Skip to main content
POST
/
invoices
/
estimate
/
{estimateId}
/
send
Send Estimate
curl --request POST \
  --url https://services.leadconnectorhq.com/invoices/estimate/{estimateId}/send \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --header 'Version: <version>' \
  --data '
{
  "altId": "6578278e879ad2646715ba9c",
  "altType": "location",
  "action": "sms_and_email",
  "liveMode": true,
  "userId": "6578278e879ad2646715ba9c",
  "sentFrom": {
    "fromName": "Alex",
    "fromEmail": "alex@example.com"
  },
  "estimateName": "Estimate"
}
'
{
  "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,
  "companyId": "COMP12345",
  "contactDetails": {
    "id": "jvzfKTNdE7OYXXXXXX",
    "name": "Contact Name",
    "phoneNo": "+911111111114",
    "email": "email@test.com",
    "address": {
      "countryCode": "US"
    }
  },
  "issueDate": "2023-06-15T00:00:00.000Z",
  "expiryDate": "2023-07-15T00:00:00.000Z",
  "automaticTaxesCalculated": true,
  "meta": {
    "key": "value"
  },
  "estimateActionHistory": [
    {
      "action": "Created",
      "timestamp": "2023-06-15T10:00:00.000Z"
    }
  ],
  "sentTo": {
    "email": [
      "test@example.com"
    ],
    "phoneNo": [
      "+1 99444444444"
    ]
  },
  "frequencySettings": {
    "enabled": false
  },
  "lastVisitedAt": "2023-06-20T08:30:00.000Z",
  "totalamountInUSD": 1500.75,
  "traceId": "010c7a01-857f-4619-970d-xyxyxyxy",
  "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>",
  "sentBy": "user@example.com",
  "autoInvoice": {
    "enabled": true,
    "directPayments": false
  }
}

Authorizations

​
Authorization
string
header
required

Use the Access Token generated with user type as Sub-Account (OR) Private Integration Token of Sub-Account.

Headers

​
Version
enum<string>
required

API Version

Available options:
2021-07-28

Path Parameters

​
estimateId
string
required

Estimate Id

Example:

"5f9d6d8b1b2d2c001f2d9e4b"

Body

application/json
​
altId
string
required

Location Id or Agency Id

Example:

"6578278e879ad2646715ba9c"

​
altType
enum<string>
required
Available options:
location
​
action
enum<string>
required
Available options:
sms_and_email,
send_manually,
email,
sms
​
liveMode
boolean
required

livemode for estimate

Example:

true

​
userId
string
required

Please ensure that the UserId corresponds to an authorized personnel, either by an employee ID or agency ID, to access this location. This account will serve as the primary channel for all future communications and updates.

Example:

"6578278e879ad2646715ba9c"

​
sentFrom
object
​
estimateName
string

estimate name

Example:

"Estimate"

Response

Created

​
altId
string
required

Location Id or Agency Id

Example:

"6578278e879ad2646715ba9c"

​
altType
enum<string>
required
Available options:
location
​
_id
string
required

Unique identifier

Example:

"67ac9a51106ee8311e911XXXX"

​
liveMode
boolean
required

Indicates if it is in live mode

Example:

true

​
deleted
boolean
required

Indicates if deleted

Example:

false

​
name
string
required

Name

Example:

"Estimate Name"

​
currency
string
required

Currency code

Example:

"USD"

​
businessDetails
object
required
Example:
{
  "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
array[]
required

An array of items

Example:
[
  {
    "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
object
required
Example:
{ "type": "percentage", "value": 0 }
​
total
number
required

Total amount

Example:

1222.03

​
createdAt
string<date-time>
required

Timestamp when created

Example:

"2025-02-12T13:17:47.416Z"

​
updatedAt
string<date-time>
required

Timestamp when last updated

Example:

"2025-02-12T13:17:47.416Z"

​
__v
number
required

Version number

Example:

0

​
automaticTaxesEnabled
boolean
required

Indicates if automatic taxes are enabled for this estimate

Example:

false

​
companyId
string
required

Company identifier associated with the estimate

Example:

"COMP12345"

​
contactDetails
object
required
Example:
{
  "id": "jvzfKTNdE7OYXXXXXX",
  "name": "Contact Name",
  "phoneNo": "+911111111114",
  "email": "email@test.com",
  "address": { "countryCode": "US" }
}
​
issueDate
string<date-time>
required

Date when the estimate was issued

Example:

"2023-06-15T00:00:00.000Z"

​
expiryDate
string<date-time>
required

Date when the estimate expires

Example:

"2023-07-15T00:00:00.000Z"

​
automaticTaxesCalculated
boolean
required

Indicates if automatic taxes were calculated

Example:

true

​
meta
object
required

Additional metadata associated with the estimate

Example:
{ "key": "value" }
​
estimateActionHistory
string[]
required

History of actions taken on the estimate

Example:
[
  {
    "action": "Created",
    "timestamp": "2023-06-15T10:00:00.000Z"
  }
]
​
sentTo
object
required
Example:
{
  "email": ["test@example.com"],
  "phoneNo": ["+1 99444444444"]
}
​
frequencySettings
object
required
Example:
{ "enabled": false }
​
lastVisitedAt
string<date-time>
required

Timestamp when the estimate was last visited

Example:

"2023-06-20T08:30:00.000Z"

​
totalamountInUSD
number
required

Total amount in USD

Example:

1500.75

​
traceId
string
required

Trace ID for logging and debugging

Example:

"010c7a01-857f-4619-970d-xyxyxyxy"

​
title
string

Title

Example:

"ESTIMATE"

​
estimateNumberPrefix
string

Estimate number prefix

Example:

"EST-"

​
attachments
object[]

Attachments

​
updatedBy
string

User Id of who last updated

Example:

"3HIpOF9NIc5ltriQXXXX"

​
termsNotes
string

Terms and conditions for the estimate, supports HTML markup

Example:

"<p>All services are subject to availability.</p>"

​
sentBy
string

User who sent the estimate

Example:

"user@example.com"

​
autoInvoice
object
Example:
{ "enabled": true, "directPayments": false }
Last modified on March 4, 2026