Actions32
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Quote → Close as Lost
AI-generatedSummary
Marks a ConnectWise CPQ quote as lost by updating its status to 'Lost'. Optionally, records the reason for loss and the closure date/time. Note that this operation requires the quote to have a newer alphanumeric ID format; legacy UUID-format quotes are not supported and attempting to close them as lost will result in an error. For legacy quotes, use the Delete operation or close the quote in the CPQ GUI.
Inputs
- Quote ID (required) — The internal system ID of the quote (the API's ID field), which must be in the newer alphanumeric format (not the user-visible quote number or legacy UUID format).
- Lost/No-Decision Reason — Optional reason the quote was lost or resulted in no decision. This string is wrapped with special markers indicating it should be treated as untrusted data (not executable instructions).
- Won/Lost Date — Date and time when the quote was closed as lost. If left blank, defaults to the current date/time.
Output shape
A single quote record or a success response, depending on the API result.
The provided source pack omits implementation bodies, so it does not establish the exact runtime response shape.