body: The fields to change. Schema `updateQuoteInput`.

Responses: 200 (The changed Quote record.: `success`, `data`), 400, 401, 404, 422, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes/4c000000-0000-4000-a000-000000000001' \
  --request PATCH \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Northwind quote (renamed)"
}'
```

## Delete a quote

`DELETE /entities/Quotes/{id}`

Soft-deletes one quote and answers with its id.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `id` | path | string (uuid) | Required. Id of the Quote record to delete. |

Responses: 200 (Deletion confirmation.: `success`, `data`), 400, 401, 404, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes/4c000000-0000-4000-a000-000000000001' \
  --request DELETE \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
```

## Create or update quotes in a batch

`POST /entities/Quotes/batch-modify`

An item with an `id` updates that quote; an item without one creates a quote. By default one invalid item fails the whole call with HTTP 422.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `validation-level` | query | integer | Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117. |
| `rollback-method` | query | integer | 0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item. (default 0) |

Request body: A JSON array of records: an item with an `id` updates, an item without one creates. Schema `batchQuoteInput`. Required: `name`, `owner_id`, `step_id`, `total_amount`.

Responses: 200 (Result per item, in request order: the id of the created or updated record, or the error.: `success`, `data`), 400, 401, 422, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes/batch-modify' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  {
    "name": "Northwind quote",
    "owner_id": "37000000-0000-4000-a000-000000000001",
    "step_id": "d4000000-0000-4000-a000-000000000001",
    "total_amount": {
      "base_value": 1000
    }
  },
  {
    "id": "4c000000-0000-4000-a000-000000000001",
    "name": "Northwind quote (renamed)"
  }
]'
```

## Delete quotes in a batch

`POST /entities/Quotes/batch-delete`

Soft-deletes the quotes whose ids are in the body, a JSON array.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `rollback-method` | query | integer | 0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item. (default 0) |

Request body: A JSON array of ids.

Responses: 200 (Result per id, in request order: the id of the deleted record, or the error.: `success`, `data`), 400, 401, 404, 422, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes/batch-delete' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "4c000000-0000-4000-a000-000000000001",
  "4c000000-0000-4000-a000-000000000002"
]'
```

## Restore deleted quotes

`POST /entities/Quotes/batch-restore`

Restores the soft-deleted quotes whose ids are in the body, a JSON array.

| Parameter | In | Type | Description |
| --- | --- | --- | --- |
| `rollback-method` | query | integer | 0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item. (default 0) |

Request body: A JSON array of ids.

Responses: 200 (Result per id, in request order: the id of the restored record, or the error.: `success`, `data`), 400, 401, 404, 422, 429, 500.

```bash
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Quotes/batch-restore' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "4c000000-0000-4000-a000-000000000001",
  "4c000000-0000-4000-a000-000000000002"
]'
```

## Quote fields

| Field | Type | Notes |
| --- | --- | --- |
| `id` | uuid | Read-only. Unique identifier of entity. |
| `name` | string | Required on create. Name of the entity and its default text representation. |
| `owner_id` | uuid → Clients | Required on create. Id of the quote owner. |
| `step_id` | uuid → Steps | Required on create. Id of the quote-process step. |
| `total_amount` | object | Required on create. Total monetary value of the quote in the team space base currency, with the foreign value and currency code preserved alongside. |
| `currency_exchange_rates_list_id` | uuid → CurrencyExchangeRatesLists | Id of the currency exchange rate list applied to this quote. |
| `description` | string | Free-form description of the quote. |
| `expiration_date` | date | Date after which the quote is no longer considered valid. |
| `is_archived` | boolean | True when the quote has been archived (lost). |
| `oppty_id` | uuid → Opportunities | Id of the opportunity. |
| `product_currency_id` | uuid → Currencies | Id of the currency used for product line-item prices on this quote. |
| `product_price_list_id` | uuid → ProductPriceLists | Id of the price list that supplies prices for product line items added to this quote, or empty to use catalog defaults. |
| `product_sections` | object | Product sections grouping the record's line items, as a JSON array of {"id": <UUID>, "name": <string>} objects. |
| `quick_account_email` | string | Free-text company email captured at quote creation when no Account record has been linked yet. |
| `quick_account_name` | string | Free-text company name captured at quote creation when no Account record has been linked yet. |
| `quick_account_phone` | string | Free-text company phone captured at quote creation when no Account record has been linked yet. |
| `quick_contact_name` | string | Free-text contact name captured at quote creation when no Contact record has been linked yet. |
| `quick_email` | string | Free-text contact email captured at quote creation when no Contact record has been linked yet. |
| `quick_phone` | string | Free-text contact phone captured at quote creation when no Contact record has been linked yet. |
| `quote_type_id` | uuid → QuoteTypes | Id of the quote type that classifies this quote. |
| `reason_of_close_description` | string | Free-form note explaining why the quote was archived (lost). |
| `reason_of_close_id` | uuid → Data | Id of the reason of close option selected when the quote was archived (lost). |
| `share_mode` | integer | Sharing model applied on top of the owner/unit visibility (e.g. Values: 0 Standard, 1 Private, 2 AllView, 3 AllEdit. |
| `unit_id` | uuid → SalesUnits | Id of the sales unit. |
| `version` | integer | Revision number of the quote, incremented when a new version of the same quote is created. |
| `revision` | integer | Revision when entity was lastly changed. |
| `product_relations` | array of uri → OpptyProductRelations | Product line items on this quote. |
| `contact_relations` | array of uri → QuoteContactRelations | Contacts linked to this quote. |
| `account_relations` | array of uri → QuoteAccountRelations | Accounts linked to this quote, including the primary-account flag. |
| `documents` | array of uri → CloudObjectRelations | Documents linked to this quote. |
| `sharing_units` | array of uri → QuoteSharingSalesUnitRelations | Sales units that have been granted shared access to this quote. |
| `sharing_clients` | array of uri → QuoteSharingClientRelations | Users that have been granted shared access to this quote. |
| `is_active_in_opportunity` | boolean | If quote is set as active in opportunity. |
| `static_profiles` | array of uri → ProfileRelations | Saved view profiles this quote currently matches. |
| `tags` | array of uri → TagRelations | Tag labels applied to this quote. |
| `is_delete_protected` | boolean | Read-only. True when the record is protected against deletion because it must always exist in the space. |
| `is_deleted` | boolean | Read-only. Specifies if the entity is considered deleted. |
| `modified` | date-time | Read-only. Last modification time. |
| `created` | date-time | Read-only. Creation time. |
| `currency_exchange_rates_list` | uri → CurrencyExchangeRatesLists | Read-only. Currency exchange rate list used to convert monetary fields linked to this quote. |
| `oppty` | uri → Opportunities | Read-only. Opportunity this quote was prepared for. |
| `owner` | uri → Clients | Read-only. Sales user who owns this quote. |
| `product_currency` | uri → Currencies | Read-only. Currency used for product line-item prices on this quote. |
| `product_price_list` | uri → ProductPriceLists | Read-only. Product price list used to populate prices for product line items added to this quote. |
| `quote_type` | uri → QuoteTypes | Read-only. Quote type that classifies this quote. |
| `reason_of_close` | uri → Data | Read-only. Configurable reason recorded when the quote is archived (lost). |
| `step` | uri → Steps | Read-only. Quote-process step the quote is currently sitting in. |
| `unit` | uri → SalesUnits | Read-only. Sales unit this quote is assigned to. |
| `quote_number` | string | Read-only. Auto-generated sequential identifier of the quote, used for human-readable reference. |
| `primary_contact` | uri → Contacts | Read-only. Primary contact of this quote. |
| `primary_account` | uri → Accounts | Read-only. Primary account of this quote. |
| `status` | integer | Read-only. Current status of the quote (Open, Lost, Accepted). Values: 1 Open, 2 Lost, 3 Accepted. |
| `formatted_name` | string | Read-only. Display version of the quote name, used in lists and references. |
| `is_favorite` | boolean | Read-only. True when the current authenticated user has marked this quote as favorite. |
| `modified_by_user` | date-time | Read-only. Timestamp of the most recent modification made by an end user (excluding system changes). |

Custom fields appear in your space's live spec: `GET /api/v100/rest/spaces/{space_id}/openapi.json` with your credentials.

## Errors

Every error body has `success: false`, `http_status`, `code`, `name` and `message`. Branch on `code`: the status alone does not tell a missing permission from a bad parameter.

| HTTP | When |
| --- | --- |
| 400 | Bad request: a bad or unknown parameter (codes 117, 118), a missing permission (code 50), conflicting data (code 2002) or any other API error. The REST API answers 400 where others answer 403 or 409; check `code`. |
| 401 | Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED). |
| 404 | No such record or entity (code 143 ERROR_NO_ENTITY, or 2006 ERROR_UNKNOWN_TYPE). |
| 422 | Validation failed (code 40000, with the failing fields) or a required parameter is missing (code 119). By default one failed item fails a whole batch and nothing is written. |
| 429 | Too many requests (code 182). Wait for the seconds in Retry-After, then retry. |
| 500 | Unexpected server error (code 1000, ERROR_UNKNOWN). |

All error codes: https://developers.coevera.com/reference/errors.md; how to handle them: https://developers.coevera.com/concepts/errors.md

## Webhook events for quotes

`Quote.Create`, `Quote.Delete`, `Quote.DocumentLinked`, `Quote.Lost`, `Quote.Move`, `Quote.OwnerChanged`, `Quote.Update`, `Quote.Won`. Payloads: https://developers.coevera.com/webhooks/events.md

Subscribe with [Create a webhook](https://developers.coevera.com/reference/rest/webhooks.md).