7:10Resumo. GoHighLevel includes a built-in estimates tool that makes it easy to send professional pricing documents to prospects and clients before an invoice is issued. The workflow covers selecting a contact, editing business details, setting line items with pricing and optional tax, configuring recurring billing intervals for retainer-style work, and finalizing with terms and conditions. Clients receive the estimate and can accept or reject it directly, and the estimate history is managed within the Payments tab.
Passos
Open Estimates under Payments
In your sub-account, click Payments in the left menu. Hover over Invoices and Estimates at the top, then select Estimates. Click New Estimate to start.
Add the customer and edit business details
Select the contact from your CRM using the customer field. If you need to update your own business name, address, or logo, click the pencil icon under Business Information and save your changes.
Configure the estimate settings
Click the arrow next to Estimate Settings to expand it. Set the estimate number (avoid starting at 1 if you want to appear established), the issue date, and an expiration date to create a clear deadline for the prospect.
Add products and VAT
Click Add Product and select items from your product catalog. Adjust quantity and price as needed. If VAT applies, enter the percentage manually or enable automatic tax based on the contact's location. The contact must have a country, state, and postal code for automatic tax to work.
Set up recurring billing if needed
Toggle on the recurring option if this estimate is for ongoing work such as a monthly retainer. Choose the billing frequency, start date, and end condition. An accepted estimate with recurring billing active will generate invoices on the schedule you set.
Add terms and send
Expand Additional Options to paste or link your terms and conditions. Click Save in the top right. Review the full preview, then send the estimate to the contact. They will receive it and can accept or reject it from their end.
