Create Estimate | propelone

This endpoint expects a multipart form.

customer_idstringRequired

Required: Customer UUID - must exist in customers table

valid_untilstringRequired

Optional: Expiry date - must be after estimate_date - YYYY-MM-DD

estimate_datestringRequired

Optional: Estimate date - YYYY-MM-DD format - defaults to today

work_order_idstringRequired

Optional: Link to existing work order - must exist in work_orders table

customer_notesstringRequired

Optional: Notes visible to customer - max 2000 chars

internal_notesstringRequired

Optional: Internal notes not visible to customer - max 2000 chars

billing_location_idstringRequired

Optional: Billing location UUID - must exist in customer_locations table

line_items[0][notes]stringRequired

Optional: Line item notes - max 1000 chars

line_items[0][quantity]stringRequired

Required with line_items: Quantity - numeric min 0.01

line_items[0][is_taxable]stringRequired

Optional: Whether item is taxable - boolean - default true

line_items[0][unit_price]stringRequired

Required with line_items: Unit price - numeric min 0

line_items[0][description]stringRequired

Required with line_items: Line item description - max 500 chars

line_items[0][is_optional]stringRequired

Optional: Whether item is optional - boolean - default false

customer_signature_requiredstringRequired

Optional: Whether customer signature is required - boolean - false

line_items[0][line_item_type]stringRequired

line_items[0][discount_amount]stringRequired

Optional: Discount amount - numeric min 0

line_items[0][pricebook_item_id]stringRequired

Optional: PriceBook item UUID - must exist in pricebook_items table

Successful response

1	curl -X POST https://https//https/estimates \
2	-H "{{tenant_key_name}}: {{tenant_key_value1}}\|{{tenant_key_value2}}" \
3	-H "Content-Type: multipart/form-data" \
4	-F customer_id="3fa85f64-5717-4562-b3fc-2c963f66afa6" \
5	-F valid_until="2024-07-31" \
6	-F estimate_date="2024-07-01" \
7	-F work_order_id="7b9c9f1e-8d3a-4f2a-9c1e-123456789abc" \
8	-F customer_notes="Please review the estimate and approve by the valid until date." \
9	-F internal_notes="Priority customer, apply standard discount." \
10	-F billing_location_id="d4e5f6a7-b8c9-4d0e-9f1a-23456789abcd" \
11	-F line_items[0][notes]="Includes installation and setup." \
12	-F line_items[0][quantity]="3" \
13	-F line_items[0][is_taxable]="true" \
14	-F line_items[0][unit_price]="150.00" \
15	-F line_items[0][description]="Premium air conditioning unit" \
16	-F line_items[0][is_optional]="false" \
17	-F customer_signature_required="true" \
18	-F line_items[0][line_item_type]="parts" \
19	-F line_items[0][discount_amount]="20.00" \
20	-F line_items[0][pricebook_item_id]="a1b2c3d4-e5f6-7890-abcd-ef1234567890"