Create Estimate | propelone

Create an Estimate scoped to an Opportunity (cross-module convenience, PRD §14.2).

Requires: Leads CREATE_OPPORTUNITIES AND Estimate CreateEstimate permissions (strategy all).

Body (wrapper only — Estimate module performs deep validation on line-items):

service_category_id (nullable, uuid)
expected_value (nullable, numeric ≥ 0)
notes (nullable, string)
line_items[] (nullable, array — see Estimate module docs for line shape)

Create an Estimate scoped to an Opportunity (cross-module convenience, PRD §14.2). **Requires:** Leads `CREATE_OPPORTUNITIES` AND Estimate `CreateEstimate` permissions (strategy `all`). **Body (wrapper only — Estimate module performs deep validation on line-items):** - `service_category_id` (nullable, uuid) - `expected_value` (nullable, numeric ≥ 0) - `notes` (nullable, string) - `line_items[]` (nullable, array — see Estimate module docs for line shape)

Request

This endpoint expects a multipart form.

notesstringRequired

Optional: Free-text

expected_valuestringRequired

Optional: Numeric ≥ 0

Response

Successful response

1	curl -X POST https://https//https/leads/opportunities/%7Bopportunity_uuid%7D/estimates \
2	-H "{{tenant_key_name}}: {{tenant_key_value1}}\|{{tenant_key_value2}}" \
3	-H "Content-Type: multipart/form-data" \
4	-F notes="Initial estimate for Q3 marketing campaign including digital ads and influencer partnerships." \
5	-F expected_value="15000.00"

Headers

Request

Response