Update Estimate Settings | propelone

Query parameters

user_idstringOptional

Optional: User UUID for user-level override - uuid

Request

This endpoint expects a multipart form.

enable_sms_bccstringRequired

Optional: Enable automatic SMS BCC on sent estimates - boolean - false

estimate_prefixstringRequired

Optional: Prefix for estimate numbers - max 10 chars

sms_bcc_numbersstringRequired

Optional: JSON array of phone numbers to auto-BCC via SMS - requires enable_sms_bcc=true - [“+15551234567”]

enable_email_bccstringRequired

Optional: Enable automatic email BCC on sent estimates - boolean - false

approval_thresholdstringRequired

Optional: Amount threshold for approval - numeric min 0

auto_send_estimatestringRequired

Optional: Auto-send on approval - boolean

estimate_logo_pathstringRequired

Optional: Path to estimate logo - max 255 chars

email_bcc_addressesstringRequired

Optional: JSON array of email addresses to auto-BCC - requires enable_email_bcc=true - [“sales@company.com”,“manager@company.com”]

Optional: JSON array of email addresses to auto-BCC - requires enable_email_bcc=true - ["sales@company.com","manager@company.com"]

estimate_footer_textstringRequired

Optional: Footer text on estimate PDF - max 2000 chars

expiry_reminder_daysstringRequired

Optional: Days before expiry to send reminder - integer 1-30

terms_and_conditionsstringRequired

Optional: Terms and conditions text - max 5000 chars

default_validity_daysstringRequired

Optional: Default days until expiry - integer 1-365

default_customer_notesstringRequired

Optional: Default customer-facing notes - max 2000 chars

default_internal_notesstringRequired

Optional: Default internal notes - max 2000 chars

estimate_number_formatstringRequired

Optional: Number format - max 50 chars

estimate_notes_templatestringRequired

Optional: Default notes template - max 2000 chars

expiry_reminder_enabledstringRequired

Optional: Enable expiry reminders - boolean

allow_accept_after_expirystringRequired

Optional: Allow acceptance after expiry - boolean

require_estimate_approvalstringRequired

Optional: Require approval before sending - boolean

auto_convert_on_acceptancestringRequired

Optional: Auto-convert on acceptance - none|to_work_order|to_invoice

auto_send_acceptance_notificationstringRequired

Optional: Send notification on acceptance - boolean

Response

Successful response

1	curl -X PUT "https://https//https/estimates/settings?user_id=" \
2	-H "{{tenant_key_name}}: {{tenant_key_value1}}\|{{tenant_key_value2}}" \
3	-H "Content-Type: multipart/form-data" \
4	-F enable_sms_bcc="true" \
5	-F estimate_prefix="EST-" \
6	-F sms_bcc_numbers="[\"+15551234567\", \"+15557654321\"]" \
7	-F enable_email_bcc="true" \
8	-F approval_threshold="1000" \
9	-F auto_send_estimate="true" \
10	-F estimate_logo_path="/images/logos/estimate_logo.png" \
11	-F email_bcc_addresses="[\"sales@company.com\", \"manager@company.com\"]" \
12	-F estimate_footer_text="Thank you for considering our services. Please contact us for any questions." \
13	-F expiry_reminder_days="5" \
14	-F terms_and_conditions="All estimates are valid for 30 days. Payment terms are net 30 days." \
15	-F default_validity_days="30" \
16	-F default_customer_notes="Please review the estimate carefully and contact us with any questions." \
17	-F default_internal_notes="Internal use only: Verify client credit before approval." \
18	-F estimate_number_format="EST-{YYYY}-{0000}" \
19	-F estimate_notes_template="This estimate includes all applicable taxes and fees." \
20	-F expiry_reminder_enabled="true" \
21	-F allow_accept_after_expiry="false" \
22	-F require_estimate_approval="true" \
23	-F auto_convert_on_acceptance="to_invoice" \
24	-F auto_send_acceptance_notification="true"

Headers

Query parameters

Request

Response