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?

• 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

# Update an existing estimate. Sent estimates can't be updated.
PUT /api/v2/estimates/9
{
  "valid_to": "2026-10-09",
  "rows": [
    {
      "id": 11,
      "product_name": "Updated name"
    }
  ]
}
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