# Create Estimate

Creates a new quote, proforma or fees_note.

Endpoint: POST /{estimates-type}.json
Version: 2.0.0
Security: apiKeyAuth

## Query parameters:

  - `api_key` (string, required)
    Your API Key.
    Example: "YOUR_API_KEY"

## Path parameters:

  - `estimates-type` (string, required)
    The type of the estimate document.
    Enum: "quotes", "proformas", "fees_notes"

## Request fields (application/json):

  - `quote` (object, required)

  - `quote.date` (string, required)
    dd/mm/yyyy
    Example: "22/11/2025"

  - `quote.due_date` (string)
    dd/mm/yyyy. Defaults to date when omitted.
    Example: "22/12/2025"

  - `quote.reference` (string)
    Example: "PO-999"

  - `quote.observations` (string)
    No enforced character limit (text column).
    Example: "Services rendered"

  - `quote.retention` (string)
    Example: "0"

  - `quote.tax_exemption` (string)
    Example: "M00"

  - `quote.sequence_id` (string)
    Example: "123456"

  - `quote.manual_sequence_number` (string)
    255-character limit is the database column default, not an explicit business rule.

  - `quote.client` (object)
    Optional. When omitted, the document is issued to the generic Consumidor Final client.

  - `quote.client.id` (integer)
    Internal client ID. Preferred way to identify an existing client — see schema description.
    Example: 1310176

  - `quote.client.name` (string)
    Example: "Client A"

  - `quote.client.code` (string)
    Maximum length is the database default, not a business rule.
    Example: "CLI-001"

  - `quote.client.email` (string)
    Example: "client@mail.com"

  - `quote.client.address` (string)
    No enforced character limit.
    Example: "Street A"

  - `quote.client.city` (string)
    Maximum length is the database default, not a business rule.
    Example: "Lisbon"

  - `quote.client.postal_code` (string)
    Maximum length is the database default, not a business rule.
    Example: "1000-100"

  - `quote.client.fiscal_id` (string)
    Maximum length is the database default, not a business rule.
    Example: "500999888"

  - `quote.client.country` (string)
    Maximum length is the database default, not a business rule.
    Example: "Portugal"

  - `quote.client.website` (string)
    Example: "www.client-a.com"

  - `quote.client.phone` (string)
    Example: "912345678"

  - `quote.client.fax` (string)
    Example: "212345678"

  - `quote.client.observations` (string)
    No enforced character limit.
    Example: "VIP Client"

  - `quote.items` (array, required)

  - `quote.items.name` (string, required)
    Maximum 60 characters. V3 rejects a longer name with HTTP 422; V2 accepts the request and silently truncates the stored value to 60 characters.
    Example: "Consulting"

  - `quote.items.description` (string)
    Maximum 200 characters and 20 lines. V3 rejects a longer description with HTTP 422; V2 accepts the request and silently truncates the stored value to 200 characters.
    Example: "IT Services"

  - `quote.items.unit_price` (number, required)
    Example: 50

  - `quote.items.quantity` (number, required)
    Example: 2

  - `quote.items.unit` (string)
    One of a fixed set of supported unit values.
    Example: "hour"

  - `quote.items.discount` (number)

  - `quote.items.tax` (object)

  - `quote.items.tax.name` (string)
    Defaults to 255 characters at the database level.
    Example: "IVA23"

  - `quote.mb_reference` (string)
    Enum: "0", "1"

  - `quote.auto_add_related_document` (string)
    Example: "0"

  - `quote.tax_exemption_reason` (string)
    Validated at 210 characters by the document model, below the 255-character database column limit.
    Example: "M00"

## Response 201 fields (application/json):

  - `quote` (object)

  - `quote.id` (integer)
    Example: 541791

  - `quote.status` (string)
    Example: "final"

  - `quote.archived` (boolean)

  - `quote.type` (string)
    Enum: "Quote", "Proforma", "FeesNote"

  - `quote.sequence_number` (string)
    Example: "1/A"

  - `quote.inverted_sequence_number` (string)
    Example: "A/1"

  - `quote.atcud` (string)
    Example: "ABCD1234-1"

  - `quote.date` (string)
    Example: "12/06/2017"

  - `quote.due_date` (string)
    Example: "12/06/2017"

  - `quote.reference` (string,null)

  - `quote.observations` (string,null)
    No enforced character limit (text column).
    Example: "foo"

  - `quote.retention` (string,null)

  - `quote.permalink` (string)
    Example: "https://web.invoicexpress.com/documents/541791f16ae45a73b703c684a221ef198c10020f3d56a1"

  - `quote.saft_hash` (string)
    Server-generated. No enforced character limit (text column).
    Example: "NfTN"

  - `quote.sum` (number)
    Example: 10

  - `quote.discount` (number)

  - `quote.before_taxes` (number)
    Example: 10

  - `quote.taxes` (number)
    Example: 2.3

  - `quote.total` (number)
    Example: 12.3

  - `quote.currency` (string)
    Example: "Euro"

  - `quote.sequence_id` (integer,null)
    Example: 12345

  - `quote.tax_exemption` (string)
    Example: "M01"

  - `quote.cancel_reason` (string)
    Only present when the document is canceled.
    Example: "Wrong client"

  - `quote.mb_reference` (object)
    Only present when the document is final and has an MB reference.

  - `quote.mb_reference.entity` (string)
    Example: "10611"

  - `quote.mb_reference.value` (number)
    Example: 123.45

  - `quote.multicurrency` (object)
    Only present for documents in a foreign currency.

  - `quote.multicurrency.rate` (number)
    Example: 1.1

  - `quote.client` (object)
    id and name are always present. The other fields are only returned when they have a value.

  - `quote.client.name` (string)
    Example: "John Doe"

  - `quote.client.code` (string)
    Example: "C1"

  - `quote.client.country` (string)
    Example: "Portugal"

  - `quote.client.email` (string)
    Example: "john@example.com"

  - `quote.client.address` (string)
    Example: "Avenida da República"

  - `quote.client.postal_code` (string)
    Example: "1050-555"

  - `quote.client.city` (string)
    Example: "Lisboa"

  - `quote.client.fiscal_id` (string)
    Example: "508025338"

  - `quote.client.website` (string)
    Example: "www.example.com"

  - `quote.client.phone` (string)
    Example: "910000000"

  - `quote.client.fax` (string)
    Example: "210000000"

  - `quote.client.observations` (string)
    Example: "VIP client"

  - `quote.items` (array)

  - `quote.items.description` (string,null)
    Example: "Big Product"

  - `quote.items.unit_price` (string)
    Example: "100.0"

  - `quote.items.quantity` (string)
    Example: "1.0"

  - `quote.items.unit` (string)
    Example: "un"

  - `quote.items.tax` (object)

  - `quote.items.subtotal` (number)
    Example: 100

  - `quote.items.tax_amount` (number)
    Example: 23

  - `quote.items.discount_amount` (number)

## Response 401 fields (application/json):

  - `errors` (array)

  - `errors.error` (string)
    Example: "Authentication Error"

## Response 422 fields (application/json):

  - `errors` (array)
    Example: [{"error":"Date can't be blank"},{"error":"This document is being saved by another request. Please try again."}]

  - `errors.error` (string)