The Quote represents a quote document issued to a customer, estimating the cost of goods or services. It includes the quote's dates, status, financial totals, currency, the customer (contact) it was sent to, and the individual line items being quoted.
The AI will only look back at 12 months' worth of data.
Key Properties:
QuoteDate: The date the quote was issued. This is the primary date used for time-based questions.
ExpiryDate: The date the quote expires or is valid until.
QuoteNumber: The human-readable quote number or identifier (e.g. 'Q-1001').
QuoteTitle: The title of the quote.
QuoteSummary: Summary text describing the quote.
Terms: The terms and conditions text for the quote.
Reference: A free-text reference recorded against the quote.
Status: The quote's lifecycle status. ACCEPTED means the customer accepted it; INVOICED / Converted means it was turned into an invoice; SENT / DRAFT / Pending / NOTSENT means it is still open; DECLINED / Rejected / DELETED / Closed means it is not proceeding.
LineAmountType: Whether line amounts are tax-inclusive or tax-exclusive (e.g. 'Inclusive' or 'Exclusive').
SubTotal: The quote amount before tax.
TotalDiscount: The total discount amount applied to the quote.
Tax: The total tax amount on the quote.
Total: The total quote amount including tax (SubTotal plus Tax, less TotalDiscount). Use this for 'total amount' questions.
CurrencyCode: The ISO currency code of the quote (e.g. AUD, USD).
CurrencyRate: The exchange rate applied to convert the quote currency to the organisation's base currency.
BusinessName: The name of the customer (contact) the quote was issued to, as recorded in the ledger. Quotes go to customers, not to suppliers.
MatchedBusinessName: The business name matched against the official business registry (e.g. ABR). May differ from BusinessName, which is the name in the ledger.
ContactTaxNumber: The tax identification number as recorded on the contact (may duplicate TaxNumber).
TaxNumber: The canonical tax identification number for the contact (ABN in AU, VAT in the UK).
CompanyNumber: The company registration number for the contact (e.g. ACN in AU). Distinct from the tax number.
AccountsReceivable: The total accounts receivable balance owed by this contact across all transactions (not just this quote).
AccountsReceivableOverdue: The portion of this contact's accounts receivable balance that is overdue.
AccountsReceivableTaxType: The default tax type applied to this contact's accounts receivable.
AccountsPayable: The total accounts payable balance owed to this contact across all transactions (not just this quote).
AccountsPayableOverdue: The portion of this contact's accounts payable balance that is overdue.
AccountsPayableTaxType: The default tax type applied to this contact's accounts payable.
BusinessPaymentTerms: The default payment terms agreed with this contact (e.g. 'Net 30').
BusinessHasBankAccount: True if this contact has a bank account recorded against it.
BusinessDiscount: The default discount percentage agreed with this contact.
ContactType: The type of contact this quote is for (e.g. 'Customer').
BusinessRegistrationStatus: The registration status of the contact in the business registry (e.g. 'ACT' for active, 'CAN' for cancelled).
BusinessRegistrationStatusDate: The date the contact's business registration status was last set.
IsTaxRegistered: True if the contact is registered for tax/GST. Null when unknown.
TaxRegistrationStatusDate: The date the contact's tax registration status was last set.
TaxRegistrationNumber: The contact's registered tax/GST registration number.
BusinessGroups: The list of business groups the contact belongs to.
ContactGroup
BusinessGroupName: The name of the business group.
BusinessGroupStatus: The status of the business group (e.g. Active, Archived).
Lines: A list of quote line items detailing the individual items or services being quoted.
QuoteLine
LineItemDescription: Description of this quote line item.
LineItemQuantity: Quantity of units on this quote line.
LineItemUnitAmount: Unit price (amount per single unit) on this quote line.
DiscountRate: Discount percentage applied to this quote line.
LineItemSubTotal: Line amount before tax (quantity times unit amount, less line discount).
ItemCode: Inventory item code for this quote line.
LineItemTaxAmount: Tax amount (in currency) on this quote line.
LineItemTaxType: Tax type code for this line.
LineItemTaxTypeName: Human-readable tax type name for this line (e.g. 'Goods and Services Tax').
TaxRate: Tax rate percentage applied to this line (e.g. 10.0 for 10%).
LineItemTotalAmount: Total amount for this line including tax (LineItemSubTotal plus LineItemTaxAmount).
AccountClassification: Classification of the account this line posts to (e.g. 'Revenue').
AccountType: Account type code this line posts to (e.g. 'REVENUE').
AccountCode: Chart-of-accounts code this line posts to.
AccountName: Name of the account this line posts to.
TrackingCategories: List of tracking category items applied to this line.
TrackingCategoryItem
TrackingCategoryName: Name of the tracking category.
TrackingCategoryOption: Option of the tracking category.
📝 Example Alerts
Alert me when a quote is accepted for Street Tacos Pty Ltd.
Alert me when the total amount for a quote exceeds $10,000.
Alert me when a quote is about to expire within the next week.
Alert me to any quote that has been accepted but not yet invoiced.
Let me know when a quote is issued to a customer whose business registration status is cancelled.