REPORTING

Retrieves a paginated SalesQuote report filtered by any combination of the supplied criteria.

All filter fields are optional; only the fields present in the request are applied.

POST/api/v2/reporting/sales-quotes

Authentication

Choose one supported method for this request.

OAuth 2.0 client credentials

Request body

application/jsonrequired

Filter and pagination criteria for the report. PageSize is capped at 100 regardless of the value supplied.

salesRepsstring[]nullable
statusesstring[]nullable
branchesstring[]nullable
makestringnullable
modelstringnullable
companystringnullable
startDateFromstring · date-timenullable
startDateTostring · date-timenullable
lastModifiedFromstring · date-timenullable
lastModifiedTostring · date-timenullable
deliveryDateFromstring · date-timenullable
deliveryDateTostring · date-timenullable
decisionDateFromstring · date-timenullable
decisionDateTostring · date-timenullable
pageNumberinteger · int32
pageSizeinteger · int32

Responses

Standard response envelopeisSuccessmessageerrorsdata

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

Paginated

totalCountinteger · int32
- 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
- lastModifiedstring · date-timenullable
- makestring
- modelstring
- newUsedstring
- groupCodestring
- leadSourcestring
- inventoryStatusstring
- attachmentStockNostring
- hasTradeInboolean
pageCountinteger · int32
currentPageCountinteger · int32
nextPageNumberinteger · int32nullable
hasNextPageboolean

REQUEST EXAMPLE

curl --request POST \
  'https://apiv2.crmseries.com/api/v2/reporting/sales-quotes' \
  --header 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  --header 'Content-Type: application/json' \
  --data '{
    "salesReps": [
      "string"
    ],
    "statuses": [
      "string"
    ],
    "branches": [
      "string"
    ],
    "make": "Caterpillar",
    "model": "320",
    "company": "Acme Equipment Co.",
    "startDateFrom": "2026-01-15T14:30:00Z",
    "startDateTo": "2026-01-15T14:30:00Z",
    "lastModifiedFrom": "2026-01-15T14:30:00Z",
    "lastModifiedTo": "2026-01-15T14:30:00Z",
    "deliveryDateFrom": "2026-01-15T14:30:00Z",
    "deliveryDateTo": "2026-01-15T14:30:00Z",
    "decisionDateFrom": "2026-01-15T14:30:00Z",
    "decisionDateTo": "2026-01-15T14:30:00Z",
    "pageNumber": 1,
    "pageSize": 25
  }'

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

RESPONSE · 200

{
  "isSuccess": true,
  "message": "",
  "data": {
    "totalCount": 42,
    "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,
        "lastModified": "2026-01-15T14:30:00Z",
        "make": "Caterpillar",
        "model": "320",
        "newUsed": "string",
        "groupCode": "string",
        "leadSource": "string",
        "inventoryStatus": "string",
        "attachmentStockNo": "STK-1001",
        "hasTradeIn": true
      }
    ],
    "pageCount": 42,
    "currentPageCount": 42,
    "nextPageNumber": 1,
    "hasNextPage": true
  },
  "errors": []
}