QuoteTemplates
This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Quotes list labor, products, services, and miscellaneous items and their suggested prices. They are presented to a customer when negotiating an Opportunity. The template determines what account, quote item, tax and financial related details the Autotask user wants to include on the invoice, and how the output will be presented. Grouping is determined by the associated Quote entity. Quote templates are added through the UI under CRM > Tools/Setup > Quote Templates.
NOTE The API provides the information needed for an external application to reproduce all information and content on an Autotask invoice, but not necessarily create an exact visual reproduction of the invoice.
NOTE You can refer to the Online Help to find root and child access URLs of the entity you wish to query. Refer to Finding resource and child access URLs of REST API entities for more information.
Entity details
| Entity Name: | QuoteTemplates |
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Entity Path: |
/atservicesrest/v1.0/QuoteTemplates |
| Can Create: | |
| Can Update: | |
| Can Query: |
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| Can Delete: | |
| Can Have UDFs: |
Field definitions
About this table
The following table describes the standard Autotask fields for this entity. Refer to the following articles for more information about working with these fields:
- The entityInformation REST API call
- Making basic query calls to the REST API
- Advanced query features of the REST API
To learn how to query picklist endpoints, refer to Understanding picklists.
Notes
- For string datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed.
- LT indicates Local Term.
- If this entity has child collections, they will appear in a Child collection access URLs or an Entity URLs and relationships drop-down in the Entity details section of this article.
- You can call the /query/count/ endpoint of a resource to determine how many records a collection holds.
| Field Name | Datatype | Read-Only | Is Re- quired |
Reference Name | Picklist |
|---|---|---|---|---|---|
| calculateTaxSeparately | boolean |
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| createDate | datetime |
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createdBy |
integer |
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| currencyNegativeFormat | string (10) |
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| currencyPositiveFormat | string (10) |
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| dateFormat | integer |
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| description | string (200) |
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| displayTaxCategorySuperscripts | boolean |
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| id | long |
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| isActive | boolean |
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| lastActivityBy | integer |
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Resources | ||
| lastActivityDate | datetime |
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| name | string (50) |
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| numberFormat | integer |
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| pageLayout | integer |
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| pageNumberFormat | integer |
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| showEachTaxInGroup | boolean |
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| showGridHeader | boolean |
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| showTaxCategory | boolean |
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| showVerticalGridLines | boolean |
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