Resources

Params

• number

  Estimate number. Defaults to +1 of highest number currently in account.

• date

  Date string in the format “yyyy-mm-dd”

• valid_to

  Date string in the format “yyyy-mm-dd”. Defaults to “date” plus the estimate validity set in the account settings.

• client_id

  Id of existing client. “client_id” OR “client” is required.

• our_reference

  Name of person who acts as reference at senders company

• your_reference

  Name of person who acts as reference at recievers company

• locale

  One of: “sv”, “en”, “da”, “nb”

• currency
• settings Must be a Hash
• settings[invoice_template]

  One of: “urban”, “clean”, “iconic”, “foxy”, “static”, “original”, “croatia”

• settings[show_product_code]

  Boolean. Should the estimate show the product code column?

• client Must be a Hash

  See documentation for ‘create client’ for detailed information about the client params. Note: it’s not possible to update a client on an estimate update, only create a client on estimate create.

  
  Metadata: :only: :create
• rows Must be an Array of nested elements
• rows[id]
• rows[product_id]
• rows[discount]

  Discount in %

• rows[amount]

  How many units of this item? May be fractional (“1.5”).

• rows[text]

  Max length 255

• rows[product_code]

  Max length 30

• rows[product_name]

  Max length 255

• rows[product_unit]

  Max length 30

• rows[product_price]

  Price of this item. May be fractional (“9.95”).

• rows[product_tax]

  One of 25, 12, 6, 0

• rows[text_row]

  Boolean. Show this row as purely text?

• rows[sort_order]

Examples

# Create an estimate to an existing client. valid_to defaults to the estimate date plus the validity set in the account settings.
POST /api/v2/estimates
{
  "client_id": 1,
  "date": "2026-11-08",
  "rows": [
    {
      "product_name": "My product",
      "product_tax": 25,
      "product_price": "100",
      "amount": "10"
    },
    {
      "text": "Some arbitrary text",
      "text_row": true
    }
  ]
}
201
{
  "data": {
    "id": 1,
    "number": 1,
    "date": "2026-11-08",
    "valid_to": "2026-12-08",
    "client_id": 1,
    "our_reference": "",
    "your_reference": "",
    "sent": false,
    "status": "pending",
    "locale": "sv",
    "currency": "SEK",
    "settings": {
      "prices_inc_tax": "no",
      "show_product_code": false,
      "invoice_template": "original"
    },
    "sum": "1250.0",
    "net": "1000.0",
    "tax": "250.0",
    "tax_details": {
      "25": "250.0"
    },
    "address": {
      "name": "Google Inc",
      "street_address": "1600 Amphitheatre Parkway",
      "care_of": "",
      "zip_code": "940 43",
      "city": "Mountain View",
      "country": "SE"
    },
    "rows": [
      {
        "id": 1,
        "product_id": 0,
        "discount": "0.0",
        "amount": "10.0",
        "text": "",
        "product_code": null,
        "product_name": "My product",
        "product_unit": "",
        "product_price": "100.0",
        "product_tax": 25,
        "text_row": false,
        "sort_order": 0,
        "tax_deductible": false
      },
      {
        "id": 2,
        "product_id": 0,
        "discount": "0.0",
        "amount": "0.0",
        "text": "Some arbitrary text",
        "product_code": null,
        "product_name": "",
        "product_unit": "",
        "product_price": "0.0",
        "product_tax": 0,
        "text_row": true,
        "sort_order": 1,
        "tax_deductible": false
      }
    ]
  }
}

# Invalid estimate
POST /api/v2/estimates
{
  "client_id": 0,
  "rows": [
    {
      "product_code": "ABCD-ABCD-ABCD-ABCD-ABCD-ABCD-ABCD-"
    }
  ]
}
422
{
  "errors": {
    "client_id": [
      {
        "error": "blank"
      }
    ],
    "rows": [
      {
        "0": {
          "rows.product_code": [
            {
              "error": "too_long",
              "count": 30
            }
          ]
        }
      }
    ]
  }
}

# Create an estimate to a new client.
POST /api/v2/estimates
{
  "date": "2026-10-08",
  "valid_to": "2026-10-22",
  "client": {
    "company": "Google",
    "address": {
      "street_address": "1600 Amphitheatre Parkway",
      "zip_code": "94043",
      "city": "Mountain View",
      "country": "SE"
    }
  },
  "rows": [
    {
      "product_name": "My product",
      "product_tax": 25,
      "product_price": "100",
      "amount": "10"
    }
  ]
}
201
{
  "data": {
    "id": 3,
    "number": 1,
    "date": "2026-10-08",
    "valid_to": "2026-10-22",
    "client_id": 2,
    "our_reference": "",
    "your_reference": "",
    "sent": false,
    "status": "pending",
    "locale": "sv",
    "currency": "SEK",
    "settings": {
      "prices_inc_tax": "no",
      "show_product_code": false,
      "invoice_template": "original"
    },
    "sum": "1250.0",
    "net": "1000.0",
    "tax": "250.0",
    "tax_details": {
      "25": "250.0"
    },
    "address": {
      "name": "Google",
      "street_address": "1600 Amphitheatre Parkway",
      "care_of": "",
      "zip_code": "940 43",
      "city": "Mountain View",
      "country": "SE"
    },
    "rows": [
      {
        "id": 5,
        "product_id": 0,
        "discount": "0.0",
        "amount": "10.0",
        "text": "",
        "product_code": null,
        "product_name": "My product",
        "product_unit": "",
        "product_price": "100.0",
        "product_tax": 25,
        "text_row": false,
        "sort_order": 0,
        "tax_deductible": false
      }
    ]
  }
}