Estimate and revision data
How estimate revisions, scenarios, and calculation traces should be treated in a supported commercial integration.
Estimates are revisioned commercial documents. Integrating them as if they were a single spreadsheet total loses the point of the product.
What an integration should preserve
- revision identity
- scenario identity when scenarios are in use
- cost versus markup versus sell price
- source of rates (quote, library, override) when that metadata is in scope
Explain This Number exists so a total can be opened when that inspector is enabled for invited users. An integration that stores only the total is a step backward.
What is not published here
No public estimate resource paths are listed on this site. Export and integration formats are defined with customers when the integration is in scope.