Perfex CRM APIInstall

Summary

Create a new estimate in Perfex CRM with required details including client ID, estimate number, date, currency, items, subtotal, and total, along with optional additional fields.

Inputs

• Client ID (required) — The numeric ID of the customer for whom the estimate is created.
• Number (required) — The numeric estimate number.
• Date (required) — The date of the estimate.
• Due Date — The expiration date of the estimate.
• Currency (required) — The numeric ID representing the currency used for the estimate.
• New Items (JSON) (required) — A JSON-formatted string representing an array of new items to include in the estimate.
• Subtotal (required) — The subtotal amount for the estimate.
• Total (required) — The total amount for the estimate.
• Additional Fields — Optional fields to provide extra information such as admin note, billing and shipping addresses, client note, reference, sale agent, status, tags, and terms.

Output shape

a single record

Returns the created estimate record as JSON. The output includes all provided fields plus any fields added by the Perfex CRM API upon creation.