Estimates in CRM: Overview of Methods
An estimate is a CRM entity that allows you to create printed documents and send them to clients before a deal.
Quick navigation: all methods and events
User documentation: estimates in Bitrix24
Connection of Estimates with Other CRM Entities
Deal. An estimate can be created based on a deal and vice versa. The connection is established in the estimate field DEAL_ID.
Products. Adding, modifying, and deleting product items in estimates can be done through the group of methods crm.item.productrow.*.
Details. Buyer details are pulled into the estimate form from the associated contact or company. Seller details are pulled from the field MYCOMPANY_ID.
Client. This field in the estimate detail form consists of the associated company and contacts. There is one company in the field, and it is accessed directly through the field COMPANY_ID. Multiple contacts can be specified, and their modification is done through an array of data in the multiple field CONTACT_IDS.
User Documentation
Estimate Detail Form
The main workspace in an estimate is the General tab of its detail form. It consists of two parts:
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The left part contains fields with information. If the system fields are insufficient, you can create your own custom fields. They allow you to store information in various data formats: string, number, link, address, and others. To create, modify, retrieve, or delete custom fields for estimates, the group of methods crm.quote.userfield.* is used.
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The right part contains the estimate timeline. In it, you can create, edit, filter, and delete CRM activities — the group of methods crm.activity.*, and timeline records — the group of methods crm.timeline.*.
User Documentation
Widgets
You can embed an application into the estimate detail form. This allows you to use the application without leaving the estimate detail form.
There are two embedding scenarios:
- Use special embedding locations. For example, by creating your own tab.
- Create a custom field where the content of your application will be loaded.
Typical use-cases and scenarios
Overview of Methods and Events
Scope:
crmWho can execute the method: depending on the method
Main Methods
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Method |
Description |
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Creates a new estimate |
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Modifies an existing estimate |
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Returns an estimate by its identifier |
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Returns a list of estimates based on a filter |
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Deletes an estimate |
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Returns the description of estimate fields |
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Returns the product items of the estimate |
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Sets (creates or updates) the product items of the estimate |
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Event |
Triggered |
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When an estimate is created |
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When an estimate is updated |
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When an estimate is deleted |
Custom Fields
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Method |
Description |
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Creates a new custom field for estimates |
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Updates an existing custom field for estimates |
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Returns a custom field for estimates by ID |
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Returns a list of custom fields for estimates by filter |
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Deletes a custom field for estimates |
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Event |
Triggered |
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When a custom field is added |
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When a custom field is modified |
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When a custom field is deleted |
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When the set of values for a custom field of list type is changed |