Copies a product onto an estimate. Creates a new estimate product instance in a background job. Use this action to add a product to an estimate asynchronously. To add the product in the current transaction instead, use Add Estimate Product Synchronously. Returns the pending estimate product instance ID and a job ID to track completion.
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The estimate to copy the estimate product to. | Yes |
EstimateProductId | Id | Estimate Product ID | The estimate product to be copied. | Yes |
EstimateProductItemIds | List<Id> | Estimate Product Item IDs | The IDs of estimate product items to be copied. If this is not provided, all estimate product items associated with the estimate product will be copied. | No |
EstimateProductInstanceBillingType | String | Estimate Product Instance Billing Type | The billing type for the copied estimate product instance. Must be "Fixed Price" or "Time and Materials". If this is not provided the estimate product's default billing type is used. | No |
EstimateProductInstanceFixedPriceMargin | Decimal | Estimate Product Instance Fixed Price Margin | The fixed price margin for the copied estimate product instance. If this is not provided and the billing type is "Fixed Price", the estimate product's default fixed price margin is used. If the billing type is "Time and Materials", this parameter is not used. | No |
EstimateProductInstancePaymentTerms | Id | Estimate Product Instance Payment Terms | The payment terms that relate to the estimate product instance. If they are not provided, the estimate product's default payment terms are applied. | No |
Name | String | Name | The name for the copied estimate product instance. If this is not provided the estimate products name is used. | No |
StartDate | Date | Start Date | The start date of the copied estimate product instance will be offset relative to this date. If this is not provided the estimate's start date is used. | No |
CurrencyIsoCode | String | Currency ISO Code | The currency of the copied estimate product instance. If this is not provided the estimate's currency is used. | No |
RegionOverride | Id | Region Override | The region of the copied role requests. This will override the region specified on the source estimate product. | No |
PracticeOverride | Id | Practice Override | The practice of the copied role requests. This will override the practice specified on the source estimate product. | No |
GroupOverride | Id | Group Override | The group of the copied role requests. This will override the group specified on the source estimate product. | No |
EstimateProductInstanceFixedPriceBillingFrequency | String | Default Fixed Price Billing Frequency | The default fixed price billing frequency to use on any fixed price estimate product instances created from the estimate product when it is added to an estimate. | No |
EstimateProductInstanceFixedPriceUpfrontBillingPercent | Decimal | Default Fixed Price Up Front Billing Percent | The default fixed price up front billing percent to use on any fixed price estimate product instances created from the estimate product when it is added to an estimate. | No |
EstimatePricingMethodId | Id | Estimate Pricing Method ID | The estimate pricing method for the copied estimate product instance. If this is not provided, the Estimate Pricing Method field is blank and the billing type of the estimate product instance is used. | No |
