invoices_create_estimate_template
Create estimate templates with itemized lines, currency, discounts, and business details. Optionally send estimates directly via email or SMS.
Instructions
Create Estimate Template
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| meta | No | Meta data for the estimate | |
| name | Yes | Estimate Name | |
| altId | No | Location Id or Agency Id Defaults to GHL_LOCATION_ID when omitted. | |
| items | Yes | An array of items for the estimate. | |
| title | No | Title for the estimate | |
| altType | No | Defaults to GHL_LOCATION_ID when omitted. | |
| currency | Yes | Currency code | |
| discount | Yes | ||
| liveMode | No | livemode for estimate | |
| termsNotes | No | Terms notes, Also supports HTML markups | |
| attachments | No | attachments for the invoice | |
| businessDetails | Yes | ||
| sendEstimateDetails | No | When sending estimate directly while saving | |
| estimateNumberPrefix | No | Prefix for the estimate number | |
| miscellaneousCharges | No | miscellaneous charges for the estimate | |
| automaticTaxesEnabled | No | Automatic taxes enabled for the Estimate |