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Quote → Close as No Decision
AI-generatedSummary
Marks a ConnectWise CPQ quote as closed with a 'No Decision' outcome. Supply the quote's internal system ID with the newer alphanumeric format (legacy UUID-format quotes are not supported for closing). Optionally include a reason and closure date/time; if the date/time is not provided, the current timestamp is used.
Inputs
- Quote ID (required) — The internal system ID of the quote (ID field from API results, not the user-visible quote number). Must not be a legacy UUID format.
- Lost/No-Decision Reason — Optional reason the quote was lost or resulted in no decision.
- Won/Lost Date — Date and time the quote was closed. Defaults to the current timestamp if left blank.
Output shape
A single quote record.
Returns the updated quote record showing the quote as closed with status 'No Decision'. Be aware that legacy UUID-format quotes cannot be closed via API with this operation; attempting to do so returns an error. The response includes fields such as quote ID, status, lost reason, and won/lost date.
Examples
Example 1: Close a quote as no decision by providing the quote's alphanumeric internal system ID. Optionally include a reason and a closure date/time.
Supply the quote's internal system ID (non-legacy format). Optionally specify the reason the quote was lost/no decision and the date/time of closure; defaults to now if omitted.