Create estimate
ghl_create_estimateCreate a custom estimate for a contact with line items, optional dates, currency, and terms. Generate the estimate number when needed, and apply saved settings or use a bare format.
Instructions
Create an estimate (quote) for a contact with line items. If your account requires it, get estimateNumber from ghl_generate_estimate_number first. issueDate/expiryDate are YYYY-MM-DD.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Estimate name/title. | |
| items | Yes | Line items on the estimate. | |
| title | No | Display title. Defaults to your saved estimate title. | |
| currency | No | USD | |
| contactId | Yes | Contact the estimate is for. | |
| issueDate | No | Issue date as YYYY-MM-DD. Defaults to today. | |
| expiryDate | No | Expiry date as YYYY-MM-DD. | |
| locationId | No | GHL Location (sub-account) ID. Defaults to GHL_LOCATION_ID. | |
| termsNotes | No | Terms & notes. Defaults to your saved estimate terms & notes. | |
| contactName | No | ||
| businessName | No | ||
| contactEmail | No | ||
| contactPhone | No | ||
| applyDefaults | No | Apply your saved GHL invoice settings (logo, business info, estimate terms & notes, title) like the UI does. Set false for a bare estimate. | |
| businessPhone | No | ||
| estimateNumber | No | Estimate number (from ghl_generate_estimate_number if required). | |
| businessAddress | No | ||
| businessLogoUrl | No | ||
| businessWebsite | No |