# Send Estimate - **URL:** https://marketplace.gohighlevel.com/docs/ghl/invoices/send-estimate - **Summary:** API to send estimate by estimate id [Skip to main content](https://marketplace.gohighlevel.com/docs/ghl/invoices/send-estimate#__docusaurus_skipToContent_fallback) Version: v3 Send Estimate ============= POST https://services.leadconnectorhq.com/invoices/estimate/:estimateId/send Copy for LLMView as MarkdownOpen in ClaudeOpen in ChatGPTOpen in Cursor API to send estimate by estimate id ### Requirements #### Scope(s) `invoices/estimate.write` #### Auth Method(s) `OAuth Access Token``Private Integration Token` #### Token Type(s) `Sub-Account Token``Agency Token` Request[​](https://marketplace.gohighlevel.com/docs/ghl/invoices/send-estimate#request "Direct link to request") ### Header Parameters **Version** stringrequired **Possible values:** \[`v3`\] API Version ### Path Parameters **estimateId** stringrequired Estimate Id **Example:** `5f9d6d8b1b2d2c001f2d9e4b` * application/json * Body * Example (auto) ### Body**required** **altId**stringrequired Location Id or Agency Id **Example:** `6578278e879ad2646715ba9c` **altType**stringrequired **Possible values:** \[`location`\] **action**stringrequired **Possible values:** \[`sms_and_email`, `send_manually`, `email`, `sms`\] **liveMode**booleanrequired livemode for estimate **Example:** `true` **userId**stringrequired Please ensure that the UserId corresponds to an authorized personnel, either by an employee ID or agency ID, to access this location. This account will serve as the primary channel for all future communications and updates. **Example:** `6578278e879ad2646715ba9c` **sentFrom** object sender details for invoice, valid only if invoice is not sent manually **fromName**string Sender name to be used while sending email notification **Example:** `Alex` **fromEmail**string Email id to be used while sending email notification **Example:** `alex@example.com` **estimateName**string estimate name **Example:** `Estimate` { "altId": "6578278e879ad2646715ba9c", "altType": "location", "action": "sms_and_email", "liveMode": true, "userId": "6578278e879ad2646715ba9c", "sentFrom": { "fromName": "Alex", "fromEmail": "alex@example.com" }, "estimateName": "Estimate"} Responses[​](https://marketplace.gohighlevel.com/docs/ghl/invoices/send-estimate#responses "Direct link to Responses") * 201 * 400 * 401 * 422 Created * application/json * Schema * Example (auto) **Schema** **altId**stringrequired Location Id or Agency Id **Example:** `6578278e879ad2646715ba9c` **altType**stringrequired **Possible values:** \[`location`\] **_id**stringrequired Unique identifier **Example:** `67ac9a51106ee8311e911XXXX` **liveMode**booleanrequired Indicates if it is in live mode **Example:** `true` **deleted**booleanrequired Indicates if deleted **Example:** `false` **name**stringrequired Name **Example:** `Estimate Name` **currency**stringrequired Currency code **Example:** `USD` **businessDetails**objectrequired Business details associated with the estimate **Example:** `{"logoUrl":"your_image-url","name":"Business name","address":{"addressLine1":"address line 1","city":"Test City","state":"State Name","countryCode":"US","postalCode":"12345"},"phoneNo":"+1 1234567890","website":"www.example.com","customValues":[{"name":"Test","fieldKey":"{{custom_values.test}}","id":"5DYTWoiQvWiIJZXX44XXX","value":"Test's Custom Value"}]}` **items**array\[\]required An array of items **Example:** `[{"taxes":[],"taxInclusive":false,"_id":"67ac9a51106ee8311e911XXXX","description":"

Futuristic anti-gravity racing

","currency":"USD","productId":"67ac9a51106ee8311e911XXXX","priceId":"67ac9a51106ee8311e911XXXX","amount":9.99,"qty":1,"name":"TEST","type":"one_time"},{"taxes":[{"_id":"67ac9a51106ee8311e911XXXX","name":"TaxTwo","rate":8.5,"calculation":"exclusive"}],"taxInclusive":true,"_id":"67ac9a51106ee8311e911XXXX","productId":"67ac9a51106ee8311e911XXXX","priceId":"67ac9a51106ee8311e911XXXX","currency":"USD","name":"TEST2","qty":1,"amount":500,"description":"","type":"recurring"}]` **discount** objectrequired Discount details for the estimate template **value**number Discount Value **Default value:** `0` **Example:** `10` **type**stringrequired Discount type **Possible values:** \[`percentage`, `fixed`\] **Default value:** `percentage` **Example:** `percentage` **validOnProductIds**string\[\] Product Ids on which discount is applicable **Example:** `[ '6579751d56f60276e5bd4154' ]` **title**string Title **Example:** `ESTIMATE` **estimateNumberPrefix**string Estimate number prefix **Example:** `EST-` **attachments** object\[\] Attachments * Array \[\ \ \ **id**stringrequired\ \ Id of the file selected\ \ **Example:** `6241712be68f7a98102ba272`\ \ **name**stringrequired\ \ Name of the file\ \ **Example:** `Electronics.pdf`\ \ **url**stringrequired\ \ URL of the file\ \ **Example:** `https://example.com/digital-delivery`\ \ **type**stringrequired\ \ Type of the file\ \ **size**numberrequired\ \ Size of the file\ \ **Example:** `10000`\ \ * \] **updatedBy**string User Id of who last updated **Example:** `3HIpOF9NIc5ltriQXXXX` **total**numberrequired Total amount **Example:** `1222.03` **createdAt**stringrequired Timestamp when created **Example:** `2025-02-12T13:17:47.416Z` **updatedAt**stringrequired Timestamp when last updated **Example:** `2025-02-12T13:17:47.416Z` **__v**numberrequired Version number **Example:** `0` **automaticTaxesEnabled**booleanrequired Indicates if automatic taxes are enabled for this estimate **Example:** `false` **termsNotes**string Terms and conditions for the estimate, supports HTML markup **Example:** `

All services are subject to availability.

` **companyId**stringrequired Company identifier associated with the estimate **Example:** `COMP12345` **contactDetails**objectrequired Contact details for the estimate **Example:** `{"id":"jvzfKTNdE7OYXXXXXX","name":"Contact Name","phoneNo":"+911111111114","email":"email@test.com","address":{"countryCode":"US"}}` **issueDate**stringrequired Date when the estimate was issued **Example:** `2023-06-15T00:00:00.000Z` **expiryDate**stringrequired Date when the estimate expires **Example:** `2023-07-15T00:00:00.000Z` **sentBy**string User who sent the estimate **Example:** `user@example.com` **automaticTaxesCalculated**booleanrequired Indicates if automatic taxes were calculated **Example:** `true` **meta**objectrequired Additional metadata associated with the estimate **Example:** `{"key":"value"}` **estimateActionHistory**string\[\]required History of actions taken on the estimate **Example:** `[{"action":"Created","timestamp":"2023-06-15T10:00:00.000Z"}]` **sentTo**objectrequired Recipient details for the estimate **Example:** `{"email":["test@example.com"],"phoneNo":["+1 99444444444"]}` **frequencySettings** objectrequired Frequency settings for recurring estimates **enabled**booleanrequired enabled for the frequency settings **Example:** `true` **schedule** objectrequired schedule setting for the estimate **executeAt**string **rrule** object **intervalType**stringrequired **Possible values:** \[`yearly`, `monthly`, `weekly`, `daily`, `hourly`, `minutely`, `secondly`\] **Example:** `monthly` **interval**numberrequired **Example:** `2` **startDate**stringrequired Start date in YYYY-MM-DD format **Example:** `2023-01-01` **startTime**string Start time in HH:mm:ss format **Example:** `20:45:00` **endDate**string End date in YYYY-MM-DD format **Example:** `2029-11-01` **endTime**string End time in HH:mm:ss format **Example:** `18:45:00` **dayOfMonth**number \-1, 1, 2, 3, ..., 27, 28 **Example:** `15` **dayOfWeek**string **Possible values:** \[`mo`, `tu`, `we`, `th`, `fr`, `sa`, `su`\] **Example:** `mo` **numOfWeek**number \-1, 1, 2, 3, 4 **Example:** `-1` **monthOfYear**string **Possible values:** \[`jan`, `feb`, `mar`, `apr`, `may`, `jun`, `jul`, `aug`, `sep`, `oct`, `nov`, `dec`\] **Example:** `jan` **count**number Max number of task executions **Example:** `10` **daysBefore**number Execute task number of days before **Example:** `5` **useStartAsPrimaryUserAccepted**boolean Start as primary user accepted date **Example:** `true` **endType**string End type like after, by, count **Example:** `by` **lastVisitedAt**stringrequired Timestamp when the estimate was last visited **Example:** `2023-06-20T08:30:00.000Z` **totalamountInUSD**numberrequired Total amount in USD **Example:** `1500.75` **autoInvoice**object Auto-invoice settings for the estimate **Example:** `{"enabled":true,"directPayments":false}` **traceId**stringrequired Trace ID for logging and debugging **Example:** `010c7a01-857f-4619-970d-xyxyxyxy` { "altId": "6578278e879ad2646715ba9c", "altType": "location", "_id": "67ac9a51106ee8311e911XXXX", "liveMode": true, "deleted": false, "name": "Estimate Name", "currency": "USD", "businessDetails": { "logoUrl": "your_image-url", "name": "Business name", "address": { "addressLine1": "address line 1", "city": "Test City", "state": "State Name", "countryCode": "US", "postalCode": "12345" }, "phoneNo": "+1 1234567890", "website": "www.example.com", "customValues": [ { "name": "Test", "fieldKey": "{{custom_values.test}}", "id": "5DYTWoiQvWiIJZXX44XXX", "value": "Test's Custom Value" } ] }, "items": [ { "taxes": [], "taxInclusive": false, "_id": "67ac9a51106ee8311e911XXXX", "description": "

Futuristic anti-gravity racing

", "currency": "USD", "productId": "67ac9a51106ee8311e911XXXX", "priceId": "67ac9a51106ee8311e911XXXX", "amount": 9.99, "qty": 1, "name": "TEST", "type": "one_time" }, { "taxes": [ { "_id": "67ac9a51106ee8311e911XXXX", "name": "TaxTwo", "rate": 8.5, "calculation": "exclusive" } ], "taxInclusive": true, "_id": "67ac9a51106ee8311e911XXXX", "productId": "67ac9a51106ee8311e911XXXX", "priceId": "67ac9a51106ee8311e911XXXX", "currency": "USD", "name": "TEST2", "qty": 1, "amount": 500, "description": "", "type": "recurring" } ], "discount": { "type": "percentage", "value": 0 }, "title": "ESTIMATE", "estimateNumberPrefix": "EST-", "attachments": [ { "id": "6241712be68f7a98102ba272", "name": "Electronics.pdf", "url": "https://example.com/digital-delivery", "type": "string", "size": 10000 } ], "updatedBy": "3HIpOF9NIc5ltriQXXXX", "total": 1222.03, "createdAt": "2025-02-12T13:17:47.416Z", "updatedAt": "2025-02-12T13:17:47.416Z", "__v": 0, "automaticTaxesEnabled": false, "termsNotes": "

All services are subject to availability.

", "companyId": "COMP12345", "contactDetails": { "id": "jvzfKTNdE7OYXXXXXX", "name": "Contact Name", "phoneNo": "+911111111114", "email": "email@test.com", "address": { "countryCode": "US" } }, "issueDate": "2023-06-15T00:00:00.000Z", "expiryDate": "2023-07-15T00:00:00.000Z", "sentBy": "user@example.com", "automaticTaxesCalculated": true, "meta": { "key": "value" }, "estimateActionHistory": [ { "action": "Created", "timestamp": "2023-06-15T10:00:00.000Z" } ], "sentTo": { "email": [ "test@example.com" ], "phoneNo": [ "+1 99444444444" ] }, "frequencySettings": { "enabled": false }, "lastVisitedAt": "2023-06-20T08:30:00.000Z", "totalamountInUSD": 1500.75, "autoInvoice": { "enabled": true, "directPayments": false }, "traceId": "010c7a01-857f-4619-970d-xyxyxyxy"} > Common reference appendix (shared error/status catalog): see [../_shared-appendix.md](../_shared-appendix.md). **name:** [Authorization](https://marketplace.gohighlevel.com/docs/ghl/invoices/invoice-api#authentication) **type:** http**scopes:** `invoices/estimate.write`**scheme:** bearer**bearerFormat:** JWT**in:** header**description:** Use the Access Token generated with user type as Sub-Account (OR) Private Integration Token of Sub-Account. * curl * nodejs * python * php * java * go * ruby * powershell * CURL curl -L 'https://services.leadconnectorhq.com/invoices/estimate/5f9d6d8b1b2d2c001f2d9e4b/send' \-H 'Content-Type: application/json' \-H 'Accept: application/json' \-H 'Authorization: Bearer ' \--data-raw '{ "altId": "6578278e879ad2646715ba9c", "altType": "location", "action": "sms_and_email", "liveMode": true, "userId": "6578278e879ad2646715ba9c", "sentFrom": { "fromName": "Alex", "fromEmail": "alex@example.com" }, "estimateName": "Estimate"}' RequestCollapse all Base URL Edit https://services.leadconnectorhq.com Auth Security SchemeLocation-AccessAgency-Access Bearer Token Parameters estimateId — pathrequired Version — headerrequired\---v3 Body required { "altId": "6578278e879ad2646715ba9c", "altType": "location", "action": "sms_and_email", "liveMode": true, "userId": "6578278e879ad2646715ba9c", "sentFrom": { "fromName": "Alex", "fromEmail": "alex@example.com" }, "estimateName": "Estimate" } Send API Request ResponseClear Click the `Send API Request` button above and see the response here!