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 → Update
AI-generatedSummary
Updates selected fields on an existing ConnectWise CPQ quote, identified by its internal quote ID (which must not use the legacy UUID format). Add one or more field/value pairs; the operation sends the changes to the quote update endpoint and returns the updated quote. Attempting to update a quote with a legacy UUID-format ID will cause an error, as the API only supports updates on quotes with the newer alphanumeric ID format.
Inputs
- Quote ID (required) — The quote’s internal system ID from API results, not its user-visible quote number.
- Fields to Update (required) — Add one or more quote fields and their new values. For booleans enter "true" or "false"; for dates use ISO format (YYYY-MM-DD). To close a quote as lost, set Quote Status to "Lost" (recommended), or set Is Lost to true and Won Or Lost Date together. Setting Is Lost alone causes a server error.
- Field (required) — Choose a quote field to change. Available fields include quote details, dates, status, totals, approval and Order Porter settings, and custom fields.
- Value — The new value for the selected field.
Output shape
A single updated quote record.
The returned record is the quote API response after the update.