How to Create and Send Estimates Using in HighLevel
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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000003675-how-to-create-and-send-estimates-using-in-highlevel
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In this video, Tina walks you through the process of creating and sending professional estimates directly from the Payments tab. Learn how to set up customer and business information, specify product details, and configure settings for recurring invoices. Tina also demonstrates how clients can accept or reject estimates and how to manage and edit estimates efficiently.
00:00 Introduction to Estimates Feature
00:18 Navigating to the Estimates Tab
00:33 Creating a New Estimate
00:36 Editing Customer and Business Information
01:09 Setting Estimate Details
01:37 Adding Products and VAT
02:40 Recurring Invoices Setup
03:43 Finalizing and Sending the Estimate
04:43 Client Actions: Accepting or Rejecting Estimates
05:26 Managing Estimates in the Payments Tab
06:09 Editing and Resending Estimates
06:47 Conclusion and Next Steps