SALESQUOTE

Retrieves a list of active sales quotes based on the specified filter.

Requires authentication. The response includes only active sales quotes that match the specified filter criteria.

GET/api/v2/sales-quote/active

Authentication

Choose one supported method for this request.

OAuth 2.0 client credentials

Parameters

filterquerystring

An optional filter that determines which active sales quotes to retrieve. The default value is "MyOpen". Use "MyAction" filter to get quotes that are submitted for approval.

Responses

Standard response envelopeisSuccessmessageerrorsdata

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

An array. Each item is a OpenQuoteList:

salesQuoteIdinteger · int32
identifierstring
startDatestring · date-timenullable
decisionDatestring · date-timenullable
deliveryDatestring · date-timenullable
expirationDatestring · date-timenullable
descriptionstring
serialNostring
stockNostring
equipYearstring
hoursinteger · int32
accountNostring
companyNamestring
branchstring
equipmentTypestring
saleTypestring
transactionTypestring
statusstring
valuenumber · double
salesRepstring
secondarySalesRepstring
completeboolean
validboolean
approvedboolean
isOwnerboolean
isApproverboolean
canEditboolean
showCustomerDecisionboolean
requireCompleteboolean
lastModifiedstring · date-timenullable
makestring
modelstring
newUsedstring
groupCodestring
leadSourcestring
inventoryStatusstring
attachmentStockNostring
hasTradeInboolean

REQUEST EXAMPLE

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

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

RESPONSE · 200

{
  "isSuccess": true,
  "message": "",
  "data": [
    {
      "salesQuoteId": 1024,
      "identifier": "string",
      "startDate": "2026-01-15T14:30:00Z",
      "decisionDate": "2026-01-15T14:30:00Z",
      "deliveryDate": "2026-01-15T14:30:00Z",
      "expirationDate": "2026-01-15T14:30:00Z",
      "description": "string",
      "serialNo": "CAT0320XABC12345",
      "stockNo": "STK-1001",
      "equipYear": "string",
      "hours": 3250,
      "accountNo": "string",
      "companyName": "Acme Equipment Co.",
      "branch": "string",
      "equipmentType": "string",
      "saleType": "string",
      "transactionType": "string",
      "status": "string",
      "value": 125000.5,
      "salesRep": "string",
      "secondarySalesRep": "string",
      "complete": true,
      "valid": true,
      "approved": true,
      "isOwner": true,
      "isApprover": true,
      "canEdit": true,
      "showCustomerDecision": true,
      "requireComplete": true,
      "lastModified": "2026-01-15T14:30:00Z",
      "make": "Caterpillar",
      "model": "320",
      "newUsed": "string",
      "groupCode": "string",
      "leadSource": "string",
      "inventoryStatus": "string",
      "attachmentStockNo": "STK-1001",
      "hasTradeIn": true
    }
  ],
  "errors": []
}