Estimate Number Gen
Generate sequential estimate numbers following the location's numbering format to ensure unique, properly formatted estimate identifiers.
Estimate Number Gen provides sequential, properly formatted estimate numbers for the sub-account. Every automated proposal workflow should generate a number through this endpoint before creating the estimate.
What This MCP Tool Does
This tool generates the next estimate number in sequence, formatted according to the location’s configuration. It prevents duplicate numbers and maintains clean proposal records.
Endpoint Reference
Generate an estimate number:
GET /estimates/generate-number
Returns the next available estimate number in the location’s sequence.
Authentication
Requires a Private Integration Token (PIT) with the invoices scope enabled.
Key Parameters
No input parameters required. The response includes the formatted estimate number string.
Important Notes
Generate the number immediately before creating the estimate. The sequence advances when a number is generated regardless of whether it gets used.
Estimate numbers and invoice numbers are separate sequences. An estimate might be EST-001 while invoices start at INV-001. The conversion from estimate to invoice assigns a new invoice number from the invoice sequence.
Common Questions
Are estimate and invoice number sequences independent? Yes. Each has its own counter. Converting an estimate to an invoice generates a new invoice number; it does not reuse the estimate number.
Can I customize the estimate number format? Number format is configured at the location level in the GHL UI (prefix, padding, starting number).
Related MCP Tools
- Estimate CRUD — Use the generated number when creating estimates
- Invoice Number Gen — Separate number sequence for invoices
- Location CRUD — Number format configured at the location level