{"id":9451449942290,"title":"Invoiced Update an Estimate Integration","handle":"invoiced-update-an-estimate-integration","description":"\u003cp\u003eThe Invoiced endpoint \"Update an Estimate\" is a feature provided by the Invoiced API that allows developers to update an existing estimate within the invoicing system. An estimate is typically a document that provides a prospective customer with a prediction of the costs associated with a particular job or service before it is authorized or performed. This API endpoint provides a programmatic way to make changes to such documents without needing to navigate the Invoiced platform's user interface manually.\u003c\/p\u003e\n\n\u003cp\u003eWith the \"Update an Estimate\" API endpoint, a variety of actions can be performed, including:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eModifying the details of an estimate, such as the description of services or items estimated.\u003c\/li\u003e\n\u003cli\u003eUpdating the pricing and quantity of the items or services listed on the estimate.\u003c\/li\u003e\n\u003cli\u003eChanging customer details, such as names or addresses, should they change during the estimation process.\u003c\/li\u003e\n\u003cli\u003eAdjusting the validity period, indicating how long the estimate is active before it expires.\u003c\/li\u003e\n\u003cli\u003eAdding or removing optional items that the customer may select from.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eThere are several problems that the \"Update an Estimate\" API endpoint can solve:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eError Correction:\u003c\/strong\u003e Mistakes happen, and estimates occasionally go out with incorrect information. This API allows for quick corrections without the need to reissue the entire document manually.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChanging Requirements:\u003c\/strong\u003e Sometimes a customer's requirements change after an estimate has been issued. This endpoint enables modifications without the need to start from scratch.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDynamic Pricing:\u003c\/strong\u003e If there are changes in pricing due to market conditions or availability of resources, the estimate can be updated to reflect these changes in real-time.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWorkflow Automation:\u003c\/strong\u003e The API can be integrated into a larger automated workflow, mitigating the need for manual input or updates, and therefore reducing administrative overhead.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Negotiation:\u003c\/strong\u003e During the negotiation process, different terms may be proposed and agreed upon, necessitating updates to the original estimate.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eOverall, by leveraging the \"Update an Estimate\" API endpoint, businesses can ensure that their estimates are always accurate and up-to-date. This capability not only enhances client trust but also streamlines the sales process, freeing up staff to focus on more value-added activities. Integrations using this endpoint can be part of a larger ERP, CRM, or accounting system, facilitating seamless data transfer and minimizing the potential for human error.\u003c\/p\u003e\n\n\u003cp\u003eIn conclusion, the Invoiced API \"Update an Estimate\" endpoint offers a programmable way to enhance the management of estimates, which is a critical component of the pre-sales process for many businesses. By enabling real-time updates and integration with other business systems, it can save time, reduce errors, and improve customer satisfaction.\u003c\/p\u003e","published_at":"2024-05-13T09:20:56-05:00","created_at":"2024-05-13T09:20:57-05:00","vendor":"Invoiced","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":49118106255634,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Invoiced Update 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\/ec562d9aeca901027affd329af821c27_a73c9e4e-b534-4265-a728-ec8a4a7ad3cd.png?v=1715610057"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/ec562d9aeca901027affd329af821c27_a73c9e4e-b534-4265-a728-ec8a4a7ad3cd.png?v=1715610057","options":["Title"],"media":[{"alt":"Invoiced Logo","id":39141287657746,"position":1,"preview_image":{"aspect_ratio":0.994,"height":834,"width":829,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/ec562d9aeca901027affd329af821c27_a73c9e4e-b534-4265-a728-ec8a4a7ad3cd.png?v=1715610057"},"aspect_ratio":0.994,"height":834,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/ec562d9aeca901027affd329af821c27_a73c9e4e-b534-4265-a728-ec8a4a7ad3cd.png?v=1715610057","width":829}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cp\u003eThe Invoiced endpoint \"Update an Estimate\" is a feature provided by the Invoiced API that allows developers to update an existing estimate within the invoicing system. An estimate is typically a document that provides a prospective customer with a prediction of the costs associated with a particular job or service before it is authorized or performed. This API endpoint provides a programmatic way to make changes to such documents without needing to navigate the Invoiced platform's user interface manually.\u003c\/p\u003e\n\n\u003cp\u003eWith the \"Update an Estimate\" API endpoint, a variety of actions can be performed, including:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eModifying the details of an estimate, such as the description of services or items estimated.\u003c\/li\u003e\n\u003cli\u003eUpdating the pricing and quantity of the items or services listed on the estimate.\u003c\/li\u003e\n\u003cli\u003eChanging customer details, such as names or addresses, should they change during the estimation process.\u003c\/li\u003e\n\u003cli\u003eAdjusting the validity period, indicating how long the estimate is active before it expires.\u003c\/li\u003e\n\u003cli\u003eAdding or removing optional items that the customer may select from.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eThere are several problems that the \"Update an Estimate\" API endpoint can solve:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eError Correction:\u003c\/strong\u003e Mistakes happen, and estimates occasionally go out with incorrect information. This API allows for quick corrections without the need to reissue the entire document manually.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChanging Requirements:\u003c\/strong\u003e Sometimes a customer's requirements change after an estimate has been issued. This endpoint enables modifications without the need to start from scratch.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDynamic Pricing:\u003c\/strong\u003e If there are changes in pricing due to market conditions or availability of resources, the estimate can be updated to reflect these changes in real-time.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWorkflow Automation:\u003c\/strong\u003e The API can be integrated into a larger automated workflow, mitigating the need for manual input or updates, and therefore reducing administrative overhead.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Negotiation:\u003c\/strong\u003e During the negotiation process, different terms may be proposed and agreed upon, necessitating updates to the original estimate.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eOverall, by leveraging the \"Update an Estimate\" API endpoint, businesses can ensure that their estimates are always accurate and up-to-date. This capability not only enhances client trust but also streamlines the sales process, freeing up staff to focus on more value-added activities. Integrations using this endpoint can be part of a larger ERP, CRM, or accounting system, facilitating seamless data transfer and minimizing the potential for human error.\u003c\/p\u003e\n\n\u003cp\u003eIn conclusion, the Invoiced API \"Update an Estimate\" endpoint offers a programmable way to enhance the management of estimates, which is a critical component of the pre-sales process for many businesses. By enabling real-time updates and integration with other business systems, it can save time, reduce errors, and improve customer satisfaction.\u003c\/p\u003e"}