Estimates

Create and manage estimates (quotations).

List estimates

GET /v1/estimates

Query parameters

Parameter	Type	Description
`pageSize`	integer	Results per page (default `10`, max `100`)
`pageIndex`	integer	Zero-based page index (default `0`)
`search`	string	Search by estimate number
`est_status`	integer	`0`=Open `1`=Invoiced `2`=Cancelled
`cstid`	integer	Filter by contact
`est_datetime_from`	date	Filter estimates from date (`YYYY-MM-DD`)
`est_datetime_to`	date	Filter estimates to date (`YYYY-MM-DD`)
`sortBy`	string	Field to sort by
`sortOrder`	string	`asc` \| `desc`

Example response

{
  "success": true,
  "data": {
    "data": [
      {
        "est_id": 3,
        "est_number": "EST-0003",
        "customer_id": 10,
        "est_status": 0,
        "total": 5250.00,
        "transaction_date": "2026-07-01",
        "expiry_date": "2026-08-01"
      }
    ],
    "current_page": 1,
    "total_records": 18,
    "total_pages": 2
  }
}

Get an estimate

GET /v1/estimates/{id}

Parameter	Description
`id`	The `est_id`

Returns the estimate with its full line items.

Create an estimate

POST /v1/estimates
Content-Type: application/json

Request body

Field	Type	Required	Description
`customer_id`	integer	yes	Contact `cstid`
`template_id`	integer	yes	Document template ID
`items`	array	yes	Line items (min 1)
`items[].item_id`	integer	yes	Item ID
`items[].item_name`	string	yes	Item name
`items[].quantity`	number	yes	Quantity
`items[].price`	number	yes	Unit price
`items[].type`	string	yes	`item` \| `header`
`items[].description`	string	no	Line description
`items[].discount`	number	no	Discount value
`items[].discount_type`	integer	no	`1`=fixed amount, `2`=percentage
`items[].tax_id`	string	no	Tax ID
`items[].tax_rate`	number	no	Tax rate %
`transaction_date`	date	no	Estimate date (`YYYY-MM-DD`)
`expiry_date`	date	no	Expiry date (`YYYY-MM-DD`)
`reference`	string	no	Reference / PO number (max 255)
`notes`	string	no	Notes
`terms_conditions`	string	no	Terms and conditions
`deal_id`	integer	no	Link to a deal
`org_currency_id`	integer	no	Currency ID
`conversion_rate`	number	no	Currency conversion rate
`overall_discount`	number	no	Discount applied to total
`overall_discount_type`	integer	no	`1`=fixed, `2`=percentage
`tag_ids`	integer[]	no	Array of tag IDs

Example request

{
  "customer_id": 10,
  "template_id": 1,
  "transaction_date": "2026-07-01",
  "expiry_date": "2026-08-01",
  "reference": "PO-2026-001",
  "items": [
    {
      "item_id": 12,
      "item_name": "Consulting Services",
      "quantity": 10,
      "price": 500.00,
      "type": "item",
      "tax_rate": 5
    }
  ]
}

Example response

{
  "success": true,
  "message": "Estimate EST-0003 has been created successfully",
  "data": {
    "est_id": 3,
    "est_number": "EST-0003"
  }
}

Update an estimate

PUT /v1/estimates/{id}
Content-Type: application/json

Same body structure as create. The id in the URL identifies the estimate.

Example response

{
  "success": true,
  "message": "Estimate EST-0003 has been updated successfully"
}

Delete an estimate

DELETE /v1/estimates/{id}

Parameter	Description
`id`	The `est_id`

Example response

{
  "success": true,
  "message": "Estimate deleted successfully"
}