create_estimate
Create a new customer estimate with items, dates, and notes. Automatically handles required fields for successful submission.
Instructions
Create a new estimate. Handles InvoiceShelf's undocumented required fields internally.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| items | Yes | ||
| notes | No | ||
| customer_id | Yes | ||
| expiry_date | Yes | YYYY-MM-DD | |
| estimate_date | Yes | YYYY-MM-DD | |
| template_name | No | Defaults to "tobeworks". | |
| reference_number | No |