Actions32
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Quote → Close as Won
AI-generatedSummary
Closes a ConnectWise CPQ quote as won. Provide the quote's internal system ID, which must be the newer alphanumeric format (legacy UUID-format quotes cannot be closed via API). Optionally record a win reason and the close date/time, which defaults to now if left blank. Closing a legacy format quote via this operation results in an error; instead, use delete or close the quote in the CPQ GUI.
Inputs
- Quote ID (required) — The quote's internal system ID (the API result's ID field), not its user-visible quote number. Must be the newer alphanumeric format; legacy UUID-format quotes are unsupported for close operations.
- Won Reason — Optional reason the quote was won.
- Won/Lost Date — Date and time the quote was closed; defaults to now when left blank.
Output shape
Not determinable from the supplied source pack.
The operation performs a PATCH request to update the quote's status to 'Won' with optional fields. The API response includes the updated QuoteView object. Quotes with legacy UUID IDs cannot be closed using this operation and will result in an error. Instead, use the Delete operation or close the quote manually in the CPQ GUI.