Quote
/api/v1/crm/quotesA pricing proposal / quote against an account (and optionally a deal).
listgetcreateupdatedeleteSchema
| Field | Type | Notes |
|---|---|---|
| id* | uuid | Server-assigned ULID with type prefix (e.g. per_…). |
| tenant_id* | string | Tenant scope — auto-stamped from the caller's JWT. |
| app_id | string | App scope. Stamped ONLY when the caller's JWT was minted for a specific Application (integration API keys). Absent for human-user sessions. Filters reads when present. |
| created_at* | date-time | Server stamp. |
| updated_at* | date-time | Server stamp; updated on every patch. |
| created_by | uuid | Person id from the caller's JWT (sub). |
| updated_by | uuid | Person id from the last writer's JWT (sub). |
| source | string | Provenance tag — defaults to 'edm'. |
| source_type | enum | frontend | backend | server | system | apiWhere the write originated. Defaults to 'api'. |
| is_deleted | boolean | Soft-delete flag. Excluded from default list queries. |
| deleted_at | date-time | Stamped when soft-deleted; null otherwise. |
| deleted_by | uuid | Person id who soft-deleted; null otherwise. |
| schema_version | number | Document schema version. Bumped on incompatible writes. |
| owner_id | string | Quote owner / salesperson. Format: usr-<uuid>. |
| name | string | Human-readable quote name. |
| quote_number | string | Human-readable quote number, unique per tenant (e.g. Q-2026-00892). |
| account_id | string | Account this quote is for. Format: acc-<uuid>. |
| deal_id | string | Deal this quote belongs to, if any. Format: deal-<uuid>. |
| value | number | Total quote value after discounts. |
| currency | string | ISO 4217 currency code. |
| status | string | Lifecycle status: draft, sent, accepted, rejected, expired. |
| date_issued | date-time | When the quote was issued. |
| validity_date | date-time | Date after which the quote expires. |
| contract_duration | string | Contract term the quote covers (e.g. '12 months'). |
| is_primary | boolean | True if this is the primary quote on the deal. |
| notes | string | Free-text notes or special terms. |
| line_items | json | Embedded line-item summaries. Full records via /api/v1/crm/line-items. |
| custom_fields | json | Per-tenant schema extension. |
| tags | json | Free-form string tags. |
| version | number | Optimistic-concurrency version counter. |
| total | number | Total quote amount. |
| valid_until | date-time | Date after which the quote is no longer valid. |
API
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