Create a new estimate template
API Version
2021-07-28 Location Id or Agency Id
"6578278e879ad2646715ba9c"
location Estimate Name
"Home Service Estimate Template"
Currency code
"USD"
An array of items for the estimate.
livemode for estimate
true
Terms notes, Also supports HTML markups
"<p>This is a default terms.</p>"
Title for the estimate
"ESTIMATE"
Automatic taxes enabled for the Estimate
true
Meta data for the estimate
{ "key": "value" }Prefix for the estimate number
"EST-"
attachments for the invoice
Successfully created
Location Id or Agency Id
"6578278e879ad2646715ba9c"
location Unique identifier
"67ac9a51106ee8311e911XXXX"
Indicates if it is in live mode
true
Indicates if deleted
false
Name
"Estimate Name"
Currency code
"USD"
{
"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"
}
]
}An array of 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"
}
]{ "type": "percentage", "value": 0 }Total amount
1222.03
Timestamp when created
"2025-02-12T13:17:47.416Z"
Timestamp when last updated
"2025-02-12T13:17:47.416Z"
Version number
0
Indicates if automatic taxes are enabled for this estimate
false
Title
"ESTIMATE"
Estimate number prefix
"EST-"
Attachments
User Id of who last updated
"3HIpOF9NIc5ltriQXXXX"
Terms and conditions for the estimate, supports HTML markup
"<p>All services are subject to availability.</p>"