--- title: "Create or update quotes in a batch" method: POST path: "/entities/Quotes/batch-modify" tags: ["Quote"] --- # Create or update quotes in a batch `POST /entities/Quotes/batch-modify` ## Request - Base URL: `https://us-east.api.coevera.com/api/v100/rest/spaces/your_space_id` - URL: `https://us-east.api.coevera.com/api/v100/rest/spaces/your_space_id/entities/Quotes/batch-modify` - Auth: HTTP basic - TypeScript: (a function with typed inputs; its response is checked against the schema) An item with an `id` updates that quote; an item without one creates a quote. By default one invalid item fails the whole call with HTTP 422. ## Query parameters - `validation-level` integer - `rollback-method` 0 | 1 ## Request body - BatchQuoteInput[] - `currency_exchange_rates_list_id` string, uuid: Id of the currency exchange rate list applied to this quote. - `description` string: Free-form description of the quote. - `expiration_date` string, date: Date after which the quote is no longer considered valid. - `is_archived` boolean: True when the quote has been archived (lost). Archived quotes remain readable but are hidden from active lists and cannot be edited until reactivated. - `name` string: Name of the entity and its default text representation. - `oppty_id` string, uuid: Id of the opportunity. - `owner_id` string, uuid: Id of the quote owner. - `product_currency_id` string, uuid: Id of the currency used for product line-item prices on this quote. - `product_price_list_id` string, uuid: Id of the price list that supplies prices for product line items added to this quote, or empty to use catalog defaults. - `product_sections` object: Product sections grouping the record's line items, as a JSON array of {"id": , "name": } objects. Validated on write. Full structure: https://developers.coevera.com/reference/graphql/types/p/#ProductSection This payload conforms to the `ProductSection` JSON Schema (see the linked schema). - `quick_account_email` string: Free-text company email captured at quote creation when no Account record has been linked yet. - `quick_account_name` string: Free-text company name captured at quote creation when no Account record has been linked yet. - `quick_account_phone` string: Free-text company phone captured at quote creation when no Account record has been linked yet. - `quick_contact_name` string: Free-text contact name captured at quote creation when no Contact record has been linked yet. - `quick_email` string: Free-text contact email captured at quote creation when no Contact record has been linked yet. - `quick_phone` string: Free-text contact phone captured at quote creation when no Contact record has been linked yet. - `quote_type_id` string, uuid: Id of the quote type that classifies this quote. - `reason_of_close_description` string: Free-form note explaining why the quote was archived (lost). - `reason_of_close_id` string, uuid: Id of the reason of close option selected when the quote was archived (lost). - `share_mode` 0 | 1 | 2 | 3: Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharing_units / sharing_clients lists control who is granted access. Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit - `step_id` string, uuid: Id of the quote-process step. - `unit_id` string, uuid: Id of the sales unit. - `version` integer: Revision number of the quote, incremented when a new version of the same quote is created. - `revision` integer: Revision when entity was lastly changed. - `total_amount` object: Total monetary value of the quote in the team space base currency, with the foreign value and currency code preserved alongside. - `base_value` number, double, required: Value in the base currency of the space. If empty, it is calculated from value_foreign at the current exchange rate. - `currency_id` string, uuid, required: Id of the currency of value_foreign. - `value_foreign` number, double, required: Value in the currency set by currency_id. If empty, it is calculated from base_value at the current exchange rate. - `product_relations` object[]: Product line items on this quote. Each entry holds the product, quantity, price and discount that contribute to total_amount. - `id` string, uuid: Id of the related OpptyProductRelation record. - `contact_relations` object[]: Contacts linked to this quote. - `id` string, uuid: Id of the related QuoteContactRelation record. - `account_relations` object[]: Accounts linked to this quote, including the primary-account flag. - `id` string, uuid: Id of the related QuoteAccountRelation record. - `documents` object[]: Documents linked to this quote. - `id` string, uuid: Id of the related CloudObjectRelation record. - `sharing_units` object[]: Sales units that have been granted shared access to this quote. Editable only when share_mode allows unit sharing. - `id` string, uuid: Id of the related QuoteSharingSalesUnitRelation record. - `sharing_clients` object[]: Users that have been granted shared access to this quote. Editable only when share_mode allows user sharing. - `id` string, uuid: Id of the related QuoteSharingClientRelation record. - `is_active_in_opportunity` boolean: If quote is set as active in opportunity. - `static_profiles` object[]: Saved view profiles this quote currently matches. - `id` string, uuid: Id of the related ProfileRelation record. - `tags` object[]: Tag labels applied to this quote. - `id` string, uuid: Id of the related TagRelation record. - `id` string, uuid: ID of object to update. ## Response `200` Result per item, in request order: the id of the created or updated record, or the error. - object - `success` boolean: True when the request succeeded; false on error. - `data` union[] - union - string, uuid: Id of the created or updated record. - Error: The body of every REST error. `code` and `name` are stable identifiers; `message` is for people. The full list of codes is at https://developers.coevera.com/reference/errors/. - `http_status` integer, required: HTTP status code. - `code` integer: Numeric code of the API error. - `name` string: Name of the API error. - `message` string: Message describing the error. - `success` boolean, required: Always false on error. ## Other responses - `400`: Bad request: a bad or unknown parameter (codes 117, 118), a missing permission (code 50), conflicting data (code 2002) or any other API error. The REST API answers 400 where others answer 403 or 409; check `code`. - `401`: Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED). - `422`: Validation failed (code 40000, with the failing fields) or a required parameter is missing (code 119). By default one failed item fails a whole batch and nothing is written. - `429`: Too many requests (code 182). Wait for the seconds in Retry-After, then retry. - `500`: Unexpected server error (code 1000, ERROR_UNKNOWN). --- [API](https://skmtc.dev/coevera/apis/coevera-crm-api.md) - [All operations](https://skmtc.dev/coevera/apis/coevera-crm-api/llms.txt) - [OpenAPI document](https://skmtc.dev/coevera/apis/coevera-crm-api/revisions/40ebbc83f179?raw)