Estimate API

Create, read, update, and delete estimates (quotes) using the NetSuite REST API.

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Endpoints

Method	Endpoint	Description
GET	/record/v1/estimate	List all estimates
GET	/record/v1/estimate/{id}	Get specific estimate
POST	/record/v1/estimate	Create new estimate
PATCH	/record/v1/estimate/{id}	Update estimate
DELETE	/record/v1/estimate/{id}	Delete estimate

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Key Fields

Header Fields

Field	Type	Description	Required
id	string	Internal ID (read-only)	-
tranId	string	Estimate number	Auto-generated
entity	object	Customer/prospect reference	Yes
tranDate	string	Estimate date (ISO 8601)	Yes
dueDate	string	Expiration date	No
status	object	Estimate status	Read-only
subsidiary	object	Subsidiary	Yes (OneWorld)

Financial Fields

Field	Type	Description	Required
currency	object	Transaction currency	Yes
exchangeRate	number	Exchange rate	Auto-calculated
subTotal	number	Subtotal (read-only)	-
taxTotal	number	Total tax (read-only)	-
total	number	Grand total (read-only)	-

Sales Fields

Field	Type	Description	Required
probability	number	Win probability % (0-100)	No
salesRep	object	Sales representative	No
salesGroup	object	Sales team/group	No
partner	object	Partner reference	No
leadsource	object	Lead source	No

Billing & Shipping

Field	Type	Description	Required
billAddr1	string	Billing address line 1	No
billCity	string	Billing city	No
billState	string	Billing state/province	No
billZip	string	Billing postal code	No
billCountry	object	Billing country	No
shipAddr1	string	Shipping address line 1	No
shipCity	string	Shipping city	No
shipState	string	Shipping state/province	No
shipZip	string	Shipping postal code	No
shipCountry	object	Shipping country	No

Other Fields

Field	Type	Description	Required
memo	string	Internal memo	No
message	object	Message to customer	No
title	string	Estimate title	No
otherRefNum	string	External reference number	No
createdFrom	object	Source transaction (e.g., Opportunity)	No

Sublists

Field	Type	Description	Required
item	collection	Line items	Yes (at least 1)

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Line Items

The item sublist contains the products/services being quoted.

Item Line Fields

Field	Type	Description	Required
item	object	Item reference	Yes
quantity	number	Quantity	Yes
rate	number	Unit price	Yes
amount	number	Line total (qty × rate)	Auto-calculated
description	string	Line description	No
taxCode	object	Tax code	No
taxRate1	number	Tax rate %	Auto-calculated
grossAmt	number	Amount including tax	Auto-calculated
isClosed	boolean	Line closed	No

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Example: Create Estimate

POST /record/v1/estimate
Content-Type: application/json

{
  "entity": {
    "id": "456"
  },
  "tranDate": "2025-12-25",
  "dueDate": "2026-01-25",
  "subsidiary": {
    "id": "1"
  },
  "currency": {
    "id": "1"
  },
  "salesRep": {
    "id": "123"
  },
  "probability": 75,
  "title": "Q1 2026 Product Proposal",
  "memo": "Q4 2025 renewal quote",
  "message": {
    "id": "1"
  },
  "item": {
    "items": [
      {
        "item": { "id": "789" },
        "quantity": 10,
        "rate": 99.99,
        "description": "Premium Widget - Annual License"
      },
      {
        "item": { "id": "790" },
        "quantity": 10,
        "rate": 29.99,
        "description": "Support & Maintenance - 1 Year"
      }
    ]
  }
}

Response:

{
  "id": "2001",
  "tranId": "EST-2001",
  "entity": {
    "id": "456",
    "refName": "Acme Corporation"
  },
  "tranDate": "2025-12-25",
  "dueDate": "2026-01-25",
  "status": {
    "id": "A",
    "refName": "Open"
  },
  "probability": 75,
  "subTotal": 1299.80,
  "taxTotal": 103.98,
  "total": 1403.78,
  "links": [
    {
      "rel": "self",
      "href": "https://{account}.suitetalk.api.netsuite.com/services/rest/record/v1/estimate/2001"
    }
  ]
}

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Example: Update Estimate

PATCH /record/v1/estimate/2001
Content-Type: application/json

{
  "probability": 90,
  "memo": "Customer very interested - follow up scheduled",
  "dueDate": "2026-02-15"
}

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Estimate Statuses

Status	Description
OPEN	Active quote, not yet converted
PROCESSED	Converted to sales order/invoice
CLOSED	Manually closed/expired

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Convert to Sales Order

Create a sales order from an estimate:

POST /record/v1/salesOrder
Content-Type: application/json

{
  "createdFrom": {
    "id": "2001"
  },
  "entity": { "id": "456" },
  "tranDate": "2025-12-25"
}

Auto-Fill from Estimate

When you provide createdFrom with an estimate ID, NetSuite auto-fills customer, items, prices, and addresses from the estimate.

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Query Filters

Find Open Estimates

GET /record/v1/estimate?q=status='OPEN'

Find by Customer

GET /record/v1/estimate?q=entity='456'

Find by Sales Rep

GET /record/v1/estimate?q=salesRep='123'

Find High Probability Quotes

GET /record/v1/estimate?q=probability >= 75 AND status='OPEN'

Find by Date Range

GET /record/v1/estimate?q=tranDate BETWEEN '2025-01-01' AND '2025-12-31'

Find Expiring Soon

GET /record/v1/estimate?q=dueDate < SYSDATE+30 AND status='OPEN'

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Important Notes

No Accounting Impact

• Estimates do not affect the general ledger
• They are sales tracking documents only
• No journal entries are created

Estimate Expiration

• dueDate represents the quote expiration date
• Expired estimates can still be converted
• Use custom workflows to auto-close expired estimates

Probability Tracking

• Win probability is used for sales forecasting
• Does not affect transaction processing
• Typically tied to sales stages

Converting Estimates

• Can be converted to Sales Orders or Invoices
• Original estimate status changes to "Processed"
• Maintains reference link via createdFrom

Multi-Currency

• Currency is set at estimate creation
• Exchange rates are captured at time of creation
• Converted transactions inherit the same currency

Item Availability

• Estimates do not reserve inventory
• Convert to Sales Order to reserve stock
• Check item availability separately

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See Also

• Sales Order - Convert estimates to orders
• Invoice - Direct conversion to invoice
• Opportunity - Track sales pipeline
• Customer - Customer management