Create estimate
wave_create_estimateCreates a draft estimate (quote) for a customer with product line items, unit prices, and an optional deposit. Use it to prepare a quote without sending email.
Instructions
Create a draft estimate (quote). Each line needs a product and a unitPrice. Optionally ask for a deposit. Nothing is emailed.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| memo | No | Notes shown to the customer | |
| items | Yes | ||
| title | No | ||
| footer | No | ||
| dueDate | No | Expiry date | |
| subhead | No | ||
| currency | No | ISO 4217 currency code, e.g. CAD or USD | |
| hideName | No | ||
| hideUnit | No | ||
| poNumber | No | ||
| discounts | No | ||
| hidePrice | No | ||
| itemTitle | No | ||
| unitTitle | No | ||
| businessId | No | Business ID; defaults to the one wave_get_context reports | |
| customerId | Yes | ||
| hideAmount | No | ||
| priceTitle | No | ||
| amountTitle | No | ||
| depositUnit | No | ||
| depositValue | No | Deposit size in depositUnit. Wave documents AMOUNT values in cents | |
| estimateDate | No | Date, YYYY-MM-DD | |
| exchangeRate | No | Business currency per document currency (foreign-currency documents only) | |
| depositStatus | No | Whether the customer can or must pay a deposit | |
| estimateNumber | No | ||
| hideDescription | No | ||
| disableAmexPayments | No | ||
| disableBankPayments | No | ||
| disableCreditCardPayments | No | ||
| dontCarryOverNotesToInvoice | No | ||
| requireTermsOfServiceAgreement | No |