{
"id": "123ABC-1234567890",
"objectType": "qbd_estimate",
"createdAt": "2021-10-01T12:34:56-05:00",
"updatedAt": "2021-10-01T15:45:30-05:00",
"revisionNumber": "1721172183",
"customer": {
"id": "80000001-1234567890",
"fullName": "Acme Corporation"
},
"class": {
"id": "80000001-1234567890",
"fullName": "Web Development"
},
"documentTemplate": {
"id": "80000001-1234567890",
"fullName": "Estimate Template"
},
"transactionDate": "2021-10-01",
"refNumber": "EST-1234",
"billingAddress": {
"line1": "Conductor Labs Inc.",
"line2": "540 Market St.",
"line3": "Suite 100",
"line4": "",
"line5": "",
"city": "San Francisco",
"state": "CA",
"postalCode": "94110",
"country": "United States",
"note": "Conductor HQ"
},
"shippingAddress": {
"line1": "Conductor Labs Inc.",
"line2": "540 Market St.",
"line3": "Suite 100",
"line4": "",
"line5": "",
"city": "San Francisco",
"state": "CA",
"postalCode": "94110",
"country": "United States",
"note": "Conductor HQ"
},
"isActive": true,
"purchaseOrderNumber": "PO-1234",
"terms": {
"id": "80000001-1234567890",
"fullName": "Net 30"
},
"dueDate": "2021-10-31",
"salesRepresentative": {
"id": "80000001-1234567890",
"fullName": "Jane Doe"
},
"shipmentOrigin": "San Francisco, CA",
"subtotal": "1000.00",
"salesTaxItem": {
"id": "80000001-1234567890",
"fullName": "State Sales Tax"
},
"salesTaxPercentage": "0.07",
"salesTaxTotal": "10.00",
"totalAmount": "1000.00",
"currency": {
"id": "80000001-1234567890",
"fullName": "USD"
},
"exchangeRate": 1.2345,
"totalAmountInHomeCurrency": "1234.56",
"memo": "Proposal for website redesign",
"customerMessage": {
"id": "80000001-1234567890",
"fullName": "Thank you for your business!"
},
"isQueuedForEmail": true,
"salesTaxCode": {
"id": "80000001-1234567890",
"fullName": "Non"
},
"otherCustomField": "Special handling required",
"externalId": "12345678-abcd-1234-abcd-1234567890ab",
"linkedTransactions": [
{
"id": "123ABC-1234567890",
"objectType": "qbd_linked_transaction",
"transactionType": "invoice",
"transactionDate": "2021-10-01",
"refNumber": "LINK-1234",
"linkType": "amount",
"amount": "1000.00"
}
],
"lines": [
{
"id": "456DEF-1234567890",
"objectType": "qbd_estimate_line",
"item": {
"id": "80000001-1234567890",
"fullName": "Widget A"
},
"description": "Graphic illustrations for website redesign",
"quantity": 5,
"unitOfMeasure": "Each",
"overrideUnitOfMeasureSet": {
"id": "80000001-1234567890",
"fullName": "Volume Units"
},
"rate": "10.00",
"ratePercent": "10.5",
"class": {
"id": "80000001-1234567890",
"fullName": "Web Development"
},
"amount": "1000.00",
"inventorySite": {
"id": "80000001-1234567890",
"fullName": "Main Warehouse"
},
"inventorySiteLocation": {
"id": "80000001-1234567890",
"fullName": "Aisle 3, Shelf B"
},
"salesTaxCode": {
"id": "80000001-1234567890",
"fullName": "Non"
},
"markupRate": "0.2",
"markupRatePercent": "20.0",
"otherCustomField1": "Special handling required",
"otherCustomField2": "Always ship with a spare",
"customFields": [
{
"ownerId": "0",
"name": "Customer Rating",
"type": "string_1024_type",
"value": "Premium"
}
]
}
],
"lineGroups": [
{
"id": "456DEF-1234567890",
"objectType": "qbd_estimate_line_group",
"itemGroup": {
"id": "80000001-1234567890",
"fullName": "Office Supplies Bundle"
},
"description": "Standard widget bulk package",
"quantity": 5,
"unitOfMeasure": "Each",
"overrideUnitOfMeasureSet": {
"id": "80000001-1234567890",
"fullName": "Volume Units"
},
"shouldPrintItemsInGroup": true,
"totalAmount": "1000.00",
"lines": [
{
"id": "456DEF-1234567890",
"objectType": "qbd_estimate_line",
"item": {
"id": "80000001-1234567890",
"fullName": "Widget A"
},
"description": "Graphic illustrations for website redesign",
"quantity": 5,
"unitOfMeasure": "Each",
"overrideUnitOfMeasureSet": {
"id": "80000001-1234567890",
"fullName": "Volume Units"
},
"rate": "10.00",
"ratePercent": "10.5",
"class": {
"id": "80000001-1234567890",
"fullName": "Web Development"
},
"amount": "1000.00",
"inventorySite": {
"id": "80000001-1234567890",
"fullName": "Main Warehouse"
},
"inventorySiteLocation": {
"id": "80000001-1234567890",
"fullName": "Aisle 3, Shelf B"
},
"salesTaxCode": {
"id": "80000001-1234567890",
"fullName": "Non"
},
"markupRate": "0.2",
"markupRatePercent": "20.0",
"otherCustomField1": "Special handling required",
"otherCustomField2": "Always ship with a spare",
"customFields": [
{
"ownerId": "0",
"name": "Customer Rating",
"type": "string_1024_type",
"value": "Premium"
}
]
}
],
"customFields": [
{
"ownerId": "0",
"name": "Customer Rating",
"type": "string_1024_type",
"value": "Premium"
}
]
}
],
"customFields": [
{
"ownerId": "0",
"name": "Customer Rating",
"type": "string_1024_type",
"value": "Premium"
}
]
}
An estimate is a formal proposal detailing costs and terms for goods or services to a customer. It can be called a “bid” or “proposal” and uses similar fields to invoices in QuickBooks. As a non-posting transaction, it serves as a planning tool that can be converted to an invoice upon customer acceptance.
The schema is of type object
.