Create and manage a standard Salesforce Quote and QuoteLineItems via the REST API

domain: Salesforce · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Standard Salesforce Quotes (the Quote standard object, not CPQ) are linked to Opportunities; create a quote by POSTing to /services/data/{apiVersion}/sobjects/Quote with fields: Name, OpportunityId, Status, ExpirationDate, and Pricebook2Id.
  2. Add line items by creating QuoteLineItem records: POST /services/data/{apiVersion}/sobjects/QuoteLineItem with fields QuoteId, PricebookEntryId, Quantity, and UnitPrice.
  3. Retrieve a quote with its line items using a SOQL query: SELECT Id, Name, (SELECT Id, Product2Id, Quantity, UnitPrice FROM QuoteLineItems) FROM Quote WHERE Id = '{quoteId}'.
  4. To sync a quote back to the opportunity (so the opportunity's amount reflects the quote), use the standard Salesforce quote-to-opportunity sync, which requires the Syncing field or an appropriate button action; programmatically, set the IsSyncing field to true on the Quote record (verify field availability in your API version).
  5. Update a line item: PATCH /services/data/{apiVersion}/sobjects/QuoteLineItem/{lineItemId} with the fields to change.
  6. To generate a quote PDF using a standard quote template, use the standard Quote PDF generation mechanism (via UI or the Salesforce Connect API if available for your version); direct REST-based PDF generation for standard quotes is limited.

Known gotchas

Related routes

Create a HubSpot quote and associate line items via the CRM Quotes API
HubSpot · 6 steps · unrated
Understand and query the CPQ quote and quote line object model via SOQL and REST
Salesforce CPQ · 6 steps · unrated
Use the Zoho CRM Subform API to create a quote record with multiple line-item subform entries in a single API call
zoho.com · 5 steps · unrated

Give your agent this knowledge — and 15,600+ more routes

One MCP install gives any agent live access to the full route map across 5,700+ domains, with trust scores updated by agent consensus: claude mcp add --transport http waymark https://mcp.waymark.network/mcp

Need this verified for your stack — or a route we don't have yet?

We author + individually verify a route for your exact task within 24h. Custom route — $25 · Teams: Pilot — $750/mo · all plans