{"id":9177174966546,"title":"Clientary Create an Estimate Integration","handle":"clientary-create-an-estimate-integration","description":"\u003cbody\u003e```html\n\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003ctitle\u003eCreate an Estimate Integration - API Endpoint Guide\u003c\/title\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n margin: 40px;\n }\n\n section {\n margin-bottom: 20px;\n }\n\n h1, h2 {\n color: #333;\n }\n\n p {\n font-size: 16px;\n color: #666;\n }\n\n code {\n background-color: #f8f8f8;\n border: 1px solid #e1e1e8;\n padding: 5px 10px;\n border-radius: 4px;\n font-size: 14px;\n }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eUnderstanding the Clientary Create an Estimate API Endpoint\u003c\/h1\u003e\n \u003csection\u003e\n \u003ch2\u003eWhat is an Estimate?\u003c\/h2\u003e\n \u003cp\u003eAn estimate is a document typically created by businesses to provide a prospective customer with a quotation for goods or services. This document serves as a precursor to an invoice, breaking down the costs associated with a project or an order before it is confirmed.\u003c\/p\u003e\n \u003c\/section\u003e\n \u003csection\u003e\n \u003ch2\u003eAPI Endpoint Functionality\u003c\/h2\u003e\n \u003cp\u003eThe Clientary Create an Estimate API endpoint provides a practical solution for businesses that need an efficient way to generate and manage estimates digitally. By integrating with this API, developers can programmatically create estimates on behalf of a business, enabling a smoother transition from a consultation or negotiation phase to a confirmed deal.\u003c\/p\u003e\n\n \u003cp\u003eThe API can be called to perform the following actions:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutomatically generate an estimate based on data inputted through another platform or software.\u003c\/li\u003e\n \u003cli\u003eCustomize the estimate with business branding and specific line items to reflect the products or services offered.\u003c\/li\u003e\n \u003cli\u003ePrecisely calculate prices, taxes, and discounts.\u003c\/li\u003e\n \u003cli\u003eStore and manage these estimates in a centralized system for record-keeping and further analysis.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003c\/section\u003e\n \u003csection\u003e\n \u003ch2\u003eProblems Solved\u003c\/h2\u003e\n \u003cp\u003eThe Clientary Create an Estimate API endpoint can solve several business problems, including:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eEfficiency:\u003c\/strong\u003e Manually preparing estimates can be time-consuming. Using the API, estimates can be generated quickly and automatically.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAccuracy:\u003c\/strong\u003e Human error in calculations is reduced as the API manages the pricing structures, discounts, and taxes, ensuring precision in the estimates.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eConsistency:\u003c\/strong\u003e Each estimate generated via the API maintains a consistent format, reflecting the company's brand identity and professionalism.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntegration:\u003c\/strong\u003e The API can integrate with existing CRM or ERP systems, ensuring seamless data flow and avoiding redundancy.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAccessibility:\u003c\/strong\u003e Since estimates are generated and stored digitally, they can be easily accessed from anywhere, aiding remote work and customer service.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003c\/section\u003e\n \u003csection\u003e\n \u003ch2\u003eUsage Example\u003c\/h2\u003e\n \u003cp\u003eTo utilize this API endpoint, a developer must typically make a POST request to the given URL, including all necessary parameters for creating an estimate. Here is an example of what such a request might look like:\u003c\/p\u003e\n \u003ccode\u003e\n POST \/api\/create_estimate\u003cbr\u003e\n Host: api.clientary.com\u003cbr\u003e\n Content-Type: application\/json\u003cbr\u003e\n Authorization: Bearer your_access_token\u003cbr\u003e\n \u003cbr\u003e\n {\n \"customer_id\": \"12345\",\n \"date\": \"2023-04-15\",\n \"line_items\": [\n {\n \"description\": \"Web Design Services\",\n \"quantity\": 1,\n \"unit_price\": 1500.00\n }\n ],\n \"terms\": \"Please pay within 30 days.\"\n }\n \u003c\/code\u003e\n \u003c\/section\u003e\n\n\n```\u003c\/body\u003e","published_at":"2024-03-22T10:25:29-05:00","created_at":"2024-03-22T10:25:30-05:00","vendor":"Clientary","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":48348340715794,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Clientary Create an Estimate Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/302025970d39edc5ee73b28e9f2e9ef5_98287bb2-9d1d-45e9-96c1-9ff3846b6dd0.png?v=1711121130"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/302025970d39edc5ee73b28e9f2e9ef5_98287bb2-9d1d-45e9-96c1-9ff3846b6dd0.png?v=1711121130","options":["Title"],"media":[{"alt":"Clientary Logo","id":38074388513042,"position":1,"preview_image":{"aspect_ratio":5.025,"height":200,"width":1005,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/302025970d39edc5ee73b28e9f2e9ef5_98287bb2-9d1d-45e9-96c1-9ff3846b6dd0.png?v=1711121130"},"aspect_ratio":5.025,"height":200,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/302025970d39edc5ee73b28e9f2e9ef5_98287bb2-9d1d-45e9-96c1-9ff3846b6dd0.png?v=1711121130","width":1005}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e```html\n\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003ctitle\u003eCreate an Estimate Integration - API Endpoint Guide\u003c\/title\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n margin: 40px;\n }\n\n section {\n margin-bottom: 20px;\n }\n\n h1, h2 {\n color: #333;\n }\n\n p {\n font-size: 16px;\n color: #666;\n }\n\n code {\n background-color: #f8f8f8;\n border: 1px solid #e1e1e8;\n padding: 5px 10px;\n border-radius: 4px;\n font-size: 14px;\n }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eUnderstanding the Clientary Create an Estimate API Endpoint\u003c\/h1\u003e\n \u003csection\u003e\n \u003ch2\u003eWhat is an Estimate?\u003c\/h2\u003e\n \u003cp\u003eAn estimate is a document typically created by businesses to provide a prospective customer with a quotation for goods or services. This document serves as a precursor to an invoice, breaking down the costs associated with a project or an order before it is confirmed.\u003c\/p\u003e\n \u003c\/section\u003e\n \u003csection\u003e\n \u003ch2\u003eAPI Endpoint Functionality\u003c\/h2\u003e\n \u003cp\u003eThe Clientary Create an Estimate API endpoint provides a practical solution for businesses that need an efficient way to generate and manage estimates digitally. By integrating with this API, developers can programmatically create estimates on behalf of a business, enabling a smoother transition from a consultation or negotiation phase to a confirmed deal.\u003c\/p\u003e\n\n \u003cp\u003eThe API can be called to perform the following actions:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutomatically generate an estimate based on data inputted through another platform or software.\u003c\/li\u003e\n \u003cli\u003eCustomize the estimate with business branding and specific line items to reflect the products or services offered.\u003c\/li\u003e\n \u003cli\u003ePrecisely calculate prices, taxes, and discounts.\u003c\/li\u003e\n \u003cli\u003eStore and manage these estimates in a centralized system for record-keeping and further analysis.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003c\/section\u003e\n \u003csection\u003e\n \u003ch2\u003eProblems Solved\u003c\/h2\u003e\n \u003cp\u003eThe Clientary Create an Estimate API endpoint can solve several business problems, including:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eEfficiency:\u003c\/strong\u003e Manually preparing estimates can be time-consuming. Using the API, estimates can be generated quickly and automatically.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAccuracy:\u003c\/strong\u003e Human error in calculations is reduced as the API manages the pricing structures, discounts, and taxes, ensuring precision in the estimates.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eConsistency:\u003c\/strong\u003e Each estimate generated via the API maintains a consistent format, reflecting the company's brand identity and professionalism.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntegration:\u003c\/strong\u003e The API can integrate with existing CRM or ERP systems, ensuring seamless data flow and avoiding redundancy.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAccessibility:\u003c\/strong\u003e Since estimates are generated and stored digitally, they can be easily accessed from anywhere, aiding remote work and customer service.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003c\/section\u003e\n \u003csection\u003e\n \u003ch2\u003eUsage Example\u003c\/h2\u003e\n \u003cp\u003eTo utilize this API endpoint, a developer must typically make a POST request to the given URL, including all necessary parameters for creating an estimate. Here is an example of what such a request might look like:\u003c\/p\u003e\n \u003ccode\u003e\n POST \/api\/create_estimate\u003cbr\u003e\n Host: api.clientary.com\u003cbr\u003e\n Content-Type: application\/json\u003cbr\u003e\n Authorization: Bearer your_access_token\u003cbr\u003e\n \u003cbr\u003e\n {\n \"customer_id\": \"12345\",\n \"date\": \"2023-04-15\",\n \"line_items\": [\n {\n \"description\": \"Web Design Services\",\n \"quantity\": 1,\n \"unit_price\": 1500.00\n }\n ],\n \"terms\": \"Please pay within 30 days.\"\n }\n \u003c\/code\u003e\n \u003c\/section\u003e\n\n\n```\u003c\/body\u003e"}