APIs & Integrations

NCalmettes
Participant

how to get the sign status of a quote?

Hello, I don't understand why when I make an API call to obtain the list of all quotes from our hubspot account, the hs_status value only returns DRAFT or APPROVAL_NOT_NEEDED without distinction between Signed, Signature pending, etc... Does someone could help me?

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4 Réponses
Damien_Latapie
Participant

how to get the sign status of a quote?

Hello there !

 

Here is the property you need to use if you want to get the sign status : hs_sign_status

 

You can also fetch all available properties using this URL : /crm/v3/properties/{objectType}

 

Hopes this helps !

Cheers

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Expertopinionsa
Participant

how to get the sign status of a quote?

Hey there!

 

Getting the sign status of a quote from your HubSpot account can be a bit tricky, but fear not—I'm here to guide you through it.

 

First off, it sounds like you're making an API call to fetch all your quotes, but the hs_status field isn't giving you the nitty-gritty details you need. To distinguish between the signed, signature pending, and the whole shebang, you'll want to take a peek at the individual quote's details.

 

Here's the game plan..

 

Retrieve the specific quote details using the quote ID or whatever unique identifier you have handy.

Check out the signature_status field within those details. This field is your golden ticket to knowing whether it's signed, pending, or doing the cha-cha elsewhere.

So, in API lingo, it might look something like this:

GET /quotes/{quoteId}

Then, in the response, keep an eye out for something like:

 

{

  "hs_status": "APPROVAL_NOT_NEEDED",

  "signature_status": "SIGNED"

  // Other quote details

}

 

And there you have it! If signature_status is "SIGNED," victory is yours. If it's "PENDING" or something else, well, you know the deal.

 

Give it a spin, and let me know at triotech systems if the API dance floor treats you well or if you need more backup moves! Thanks!

NCalmettes
Participant

how to get the sign status of a quote?

Hello Expertopinionsa,
Thank you very much for the time you took to provide me with this exhaustive response. Unfortunately, I am still unable to get the signature status for my quotes. Indeed, when I call the API to obtain all the quotes from my hubspot account, even by putting the "signature_status" property in my request, the quotes returned do not present this information.
Here is the url I use to make my API request (GET) :

https://api.hubapi.com/crm/v3/objects/quotes?limit=100&properties=hs_quote_amount&properties=hs_quote_link&properties=hs_title&properties=signature_status&properties=hubspot_owner_id&associations=deal&archived=false

 

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Expertopinionsa
Participant

how to get the sign status of a quote?

Hi, @NCalmettes 
I appreciate your efforts in obtaining the signature status for your quotes. To troubleshoot, verify that "signature_status" is the correct case-sensitive field name in your API request. Confirm the field's availability in your HubSpot settings, simplify the request to focus on "signature_status," and carefully inspect the response for its presence. If issues persist, consider reaching out to HubSpot support for further assistance. Feel free to share updates with us triotech systems, and we'll work through this together.

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