COMPANY

Fetches sales quotes for a company with pagination and optional search.

GET/api/v2/companies/{companyId}/sales-quotes

Authentication

Choose one supported method for this request.

OAuth 2.0 client credentials

Parameters

companyIdpathinteger · int32required

The company ID.

statusquerystring

Open/Won/Lost/Abandoned

pagequeryinteger · int32

Page number.

pageSizequeryinteger · int32

Items per page (1–200).

searchquerystring

Optional search (e.g. identifier, description).

Responses

Sales quotes retrieved successfully.

Standard response envelopeisSuccessmessageerrorsdata

Read the result from data. When isSuccess is false, errors lists what went wrong. Handling errors

Paginated

totalCountinteger · int32
- salesQuoteIdinteger · int32
- statusIDinteger · int32
- actionstring
- taxableStateLabelstring
- taxableCountyLabelstring
- taxableCityLabelstring
- taxLevelstring
- enableGroupingboolean
- groupingLevelstring
pageCountinteger · int32
currentPageCountinteger · int32
nextPageNumberinteger · int32nullable
hasNextPageboolean

REQUEST EXAMPLE

curl --request GET \
  'https://apiv2.crmseries.com/api/v2/companies/COMPANY_ID/sales-quotes' \
  --header 'Authorization: Bearer YOUR_ACCESS_TOKEN'

Replace the uppercase placeholders and sample values with your integration values.

RESPONSE · 200

{
  "isSuccess": true,
  "message": "",
  "data": {
    "totalCount": 42,
    "data": [
      {
        "salesQuoteId": 1024,
        "statusID": 1024,
        "action": "string",
        "details": {
          "userID": 1024,
          "companyID": 1024,
          "contactID": 1024,
          "identifier": "string",
          "statusID": 1024,
          "status": "string",
          "calculationType": "string",
          "startDate": "2026-01-15T14:30:00Z",
          "expirationDate": "2026-01-15",
          "inboundBranchID": 1024,
          "freightOrigin": "string",
          "inboundFreight": 1.5,
          "deliveryBranchID": 1024,
          "deliveryFreight": 1.5,
          "customerFreight": 1.5,
          "attachmentFreight": 1.5,
          "tradeInFreight": 1.5,
          "fob": "string",
          "shippingAddressID": 1024,
          "totalCost": 42,
          "salePrice": 125000.5,
          "salePriceAdjustment": 125000.5,
          "tradeOverallowance": 1.5,
          "tradeValue": 125000.5,
          "netTradeAllowance": 1.5,
          "actualSalePrice": 125000.5,
          "salePriceBeforeDiscount": 42,
          "totalSalesTax": 42,
          "downPayment": 125000.5,
          "financingField1": 1.5,
          "financingField2": 1.5,
          "financingField3": 1.5,
          "financingField4": 1.5,
          "financingField5": 1.5,
          "amountToFinance": 125000.5,
          "finalProfit": 1.5,
          "finalDiscount": 42,
          "finalProfitPercent": 1.5,
          "finalDiscountPercent": 42,
          "additionalCharges": 1.5,
          "taxableCity": "string",
          "taxableState": "string",
          "taxableCounty": "string",
          "complete": true,
          "valid": true,
          "approved": true,
          "archived": false,
          "dealSheetFile": "string",
          "buyDownAvailableRate": 125000.5,
          "buyDownDesiredRate": 125000.5,
          "buyDownMonths": 1,
          "buyDownCost": 125000.5,
          "decisionComments": "string",
          "deleted": false,
          "poNumber": "string",
          "taxExempt": false,
          "dealTrackerRequestStatus": "string",
          "willCall": true,
          "willCallBranchID": 1024,
          "branchID": 1024,
          "minimumProfitPercent": 1.5,
          "targetProfitPercent": 1.5,
          "maxDiscountPercent": 42,
          "requireApprovalOnSubmit": true,
          "buyDownProgramNo": "string",
          "taxLocked": true,
          "machineExchangeFactor": 1.5,
          "discountExchangeFactor": 42,
          "reasonIds": [
            1024
          ],
          "equipValid": true,
          "showApprovalLink": true,
          "approvalId": 1024,
          "canEdit": true,
          "showSubmitDecision": true,
          "showUpdateOrUndoDecision": true
        },
        "statuses": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "transactionTypes": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "saleTypes": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "equipmentTypes": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "categories": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "taxableStates": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "taxableCounties": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "taxableCities": [
          {
            "value": "string",
            "display": "string",
            "group": "string",
            "scope": "string",
            "dateRange": true
          }
        ],
        "reasons": [
          {
            "reasonId": 1024,
            "display": "string"
          }
        ],
        "taxableStateLabel": "string",
        "taxableCountyLabel": "string",
        "taxableCityLabel": "string",
        "taxLevel": "string",
        "equipment": [
          {
            "salesQuoteId": 1024,
            "equipmentId": 1024,
            "description": "string",
            "serialNo": "CAT0320XABC12345",
            "stockNo": "STK-1001",
            "salePrice": 125000.5,
            "actualSalePrice": 125000.5,
            "finalProfitPercent": 1.5,
            "finalProfit": 1.5,
            "finalDiscountPercent": 42,
            "finalDiscount": 42,
            "minimumProfitPercent": 1.5,
            "maxDiscountPercent": 42,
            "modelId": 1024,
            "model": "320",
            "make": "Caterpillar",
            "inventoryId": 1024,
            "configurationId": 1024,
            "calculationType": "string",
            "complete": true,
            "valid": true,
            "decisionDate": "2026-01-15T14:30:00Z",
            "deliveryDate": "2026-01-15T14:30:00Z",
            "transactionTypeId": 1024,
            "equipmentTypeId": 1024,
            "saleTypeId": 1024,
            "tradeOverallowance": 1.5,
            "transactionType": "string",
            "saleType": "string",
            "equipmentType": "string",
            "decisionComments": "string",
            "financeComments": "string",
            "thresholdExceeded": true,
            "closedStatusId": 1024,
            "dealId": 1024,
            "dealTrackerRequestStatus": "string",
            "dealIdentifier": "string",
            "newUsed": "string",
            "tradeValue": 125000.5,
            "salePriceAdjustment": 125000.5,
            "qty": 1,
            "hours": 3250,
            "outputDescription": "string",
            "equipYear": "string",
            "taxableAmount": 125000.5,
            "totalSalesTax": 42,
            "suggestedList": 1.5,
            "additionalCharges": 1.5,
            "available": true,
            "requireApprovalOnSubmit": true,
            "taxExempt": false,
            "notifyCostChanged": true,
            "reasons": "string",
            "categories": "string",
            "effectiveSalePrice": 125000.5,
            "unitIdentifier": "string",
            "competitors": [
              {
                "value": "string",
                "display": "string",
                "group": "string",
                "scope": "string",
                "dateRange": true
              }
            ],
            "decisionReasons": [
              {
                "value": "string",
                "display": "string"
              }
            ],
            "wonAgainst": [
              1
            ],
            "lostTo": 1
          }
        ],
        "fields": [
          {
            "fieldName": "string",
            "label": "string",
            "internalStatus": "string",
            "visible": true,
            "required": true
          }
        ],
        "enableGrouping": true,
        "groupingLevel": "string"
      }
    ],
    "pageCount": 42,
    "currentPageCount": 42,
    "nextPageNumber": 1,
    "hasNextPage": true
  },
  "errors": []
}