Create estimate (proforma)
create_estimateIssue a proforma estimate for customer approval or payment before generating a final invoice.
Instructions
Issue a proforma (estimate) — a quote or payment request that is not yet a fiscal invoice. Returns { series, number, url }.
Use this when the customer needs something to approve or to pay against before being invoiced, or when the user asks for a quote, an offer or a proforma. Use create_invoice instead when the sale is final and a fiscal document is what's wanted.
Once the customer accepts, turn it into an invoice with create_invoice_from_estimate rather than building the invoice by hand. As with invoices, call list_taxes for valid VAT rates.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Email overrides used when sendEmail is true. | ||
| client | Yes | The client the document is issued to. | |
| dueDate | No | Due date (YYYY-MM-DD). | |
| isDraft | No | Issue as a draft instead of a final document. | |
| currency | No | Document currency. Default RON. | |
| language | No | Document language: RO, EN, DE, IT, ES, FR, HU. Default RO. | |
| mentions | No | Free text printed on the document. | |
| products | Yes | Line items on the document. | |
| issueDate | No | Issue date (YYYY-MM-DD). Defaults to today at SmartBill. | |
| issuerCnp | No | Personal numeric code of the issuing person. | |
| precision | No | Number of decimals used for amounts. Default 2. | |
| sendEmail | No | Email the document to the client on issue. | |
| issuerName | No | Name of the issuing person. | |
| seriesName | No | Document series. Falls back to the configured default. | |
| delegateAuto | No | Delegate vehicle; only printed when delegateName and delegateIdentityCard are also sent. | |
| delegateName | No | Person collecting the goods (delegat), printed on the document. | |
| deliveryDate | No | Delivery date (YYYY-MM-DD). | |
| exchangeRate | No | Exchange rate to RON when currency is not RON. | |
| observations | No | Internal note; not printed on the document. | |
| companyVatCode | No | Issuing company CIF. Falls back to SMARTBILL_VAT_CODE. | |
| delegateIdentityCard | No | Delegate ID card series and number; only printed when delegateName is also sent. |