Exact deal fields, forecast categories, and quote fields, statuses, and versioning rules.
Deals and Quotes Field Reference
Use this reference when creating, updating, or searching for deals and quotes.
Deal Required Fields
Field
Type
Notes
Deal name
Text
Required.
Account
Account select
Required customer account.
Deal Common Fields
Field
Type
Notes
Primary contact
Contact select
Optional.
Owner
User select
Optional.
Amount
Decimal
Optional manual estimate until line items exist.
Currency
Currency select
Optional.
Probability
Percent
Optional.
Forecast category
Select
See values below.
Status
Select
See values below. Set only via the Mark Won / Mark Lost / Reopen actions — not accepted by the generic update endpoint.
Expected close date
Date
Optional.
Actual close date
Date
Set automatically to today when the deal is closed via Mark Won/Mark Lost. Not offered on the edit form, but can still be corrected afterward — directly via the API, or inline from the Deals list.
Lost reason
Text
Given when the deal is marked Lost; optional, defaults to "Unspecified." Same editability as Actual close date.
Custom fields
Custom fields
Accepted by the API and stored on the deal; not yet exposed anywhere in the Deal UI.
Forecast Category Values
Value
Meaning
pipeline
Early-stage, included in pipeline totals only.
best_case
Possible but not likely.
commit
Expected to close as forecast.
omitted
Excluded from forecast totals.
closed
Deal has closed.
An uncategorized deal has no forecast category rather than a default one.
Deal Status Values
Value
Meaning
open
Still in progress. The default for every new deal.
won
Marked Won.
lost
Marked Lost, with a reason.
Explicit and deliberately set — never inferred from other fields, and not settable through the generic update endpoint. Changes only through the dedicated close/reopen actions.
Quote Fields
Field
Type
Notes
Quote number
Text
Auto-generated, sequential across the organization (e.g. Q-000001).
Deal
Deal select
Optional. A quote can also be created standalone, with no deal attached.
Account
Account select
Required. Denormalized from the deal when one is set.
Primary
Boolean
Marks the deal's currently active quote version, when the quote belongs to a deal.
Status
Select
See values below.
Valid until
Date
Optional.
Total amount
Decimal
Rollup of the quote's line items, calculated automatically.
Currency
Currency select
Optional.
Signed date
Date
Manual field — not set automatically on acceptance.
Quote Status Values
Value
Meaning
draft
Being built.
sent
Delivered to the client.
revisioning
Being revised after sending.
accepted
Client accepted.
rejected
Client declined.
expired
Passed its valid-until date unanswered. Not detected automatically — set manually.
approved
System-set once the quote has a signed Statement of Work or active Contract. Unrelated to the general Approvals system. No further status change is possible once a quote reaches this state.