Quotes (Offers)

Entity›Activity›Activity.Offer

Quotes (also called Offers or Quotations) represent price proposals sent to prospects or customers. They belong to the sales pipeline and typically follow a sales opportunity. A quote includes product lines, financial totals, an expiration date, and can be digitally signed by the recipient.

Use the Activity_Offer endpoint to create, update, and manage quotations. Quotes inherit all fields from Activity (subject, amount, financial totals) and add offer-specific fields like Version, Reference, ExpirationDate, and respondent details.

Endpoints

List Quotes

Retrieve a paginated list of quotes.

GET/v1/odata/Activity_Offer

Single Quote

Retrieve a single quote by its ID.

GET/v1/odata/Activity_Offer({id})

With expanded relations:

GET/v1/odata/Activity_Offer({id})?$expand=Relationship,Contact,ProductLines,Phase

Create Quote

Create a new quote.

POST/v1/odata/Activity_Offer

Update Quote

Update an existing quote. Provide only the fields to update.

PUT/v1/odata/Activity_Offer({id})

Delete Quote

Delete a quote by ID.

DELETE/v1/odata/Activity_Offer({id})

Fields

Standard Fields (all entities)

Field	Type	Description
ID	Guid	Primary key (UUID)
_Type	String	Entity type discriminator (e.g., Activity.Offer)
_Name	String	Computed display name
SortIndex	Double	Sorting order
CreationDate	DateTimeOffset	Date the record was created
LastMutationDate	DateTimeOffset	Date of the last modification
CloseDate	DateTimeOffset	Date the record was closed
Start	DateTimeOffset	Start date/time
End	DateTimeOffset	End date/time
Deadline	DateTimeOffset	Deadline date/time
IsActive	Boolean	Whether the record is active
IsClosed	Boolean	Whether the record is closed
IsRoot	Boolean	Whether this is a root-level activity
IsExclusion	Boolean	Whether this activity is excluded
NumberOfNotes	Double	Number of notes linked to this record
NumberOfAttachments	Double	Number of attachments linked to this record

Offer Fields

Field	Type	Description
Version	Double	Quote version number
Reference	String	External reference code
Date	Date	Quotation date
ExpirationDate	Date	Valid until date
Content	String	Quote content / body text
SignLink	String	Approval / digital signature link
RespondentFirstName	String	Respondent first name
RespondentInsertion	String	Respondent name prefix
RespondentLastName	String	Respondent last name
RespondentEmailAddress	String	Respondent email address
RespondentIpAddress	String	Respondent IP address (recorded on sign)
RespondentNote	String	Note left by the respondent

Inherited Fields (from Activity)

Field	Type	Description
Subject	String	Activity subject / title
Number	String	Auto-generated activity number (e.g., 2026-00042)
Amount	Double	Activity amount
Currency	String	Currency code (e.g., EUR)
IsVatIncluded	Boolean	Whether prices include VAT
DiscountPercentage	Double	Discount percentage
RelationDescription	String	Description of the linked relation
NumberOfProductLines	Double	Number of product lines
NumberOfOpenTasks	Double	Number of open tasks linked to this activity
NumberOfPlannedActions	Double	Number of planned actions
BillingAmount	Double	Amount to be invoiced
BillingAmountInCurrency	Double	Amount to be invoiced (in activity currency)
AmountInCurrency	Double	Amount in activity currency
TotalSalesExcludingVAT	Double	Subtotal excluding VAT
TotalSalesExcludingVATInCurrency	Double	Subtotal excluding VAT (in activity currency)
TotalSalesIncludingVAT	Double	Total including VAT
TotalSalesIncludingVATInCurrency	Double	Total including VAT (in activity currency)
VatAmount	Double	VAT amount
VatAmountInCurrency	Double	VAT amount (in activity currency)
VatAmountIncludingDiscount	Double	VAT amount after discount
VatAmountIncludingDiscountInCurrency	Double	VAT amount after discount (in activity currency)
TotalDiscountExcludingVAT	Double	Total discount amount excluding VAT
TotalDiscountExcludingVATInCurrency	Double	Total discount amount excluding VAT (in activity currency)
TotalMargin	Double	Total profit margin
TotalPurchaseAmount	Double	Total purchase/cost amount
InboundSentimentScore	Double	Inbound sentiment score
OutboundSentimentScore	Double	Outbound sentiment score

Recurring / Non-recurring Breakdown

These fields split the financial totals between recurring (subscription-based) and non-recurring product lines.

Field	Type	Description
TotalRecurringSalesExcludingVAT	Double	Recurring subtotal excluding VAT
TotalRecurringSalesExcludingVATInCurrency	Double	Recurring subtotal excluding VAT (in currency)
TotalRecurringSalesIncludingVAT	Double	Recurring total including VAT
TotalRecurringSalesIncludingVATInCurrency	Double	Recurring total including VAT (in currency)
TotalRecurringDiscountExcludingVAT	Double	Recurring discount excluding VAT
TotalRecurringDiscountExcludingVATInCurrency	Double	Recurring discount excluding VAT (in currency)
TotalRecurringVatAmount	Double	Recurring VAT amount
TotalRecurringVatAmountInCurrency	Double	Recurring VAT amount (in currency)
TotalRecurringMargin	Double	Recurring profit margin
TotalRecurringPurchaseAmount	Double	Recurring purchase/cost amount
TotalNonRecurringSalesExcludingVAT	Double	Non-recurring subtotal excluding VAT
TotalNonRecurringSalesExcludingVATInCurrency	Double	Non-recurring subtotal excluding VAT (in currency)
TotalNonRecurringSalesIncludingVAT	Double	Non-recurring total including VAT
TotalNonRecurringSalesIncludingVATInCurrency	Double	Non-recurring total including VAT (in currency)
TotalNonRecurringDiscountExcludingVAT	Double	Non-recurring discount excluding VAT
TotalNonRecurringDiscountExcludingVATInCurrency	Double	Non-recurring discount excluding VAT (in currency)
TotalNonRecurringVatAmount	Double	Non-recurring VAT amount
TotalNonRecurringVatAmountInCurrency	Double	Non-recurring VAT amount (in currency)
TotalNonRecurringMargin	Double	Non-recurring profit margin
TotalNonRecurringPurchaseAmount	Double	Non-recurring purchase/cost amount

Relationships

Relationship	Target Entity	Cardinality	Description
Relationship	Relationship	N:1	Linked relation (customer/contact)
Contact	Relation.Person.Contact	N:1	Contact person
ProductLines	ProductLine	1:N	Product lines / line items
Involved	Involved	1:N	Involved parties
Phase	Datastore.Phase.ActivityOffer	N:1	Quote phase / status
Template	Template.Document.Offer	N:1	Document template used to generate the PDF
TemplateFile	File	N:1	Template file reference
FinalizedDocumentAttachment	Attachment	N:1	Generated PDF attachment
FinalizedDocument	File	N:1	Generated document file reference
SignedOfferAttachment	Attachment	N:1	Signed PDF attachment
DigitalSignatures	DigitalSignature	1:N	Digital signatures
PriceList	PriceList	N:1	Price list
PictureList	File	N:1	Picture / image file
LinkedActivities	Activity	1:N	Linked activities
Activity	Activity	N:1	Parent activity
Milestone	ProjectMilestone	N:1	Linked project milestone
TimeRegistrations	TimeRegistration	1:N	Time registrations
EmployeeAllocations	EmployeeAllocation	1:N	Employee allocations
EventParticipation	EventParticipation	N:1	Linked event participation
InboundSentimentCategory	Datastore.SentimentCategory	N:1	Inbound sentiment category
OutboundSentimentCategory	Datastore.SentimentCategory	N:1	Outbound sentiment category
SentimentMeasurement	SentimentMeasurement	N:1	Sentiment measurement
SentimentTopicMeasurements	SentimentTopicMeasurement	1:N	Sentiment topic measurements
AggregatedSentimentMeasurements	AggregatedSentimentMeasurement	1:N	Aggregated sentiment measurements
AggregatedSentimentTopicMeasurements	AggregatedSentimentTopicMeasurement	1:N	Aggregated sentiment topic measurements
LastAggregatedInboundSentimentMeasurement	AggregatedSentimentMeasurement	N:1	Latest aggregated inbound sentiment
LastAggregatedOutboundSentimentMeasurement	AggregatedSentimentMeasurement	N:1	Latest aggregated outbound sentiment

Expanding Relationships

GET/v1/odata/Activity_Offer({id})?$expand=Phase

GET/v1/odata/Activity_Offer({id})?$expand=Relationship,Contact,ProductLines,Phase

Navigating Relationships

GET/v1/odata/Activity_Offer({id})/ProductLines

GET/v1/odata/Activity_Offer({id})/DigitalSignatures

DELETE/v1/odata/Activity_Offer({id})/Phase/$ref

Filtering Examples

GET/v1/odata/Activity_Offer?$filter=contains(Subject, '{Subject}')&$top={top}

GET/v1/odata/Activity_Offer?$filter=Amount gt {Amount}&$top={top}

GET/v1/odata/Activity_Offer?$filter=ExpirationDate gt {ExpirationDate}&$top={top}

GET/v1/odata/Activity_Offer?$filter=Version eq {Version}&$top={top}

GET/v1/odata/Activity_Offer?$filter=Reference eq '{Reference}'&$top={top}

GET/v1/odata/Activity_Offer?$filter=CreationDate gt {CreationDate}&$top={top}

GET/v1/odata/Activity_Offer?$filter=IsClosed eq {IsClosed}&$top={top}