Service Fusion: Create estimate
service-fusion_create_estimateService Fusion: New estimate for a customer with products and services. Nothing is sent until send_estimate. Creates the estimate under an existing customer and returns its estimate_id. The customer receives nothing; send_estimate does that. An estimate can hold up to five options, each with its own line items. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| items | No | Products and services, each with name, quantity and rate. | |
| description | Yes | What the estimate is for. | |
| customer_name | Yes | Existing customer name from list_customers. | |
| note_to_customer | No | Shown on the estimate. |