One feature that would significantly improve the Estimates module is the ability to customize the email message before sending an estimate.

Currently, when sending an estimate, users can choose the recipient and delivery method, but there is no option to personalize the email. This forces agencies and businesses to send a separate email before or after the estimate, creating unnecessary steps and a less professional client experience.

A simple email editor within the Send Estimate dialog would allow users to:

Customize the email subject line

Write a personalized message to the client

Explain the proposal or estimate

Highlight special pricing or promotional offers

Set expectations for next steps

Build stronger client relationships through personalized communication

Many proposals require context before a client reviews pricing. Being able to introduce the estimate with a professional message would create a much better sales experience while eliminating the need to switch between email platforms.

Suggested Features:

Editable Subject Line

Rich Text Email Body

Save as Default Template

Create Multiple Email Templates (Proposal, Follow-Up, Reminder, etc.)

Personalize using Custom Values (Contact Name, Business Name, Estimate Amount, etc.)

Option to Preview the Email Before Sending

This enhancement would streamline the sales process for agencies and businesses while making HighLevel's Estimates feature a more complete proposal solution.