create_estimate
Create estimates for clients with custom pricing, taxes, discounts, and optional line items, terms, and notes.
Instructions
Create a new estimate for a client with optional line items and terms. Supports custom pricing, taxes, and discounts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tax | No | Tax percentage (0-100) | |
| tax2 | No | Second tax percentage (0-100) | |
| notes | No | Estimate notes or description | |
| subject | No | Estimate subject line | |
| currency | No | 3-letter ISO currency code (e.g., USD, EUR) | |
| discount | No | Discount percentage (0-100) | |
| client_id | Yes | The client ID to create the estimate for (required) | |
| issue_date | No | Estimate issue date (YYYY-MM-DD) | |
| purchase_order | No | Client purchase order number |