QuoteTemplate
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will eventually be deactivated. At this time, there is no end-of-lifecycle date.
This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Quotes list labor, products, services, and miscellaneous items and their suggested prices. They are presented to a customer when negotiating an Opportunity. The template determines what account, quote item, tax and financial related details the Autotask user wants to include on the invoice, and how the output will be presented. Grouping is determined by the associated Quote entity. Quote templates are added through the UI under CRM > Tools/Setup > Quote Templates.
NOTE With the InvoiceTemplate entity and additional new entities and fields, the API provides the information needed for an external application to reproduce all information and content on an Autotask invoice, but not necessarily create an exact visual reproduction of the invoice.
Entity details
You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.
| Entity Name: | QuoteTemplate |
| Can Create: | |
| Can Update: | |
| Can Query: |
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| Can Delete: | |
| Can Have UDFs: |
Field definitions
About this table
The following table describes the standard Autotask field objects for this entity.
- To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call The getFieldInfo() SOAP API call.
- For information on entity UDFs, use getUDFInfo().
- For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed.
- LT indicates Local Term.
For more information about fields marked as picklists, review our Understanding picklists article.
| Field Name | Label | Datatype | Read Only | Is Re- quired |
Reference Name | Picklist |
|---|---|---|---|---|---|---|
| Active | Active | boolean |
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| CalculateTaxSeparately | Calculate Tax Separately | boolean |
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| CreateDate | Create Date | datetime |
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| CreatedBy | CreatedBy | integer |
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Resource | ||
| CurrencyNegativeFormat | Currency Negative Format | string (10) |
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| CurrencyPositiveFormat | Currency Positive Format | string (10) |
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| DateFormat | Date Format | integer |
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| Description | Description | string (200) |
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| RETIRED! See important note above. DisplayCurrencySymbol |
Display Currency Symbol | integer |
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| DisplayTaxCategorySuperscripts | Display Tax Category Superscripts | boolean |
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| id | ID | long |
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| LastActivityBy | Last Activity By | integer |
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Resource | ||
| LastActivityDate | Last Activity Date | datetime |
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| Name | Name | string (50) |
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| NumberFormat | Number Format | integer |
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| PageLayout | Page Layout | integer |
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| PageNumberFormat | Page Number Format | integer |
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| ShowEachTaxInGroup | Show Each Tax In Group | boolean |
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| ShowGridHeader | Show Grid Header | boolean |
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| ShowTaxCategory | Show Tax Category | boolean |
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| ShowVerticalGridLines | Show Vertical Grid Lines | boolean |
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