UiPath Documentation
industry-department-solutions
latest
false
  • Overview
  • API Resources

Supply Chain & Retail Solutions API guide

Quote Line

Overview

The quote_line resource represents individual line items in sales quotes. This resource stores detailed quote information including products, customers, pricing, and quote status.

→ For business context (purpose, usage notes, how this resource is used in the solution), see Quote line dataset in the User Guide.

Resource Endpoint

/api/v2/ingest/object/{prefix}QUOTE_LINE{suffix}
/api/v2/ingest/object/{prefix}QUOTE_LINE{suffix}

Supported Methods

MethodReturn TypeDescription
POSTResponseIngest (create/update) quote line records via UPSERT operation

Request Headers

HeaderRequiredDescription
AuthorizationYesYour Personal Access Token (PAT) from platform.peak.ai
Content-TypeYesMust be application/json

Properties

Primary Keys

  • quote_id (string) - Unique identifier for the quote
  • product_id (string) - Foreign key reference to products
  • region_id (string) - Geographic region the quote applies to

Attributes

About Required + Nullable: every attribute key must appear in each payload (Required: Yes). Nullable: Yes means the value can be null when you don't have data; Nullable: No means a non-null value is required. See Schema definition structure for the underlying rules.

AttributeData TypeRequiredNullableDescription
quote_idstringYesNoUnique identifier for each quote.
product_idstringYesNoUnique identifier of the product. Used to join product metadata to the table.
original_quote_idstringYesYesUnique identifier of the original quote replaced. Null if this is an original quote; populated if this is a re-negotiated quote.
quote_statusstringYesYesStatus of the quote. Used in model training to understand which quotes have been won and lost. Allowed values: won, lost, pending, archived.
price_list_idstringYesYesPrice list used for this quote.
quoted_attimestampYesYesTimestamp when the record was quoted. Used in model training to understand seasonal effects on the optimal quote price.
decided_attimestampYesYesTimestamp when the quote was decided. Date on which the quote was won, lost, cancelled or replaced. Null if quote is still open.
customer_idstringYesYesUnique identifier of the customer. Used to join customer metadata to the table.
merchant_idstringYesYesUnique identifier of the merchant. Used to join merchant metadata to the table. Can be null if the quote is direct to contractor.
project_idstringYesYesUnique identifier of the project. Used to join project metadata to the table.
region_idstringYesYesUnique identifier of the region. Used as a feature in model training as optimal prices vary between regions. Null if region is not selected during quote creation.
quantityfloatYesYesQuantity of the product in the quote. Used as a feature in model training as the quantity demanded impacts the optimal price.
selling_pricefloatYesYesSelling price for the product. The price on the quotation for the product. Used to calculate the discount applied to the quote for model training.

Relationships

Outbound References

This resource has relationships to:

  • sale - Quote lines can be converted into sales

Inbound References

  • product - Foreign key product_id references product
  • customer - Foreign key customer_id references customer
  • merchant - Foreign key merchant_id references merchant
  • project - Foreign key project_id references project
  • region - Foreign key region_id references region

JSON Representation

{
  "solutionName": "QP_OOTB",
  "data": [
    {
      "quote_id": "Q-2025-001",
      "product_id": "PROD-001",
      "original_quote_id": null,
      "quote_status": "won",
      "price_list_id": "PL-STD-2025",
      "quoted_at": "2025-01-20T14:30:00Z",
      "decided_at": "2025-01-25T09:15:00Z",
      "customer_id": "CUST-001",
      "merchant_id": "MERCH-001",
      "project_id": "PROJ-001",
      "region_id": "EMEA-UK",
      "quantity": 100,
      "selling_price": 189.99
    }
  ],
  "operationType": "UPSERT"
}
{
  "solutionName": "QP_OOTB",
  "data": [
    {
      "quote_id": "Q-2025-001",
      "product_id": "PROD-001",
      "original_quote_id": null,
      "quote_status": "won",
      "price_list_id": "PL-STD-2025",
      "quoted_at": "2025-01-20T14:30:00Z",
      "decided_at": "2025-01-25T09:15:00Z",
      "customer_id": "CUST-001",
      "merchant_id": "MERCH-001",
      "project_id": "PROJ-001",
      "region_id": "EMEA-UK",
      "quantity": 100,
      "selling_price": 189.99
    }
  ],
  "operationType": "UPSERT"
}

Example Request

curl -X POST \
  'https://ingestion.peak.ai/api/v2/objects/QP_QUOTE_LINE_OOTB' \
  -H 'Authorization: YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  -d '{
    "solutionName": "QP_OOTB",
    "data": [
      {
        "quote_id": "Q-2025-001",
        "product_id": "PROD-001",
        "original_quote_id": null,
        "quote_status": "won",
        "price_list_id": "PL-STD-2025",
        "quoted_at": "2025-01-20T14:30:00Z",
        "decided_at": "2025-01-25T09:15:00Z",
        "customer_id": "CUST-001",
        "merchant_id": "MERCH-001",
        "project_id": "PROJ-001",
        "region_id": "EMEA-UK",
        "quantity": 100,
        "selling_price": 189.99
      }
    ],
    "operationType": "UPSERT"
  }'
curl -X POST \
  'https://ingestion.peak.ai/api/v2/objects/QP_QUOTE_LINE_OOTB' \
  -H 'Authorization: YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  -d '{
    "solutionName": "QP_OOTB",
    "data": [
      {
        "quote_id": "Q-2025-001",
        "product_id": "PROD-001",
        "original_quote_id": null,
        "quote_status": "won",
        "price_list_id": "PL-STD-2025",
        "quoted_at": "2025-01-20T14:30:00Z",
        "decided_at": "2025-01-25T09:15:00Z",
        "customer_id": "CUST-001",
        "merchant_id": "MERCH-001",
        "project_id": "PROJ-001",
        "region_id": "EMEA-UK",
        "quantity": 100,
        "selling_price": 189.99
      }
    ],
    "operationType": "UPSERT"
  }'

Important Notes

  • Foreign Key Dependencies: Can reference products, customers, merchants, projects, and regions
  • Quote Revisions: The original_quote_id field allows tracking quote revisions and amendments
  • Status Tracking: Track the lifecycle of quotes from creation through acceptance or rejection
  • Pricing Context: Captures the actual quoted price which may differ from list prices
  • Custom Attributes: Additional custom attributes can be added using the /QUOTE_LINE/add-attribute endpoint
  • Data Validation: All attributes are validated according to their defined data types

Was this page helpful?

Connect

Need help? Support

Want to learn? UiPath Academy

Have questions? UiPath Forum

Stay updated