Actions32
- Quote Actions
- Quote Customer Actions
- Quote Item Actions
- Quote Tab Actions
- Quote Term Actions
- Recurring Revenue Actions
- Tax Code Actions
- Template Actions
- User Actions
Quote Term → Update
AI-generatedSummary
Updates selected fields on a quote term in ConnectWise CPQ using the quote ID and term ID. You can add one or more field/value pairs; boolean values should be entered as "true" or "false", and date values in ISO format (YYYY-MM-DD).
Inputs
- Quote ID (required) — ID of the quote containing the term.
- Term ID (required) — ID of the quote term to update.
- Fields to Update (required) — Add one or more fields and their new values. Available fields include term name and description, amounts and discounts, payment and lease settings, billing and forecast flags, and date settings.
- Field (required) — Select the quote term property to change for each update entry.
- Value — New value for the selected property. Enter booleans as "true" or "false" and dates as YYYY-MM-DD.
Output shape
a single updated quote term record
The operation sends a PATCH request for the specified quote and term IDs and returns the API response.