Please update the design and functionality of all estimates, invoices, and proposals in Go High Level (GHL). The current formatting looks very basic and lacks the polish and professionalism expected by high-value customers. When compared to other platforms, GHL’s customer-facing documents appear flat—missing visual structure, section dividers, and the kind of formatting that communicates trust, clarity, and premium service.

🔎 Key Observations:

When reviewing what customers actually receive, GHL estimates and invoices lack visual refinement:

No clear lines separating sections

Minimal design hierarchy

Weak branding and layout compared to platforms like Housecall Pro, Jobber, or QWLIR

In contrast, other platforms provide:

Sectioned formatting with bold headers

Bordered line items and totals

Professionally structured layouts that look polished on both desktop and mobile

🎯 What Needs to Be Updated:

Implement "Basic / Better / Best" Package Proposal Design

Side-by-side comparison format (see qwlir.com as an example)

Each package should pull predefined products and services from GHL

Once a package is selected, the opportunity stage should update automatically and trigger an invoice creation

Add-On Feature Across All Documents (Proposals, Estimates, Invoices)

Add-ons must be visible and selectable as upsell options

Customers can pick additional services post-package selection

Ensures customers who don’t choose the “Best” package can still add features they value most

If selected, these add-ons are included in the invoice and synced to the opportunity

Professional Formatting for Estimates and Invoices

Add lines or dividers between sections (e.g., Services, Materials, Subtotals, Notes)

Use better spacing, font sizing, and layout organization

Include branded header/footer sections for a high-end client feel

Improve clarity for mobile viewing (buttons, sections, totals)

⚙️ Automation Logic (Post-Acceptance):

Package Chosen → Opportunity Updated

Add-Ons Selected → Invoice Reflects Selections

Invoice Sent → Project triggered + GHL/ClickUp/Wave integration begins

Please confirm if more input is needed to begin implementation or if you'd like a visual mockup or editable template.