Quote

A quote is a formal offer for products and/or services proposed at specific prices and related payment terms that is sent to a prospective customer. You can create a quote, save it as a draft, and specify whether it is active (presented to the customer) or closed (completed, either as an order or not). Each quote can have a due date (when it was promised to the customer), effective dates (when it must be accepted or rejected by), and the requested delivery dates. In addition, each quote can contain many "ship to" addresses (by line item) or a "will call" setting for items to be picked up by the customer.

If a quote is created from within an opportunity, Microsoft CRM 3.0 will use any products that have been associated with the opportunity as the basis for the draft. When a quote is converted to an order, the user has the choice to close it or not. If the user chooses to close the opportunity, the final revenue amount is recorded.

A quote can be associated with the following entities:

One or more products and one price list
One or more competitors
An opportunity
A customer
One or more notes and attachments
One or more customer addresses

The following illustration shows the entity relationships for this area.

Quote entity diagram

See Key to Entity Diagrams.

The class for this entity is quote. For quotes, you can use the messages listed in the following table with the Execute method.

Message	Description
Assign	Use this message to assign a quote to another user. The information needed to assign the entity instance is specified in the TargetOwnedQuote class.
CompoundCreate	Use this message to create a quote and it's related quote details. The information needed to assign the entity instance is specified in the TargetCompoundQuote class.
CompoundUpdate	Use this message to update a quote and it's related quote details. The information needed to assign the entity instance is specified in the TargetCompoundQuote class.
ConvertQuoteToSalesOrder	Use this message to convert a quote to a sales order.
Create	Use this message to create a quote. The information needed to create the entity instance is specified in the TargetCreateQuote class. You can also call the Create method.
Delete	Use this message to delete a quote. The entity instance to delete is specified in the TargetDeleteQuote class. You can also call the Delete method.
GenerateQuoteFromOpportunity	Use this message to create a quote from an opportunity.
GetQuoteProductsFromOpportunity	Use this message to retrieve the products from an opportunity and copy them to the quote.
GrantAccess	Use this message to share a quote with another security principal (user or team). The information needed to grant access to the entity instance is specified in the TargetOwnedQuote class.
ModifyAccess	Use this message to change the access rights for a quote previously shared with another security principal (user or team). The information needed to change access rights to the entity instance is specified in the TargetOwnedQuote class.
RemoveRelated	Use this message to remove the relationship between a quote and a contact. The information needed to remove the relationship bewteen the two instances is specified in the TargetRelatedQuoteToContact class.
Retrieve	Use this message to retrieve a quote. The entity instance to retrieve is specified in the TargetRetrieveQuote class. You can also call the Retrieve method.
RetrieveMultiple	Use this message to retrieve a collection of quotes. The query expression that describes the entity instances to retrieve is specified in the Query property of this request. You can also call the RetrieveMultiple method.
RetrievePrincipalAccess	Use this message to retrieve the access the specified security principal (user or team) has to a quote. The entity instance to retrieve is specified in the TargetOwnedQuote class.
RetrieveSharedPrincipalsAndAccess	Use this message to retrieve all the security principals (users or teams) that have access to a quote, along their access rights to the quote. The entity instance to retrieve is specified in the TargetOwnedQuote class.
ReviseQuote	Use this message to set the state of a quote to Draft.
RevokeAccess	Use this message to remove all access to a quote for the specified security principal (user or team). The information needed to revoke access to the entity instance is specified in the TargetOwnedQuote class.
Rollup	Use this message to retrieve all the quotes related to the specified entity (account or contact). The entity instance to look for is specified in the TargetRollupQuoteByAccount or TargetRollupQuoteByContact class.
SetRelated	Use this message to create a relationship between a quote and a contact. The information needed to create a relationship between the two instances is specified in the TargetRelatedQuoteToContact class.
SetStateQuote	Use this message to set the state of an quote. The possible states are defined in the QuoteState enumeration.
Update	Use this message to update a quote. The entity instance to update is specified in the TargetUpdateQuote class. You can also use the Update method.