PerfexCRMInstall

Summary

Create a new estimate in PerfexCRM by specifying mandatory Client ID and Estimate Date, with optional fields for notes, discount, currency, status, tags, terms, and custom field values.

Inputs

• Client ID (required) — ID of the client for whom the estimate is being created.
• Date (required) — Date of the estimate.
• Additional Fields — Optional fields including Admin Note, Adjustment amount, Client Note, Currency code, Discount Percent, Discount Total, Discount Type, Expiry Date, Reference Number, Sale Agent ID, Status (Draft, Sent, Declined, Accepted, Expired), Tags (comma-separated), Terms and Conditions text, and multiple Custom Fields identified by their ID or slug with the value to store.

Output shape

a single record

Returns the newly created estimate object as JSON from the PerfexCRM API.

Examples

Example 1: Create an estimate for client 123 with date, discount, and custom notes

Client ID=123, Date=2024-06-10, Additional Fields: discount_percent=10, clientnote='Estimate for website redesign'