Service Fusion: Send estimate
service-fusion_send_estimateService Fusion: Email or text an estimate with a link to view and accept it online. Sends the estimate from the Send button of the app. By text it uses your Text an estimate template and goes to the primary contact, another saved contact or a number you give. The customer can accept the estimate or request a change. By default you confirm each call; you can switch that off for this tool. Reaches other people: confirm with the user before each call. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Phone number or email address. Default: the primary contact on the record. | |
| via | No | email or text. Default: email. | |
| template | No | Name of one of your Communication Templates. Default: the system template for the channel. | |
| estimate_id | Yes | Estimate ID from list_estimates. |