Services Estimator API Developer Reference
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Getting Started
Certinia API
Create From Estimate Plugins
AddToOpportunityFromEstimatePlugin
AddToProjectFromEstimatePlugin
CreateProjectFromEstimatePlugin
Estimate Role Requests
RoleRequestHoursService
Estimates
AddEstimateProductService
AddFromEstimateTemplateService
AddToOpportunityFromEstimateService
AddToProjectFromEstimateService
CloneEstimateService
CreateEstimateService
CreateProjectFromEstimateService
EstimateCalculationService
FinancialSummaryService
GenerateEstimateMilestonesService
MoveEstimateDatesService
PushToOpportunityService
RefreshRatesService
Miscellaneous
EstimateActionStatus
EstimateRoleRequestGroupingConfiguration
MockSystemWrapperService
PostInstallHandler
TimePeriodType
Platform Events
CloneEstimatePlatformEventData
GenerateEstimateMilestonesPlatformData
GuidedScopingEstimatePlatformEventData
SuccessfulFinancialSummaryPlatformData
Pricing
ConfigurablePricingPlugin
RateCardMatcherPlugin
Scoping Sessions
AddEstProductToScopingSessionService
CloneScopingSessionService
CreateScopingSessionService
Services Estimator API Developer Reference, Winter 2026
Updated Thursday, November 27, 2025
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