Create Estimates using Templates on Mobile (v3. 98. 1) Follow these steps to turn on the feature and create your first estimate from a template Completing the prerequisites first prevents version‑related issues Log in to the mobile app and open your preferred subaccount, and head over to the Estimates module from the left-hand navigation bar
How To Create Proposal Estimate Templates - YouTube In this tutorial, the presenter walks you through the process of creating estimates and proposals inside HighLevel, with a focus on generating documents that require multiple signatures He
How to Create and Send Estimates Using in HighLevel Create an Estimate: To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry
Documents amp; Contracts in HighLevel – Setup and Guide You can start with a blank document, upload an existing PDF, or use a prebuilt template It also supports e-signatures, payment collection, automated triggers, and full audit tracking