/quote-items

name: "ConnectWise CPQ Quote Items"
description: >
  ConnectWise CPQ line items and the tabs that hold them: searching items by quote
  or tab, the tab requirement on every create, the pricing and margin fields,
  bundle and optional-line flags, recurring-revenue and PSA mapping fields, JSON
  Patch updates, and why there is no product catalog to search.
when_to_use: >-
  When adding, pricing, repricing, inspecting, or removing line items on a ConnectWise
  CPQ quote, or when working with quote tabs. Use when: cpq line item, cpq quote item,
  cpq quote tab, cpq add product to quote, cpq pricing, cpq margin, cpq recurring revenue,
  quosal line item, or cpq bundle.

ConnectWise CPQ Quote Items

Overview

Line items are the priced rows of a CPQ quote — hardware, licences, labour, recurring services. Each item belongs to exactly one **tab** (a section of the quote), and each tab belongs to one quote. Items carry both sell and cost figures, so margin is computed per line, per tab and per quote.

Anti-triggers

• **Looking up a product, SKU, list price or manufacturer** — CPQ has no catalog to

search (see below). The priced SKU master list is ConnectWise PSA's; use `connectwise-psa-product-catalog` and carry the values onto the line yourself.

• **Quote-level fields — status, totals, expiry, versions, quote customers, payment

terms** — those hang off the quote header, not its lines; use `connectwise-cpq-quotes`.

• **Line items on another vendor's quote** — Kaseya Quote Manager quote lines and

SalesBuildr quote products share this vocabulary exactly; use `kaseya-quote-manager-quotes` or `salesbuildr-quotes`.

Key Concepts

Items live on tabs, and tabs are read-only

`idQuote` says which quote; `idQuoteTabs` says which section of it. The API has no tab create/update/delete — tabs come from the template a quote was copied from, or are added in the CPQ web app.

`cpq_create_quote_item` resolves the tab for you: with `idQuoteTabs` omitted it reads the quote's tabs, uses the only one if there is exactly one, and otherwise asks which to use (erroring with the tab list if it cannot ask). A quote with no tabs cannot take items at all — that has to be fixed in CPQ.

There is no product catalog

CPQ's real-time price sourcing (Etilize, distributor feeds) is not exposed over the REST API. You cannot search products, look up a distributor price, or add "a product" by SKU lookup. Items are created by writing their fields directly, or by copying a quote or template that already contains them. `etilizeProductId` on an existing line records where a line originally came from; it is not a searchable handle.

Practical consequence: the reliable way to build a priced quote is to copy a template that already carries the right lines and adjust quantities and prices, rather than composing lines from scratch.

Pricing and margin fields

| Field | Notes | |---|---| | `basePrice` | Unit sell price | | `cost` | Unit cost | | `quantity` | Line quantity | | `extendedPrice` | `basePrice x quantity`, as computed by CPQ | | `extendedCost` | `cost x quantity` | | `discount` | Line discount | | `grossMargin` | Line margin | | `costModifier` | Markup/margin rule applied to derive price from cost | | `isProtectedPrice` | Price locked against repricing |

Line flags and structure

| Field | Notes | |---|---| | `isOptional` | Customer-selectable line; excluded from the base total | | `isBundleHeader` / `isBundleComponent` | Bundle parent and its children | | `isPhaseItem` | Belongs to a project phase | | `isPrinted` | Appears on the printed proposal | | `idRecurringRevenue` | Links the line to a recurring-revenue period (list them with `cpq_list_recurring_revenues`) |

PSA mapping

`cwClass`, `cwAgreement` and `crmReference` control how a line lands in ConnectWise PSA when a won quote is ported. Porting itself happens in the integration engine, not here, but wrong values on these fields surface as billing problems later.

Identity fields worth setting on a new line: `mfgPartNumber` (manufacturer part number) and `description`.

Common Workflows

List the lines on a quote

`cpq_search_quote_items` with `conditions: idQuote = "<quote-guid>"`, plus an `includeFields` such as `id,description,mfgPartNumber,quantity,basePrice,extendedPrice,cost`. Filter to one section with `idQuoteTabs = "<tab-guid>"` instead. Page until a page returns fewer rows than `pageSize`; searches cover latest quote versions only unless you pass `showAllVersions: true`.

Add a line

1. If the quote may have several sections, `cpq_search_quote_tabs` with `conditions: idQuote = "<quote-guid>"` to pick the tab. 2. `cpq_create_quote_item` with `idQuote`, optionally `idQuoteTabs`, and an `item` object:

item = { "mfgPartNumber": "ABC-123",
         "description": "Managed endpoint - per device",
         "quantity": 50, "basePrice": 12.00, "cost": 7.20 }

Reprice or adjust a line

`cpq_update_quote_item` with the item GUID and either `fields` (partial object) or `patch` (raw RFC 6902 ops) — one or the other, not both.

cpq_update_quote_item  id=<item-guid>  fields={ "quantity": 60, "basePrice": 11.50 }

Patch the unit fields (`quantity`, `basePrice`, `cost`) and let CPQ recompute the extended figures; writing `extendedPrice` directly fights the calculation engine.

Remove a line

`cpq_delete_quote_item` with the item GUID, and the delete is permanent. An interactive client is prompted first, echoing the line's description or part number; a non-interactive one — the gateway included — is refused until the call is re-invoked with `confirm_destructive_action: true`. Setting `isPrinted: false` or `isOptional: true` is the non-destructive way to take a line off a proposal.

Gotchas

• **A missing `idQuoteTabs` is the most common create failure.** Single-tab quotes work

without it; multi-tab quotes need one, and it must belong to the same quote.

• **Deletes are per line, so bundles n