Create Estimate Template

curl --request POST \
  --url https://services.leadconnectorhq.com/invoices/estimate/template \
  --header 'Content-Type: application/json' \
  --header 'Version: <version>' \
  --data @- <<EOF
{
  "altId": "6578278e879ad2646715ba9c",
  "altType": "location",
  "name": "Home Service Estimate Template",
  "businessDetails": {
    "logoUrl": "https://example.com/logo.png",
    "name": "ABC Corp.",
    "phoneNo": "+1-214-559-6993",
    "address": "9931 Beechwood, TX",
    "website": "wwww.example.com",
    "customValues": [
      "<string>"
    ]
  },
  "currency": "USD",
  "items": [
    "<array>"
  ],
  "discount": {
    "type": "percentage",
    "value": 10,
    "validOnProductIds": "[ '6579751d56f60276e5bd4154' ]"
  },
  "liveMode": true,
  "termsNotes": "<p>This is a default terms.</p>",
  "title": "ESTIMATE",
  "automaticTaxesEnabled": true,
  "meta": {
    "key": "value"
  },
  "estimateNumberPrefix": "EST-",
  "attachments": [
    {
      "id": "6241712be68f7a98102ba272",
      "name": "Electronics.pdf",
      "url": "https://example.com/digital-delivery",
      "type": "<string>",
      "size": 10000
    }
  ]
}
EOF

const options = {
  method: 'POST',
  headers: {Version: '<version>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    altId: '6578278e879ad2646715ba9c',
    altType: 'location',
    name: 'Home Service Estimate Template',
    businessDetails: {
      logoUrl: 'https://example.com/logo.png',
      name: 'ABC Corp.',
      phoneNo: '+1-214-559-6993',
      address: '9931 Beechwood, TX',
      website: 'wwww.example.com',
      customValues: ['<string>']
    },
    currency: 'USD',
    items: ['<array>'],
    discount: {
      type: 'percentage',
      value: 10,
      validOnProductIds: '[ \'6579751d56f60276e5bd4154\' ]'
    },
    liveMode: true,
    termsNotes: '<p>This is a default terms.</p>',
    title: 'ESTIMATE',
    automaticTaxesEnabled: true,
    meta: {key: 'value'},
    estimateNumberPrefix: 'EST-',
    attachments: [
      {
        id: '6241712be68f7a98102ba272',
        name: 'Electronics.pdf',
        url: 'https://example.com/digital-delivery',
        type: '<string>',
        size: 10000
      }
    ]
  })
};

fetch('https://services.leadconnectorhq.com/invoices/estimate/template', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://services.leadconnectorhq.com/invoices/estimate/template"

payload = {
    "altId": "6578278e879ad2646715ba9c",
    "altType": "location",
    "name": "Home Service Estimate Template",
    "businessDetails": {
        "logoUrl": "https://example.com/logo.png",
        "name": "ABC Corp.",
        "phoneNo": "+1-214-559-6993",
        "address": "9931 Beechwood, TX",
        "website": "wwww.example.com",
        "customValues": ["<string>"]
    },
    "currency": "USD",
    "items": ["<array>"],
    "discount": {
        "type": "percentage",
        "value": 10,
        "validOnProductIds": "[ '6579751d56f60276e5bd4154' ]"
    },
    "liveMode": True,
    "termsNotes": "<p>This is a default terms.</p>",
    "title": "ESTIMATE",
    "automaticTaxesEnabled": True,
    "meta": { "key": "value" },
    "estimateNumberPrefix": "EST-",
    "attachments": [
        {
            "id": "6241712be68f7a98102ba272",
            "name": "Electronics.pdf",
            "url": "https://example.com/digital-delivery",
            "type": "<string>",
            "size": 10000
        }
    ]
}
headers = {
    "Version": "<version>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

{
  "altId": "6578278e879ad2646715ba9c",
  "altType": "location",
  "_id": "67ac9a51106ee8311e911XXXX",
  "liveMode": true,
  "deleted": false,
  "name": "Estimate Name",
  "currency": "USD",
  "businessDetails": {
    "logoUrl": "your_image-url",
    "name": "Business name",
    "address": {
      "addressLine1": "address line 1",
      "city": "Test City",
      "state": "State Name",
      "countryCode": "US",
      "postalCode": "12345"
    },
    "phoneNo": "+1 1234567890",
    "website": "www.example.com",
    "customValues": [
      {
        "name": "Test",
        "fieldKey": "{{custom_values.test}}",
        "id": "5DYTWoiQvWiIJZXX44XXX",
        "value": "Test's Custom Value"
      }
    ]
  },
  "items": [
    {
      "taxes": [],
      "taxInclusive": false,
      "_id": "67ac9a51106ee8311e911XXXX",
      "description": "<p>Futuristic anti-gravity racing</p>",
      "currency": "USD",
      "productId": "67ac9a51106ee8311e911XXXX",
      "priceId": "67ac9a51106ee8311e911XXXX",
      "amount": 9.99,
      "qty": 1,
      "name": "TEST",
      "type": "one_time"
    },
    {
      "taxes": [
        {
          "_id": "67ac9a51106ee8311e911XXXX",
          "name": "TaxTwo",
          "rate": 8.5,
          "calculation": "exclusive"
        }
      ],
      "taxInclusive": true,
      "_id": "67ac9a51106ee8311e911XXXX",
      "productId": "67ac9a51106ee8311e911XXXX",
      "priceId": "67ac9a51106ee8311e911XXXX",
      "currency": "USD",
      "name": "TEST2",
      "qty": 1,
      "amount": 500,
      "description": "",
      "type": "recurring"
    }
  ],
  "discount": {
    "type": "percentage",
    "value": 0
  },
  "total": 1222.03,
  "createdAt": "2025-02-12T13:17:47.416Z",
  "updatedAt": "2025-02-12T13:17:47.416Z",
  "__v": 0,
  "automaticTaxesEnabled": false,
  "title": "ESTIMATE",
  "estimateNumberPrefix": "EST-",
  "attachments": [
    {
      "id": "6241712be68f7a98102ba272",
      "name": "Electronics.pdf",
      "url": "https://example.com/digital-delivery",
      "type": "<string>",
      "size": 10000
    }
  ],
  "updatedBy": "3HIpOF9NIc5ltriQXXXX",
  "termsNotes": "<p>All services are subject to availability.</p>"
}

{
  "statusCode": 400,
  "message": "Bad Request"
}

{
  "statusCode": 401,
  "message": "Invalid token: access token is invalid",
  "error": "Unauthorized"
}

{
  "statusCode": 422,
  "message": [
    "Unprocessable Entity"
  ],
  "error": "Unprocessable Entity"
}