Send estimate
send_estimateEmail an estimate to the customer with a link to approve one of its options. Sends as the Send button of the estimate page does, by email only. The customer gets the email at once and the estimate shows Awaiting Approval. By default you confirm each call; you can switch that off for this tool. Waits for the owner's approval.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"estimate_id": "<estimate_id>"
},
"name": "send_estimate"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Send to this address. Default: the customer's email. | ||
| message | No | Email text. Default: the panel's greeting. | |
| subject | No | Default: Estimate #N from <company>. | |
| option_ids | No | Options to include (get_estimate). Default: all. | |
| estimate_id | Yes | estimate_id from list_estimates. |