Quotes | Voters | HighLevel

Quotes

in progress

Kamiel Van Dessel

It's not possible to send price quotes for the moment. For example a SaaS client (window builder) wants to send price quotes to his customers. I should be a feature like the invoice builder but then for price quotes.

April 6, 2023

Jakin Harper

I'm lost as to what this request is for. Can someone help me?

We can already send price quotes in docs if product list is included.
We can already convert docs to invoices if product list is included.

What is the request of this idea board?

Sales & Marketing

marked this post as

in progress

Sales & Marketing: Can we then get the quote converted to an invoice automatically once accepted by a client?

Sales & Marketing

Merged in a post:

Estimate converted to Invoice.

Mike Lemon

I would like the ability to send an estimate in the same way as an invoice with the ability for one button conversion of estimate to invoice.

May 28, 2024

Sales & Marketing

marked this post as

planned

Layne Van Rhijn

I agree, the estimate/quoting function is really lacking and unusable for our purposes as well. Even simply duplicating the invoicing system into the estimating area of GHL would make a big difference.

Hearty Dave

I'd love this feature as well

Joshua Douglas

I agree we definitely need this capability. I’ve been attempting to work around this with Zapier but it can be tricky. I’m definitely looking forward to this ability so that we can use High Level for invoicing.