Estimation

The Estimates Services folder contains a suite of APIs designed for managing and automating estimate-related workflows in a business environment. This includes:

  • Create Estimates: Generate new estimates for clients, specifying items, rates, and terms.

  • Update Estimates: Modify existing estimates to reflect changes or corrections.

  • Get Estimates: Retrieve specific estimate details by ID or reference.

  • Delete Estimates: Remove unnecessary or invalid estimates.

  • Download Estimates: Export estimates in formats like PDF for sharing or archiving.

  • Mail Estimates: Send estimates directly to clients via email.

  • Get All Estimates: Retrieve a list of all estimates in the system.

  • Generate Invoice from Estimates: Convert approved estimates into invoices.

  • Update Action Over Estimates: Track changes or perform specific actions on estimates.

This folder ensures streamlined estimate management and supports efficient client interaction and record-keeping.