CRM Quote

URL	Verbs	Function
/CRMQuote	GET	Query a list of CRM Quotes
/CRMQuote/<reference>	GET	Query a single CRM Quote
/CRMQuote	POST	Create a new CRM Quote
/CRMQuote/<reference>	POST	Update an existing CRM Quote

Supported modifiers

Query String	Definition	Sample
type	Query CRM Quotes based on their type	type=Sales
modifiedSince	Return CRM Quotes modified since a nominated date and time	modifiedSince=2013-02-28T16:45:00
treeName and treeBranch	Return a list of CRM Quotes assigned to a nominated branch of a nominated tree	treeName=Colour-AUS&treeBranch=Blue
status	Return a list of CRM Quotes for the status. Valid options are OPEN and CLOSED	status=OPEN
quoteStage	Return a list of CRM Quotes for the stage. Valid options come from the Quote Stage setup	quoteStage=WON

Security Linked Menu

Menu Item	Located
Quotes	CRM / Sales & Marketing
Return Authorities	CRM / Sales & Marketing
Counter Sales	CRM / Counter Sales
Quotes	CRM / Service & Support
Quotes	CRM / Bookings Management
Donations	CRM / Fund Raising
Pledges	CRM / Pledges

Sample XML Response

<?xml version="1.0" encoding="UTF-8"?>

<CRMQuote>
    <Edition>15</Edition>
    <OidString>5588.2</OidString>
    <EntryTimeStamp>2008-01-06T09:47:14</EntryTimeStamp>
    <EntryUser>SUPER</EntryUser>
    <ModifiedTimeStamp>2008-01-06T09:47:34</ModifiedTimeStamp>
    <ModifiedUser>SUPER</ModifiedUser>
    <QuoteNumber>1000</QuoteNumber>
    <Summary>Quote on PC system for Schools</Summary>
    <CreatedBy>SUPER</CreatedBy>
    <Notes/>
    <CustomerOrderNo/>
    <CreatedDate>2008-01-17</CreatedDate>
    <ExpiryDate>2008-02-05</ExpiryDate>
    <WonLostDate/>
    <SentDate/>
    <ExpectedDate/>
    <IsLocked>true</IsLocked>
    <IsPrimary>false</IsPrimary>
    <IsCustomerOrderSighted>false</IsCustomerOrderSighted>
    <IsApproved>false</IsApproved>
    <IsContractPricingPosted>false</IsContractPricingPosted>
    <IsInvoiceReseller>false</IsInvoiceReseller>
    <QuoteStage>WON</QuoteStage>
    <ConfidencePercentage>80.00</ConfidencePercentage>
    <Discount>0.00</Discount>
    <Tax>1848.07</Tax>
    <Net>18480.70</Net>
    <Total>20328.77</Total>
    <Margin>0.00</Margin>
    <Cost>0.00</Cost>
    <Organisation>1000</Organisation>
    <Contact>10000</Contact>
    <Lead>1000</Lead>
    <Campaign>1005</Campaign>
    <SalesPerson>SAMPSS</SalesPerson>
    <QuoteType>Sales</QuoteType>

	<CRMBranch>01</CRMBranch>
    <Address>
        <Contact/>
        <Address1/>
        <Address2/>
        <Address3/>
        <Suburb/>
        <Postcode/>
        <State/>
        <Country>AUS</Country>
        <TZone/>
        <PhoneBH/>
        <PhoneAH/>
        <Fax/>
        <Email/>
        <Web/>
        <Mobile/>
    </Address>
    <LineItems collection='true' count='1'>
        <CRMLineItem>
            <LineType>CR</LineType>
            <LineNumber>1</LineNumber>
            <OidString>5532.2</OidString>
            <Edition>4</Edition>
            <TaxCode>GST Free</TaxCode>
            <TaxType>Inclusive</TaxType>
            <Quantity>10.0000</Quantity>
            <DiscountPercentage>0.00</DiscountPercentage>
            <Amount>18480.70</Amount>
            <DiscountAmount>0.00</DiscountAmount>
            <TaxAmount>1848.07</TaxAmount>
            <TaxPercentage>10.0000</TaxPercentage>
            <UnitPrice>2032.8770</UnitPrice>
            <StandardText/>
            <Product>1001</Product>
            <Description>EDU Primary School PC Solution</Description>
            <SubCode/>
            <IsHoldCost>false</IsHoldCost>
            <IsRevisionHoldPrice>false</IsRevisionHoldPrice>
        </CRMLineItem>
    </LineItems>
</CRMQuote>