How to Build Custom Proposal Email Templates in HighLevel

•

saas4agency.com

In today’s guide, we’re diving into the world of GoHighLevel to show you how to create custom proposal email templates. With GoHighLevel’s new Proposals and Estimates feature, you can send invoices and proposals in a more professional and branded manner. Let’s get started!

Try HighLevel FREE for 30-Days

Why Use Custom Proposal Email Templates?

GoHighLevel has recently introduced a new feature under the Payments section called Proposals and Estimates. This feature allows you to create detailed estimates or proposals for your clients. By default, there is a generic email template used for sending these proposals, but customizing this template can help you present your business more professionally and align with your brand.

Step 1: Accessing the Default Email Template

First, navigate to the Payments section in GoHighLevel. Here, you’ll find the new Proposals and Estimates tab. When you click on it, you’ll see that there is a default email template used for sending proposals and estimates. To create a custom email template, follow these steps:

Step 2: Creating a New Email Template

  1. Go to Marketing and Email Templates:
    • Head over to the Marketing section and select Email Templates.
  2. Select an Existing Template:
    • For simplicity, we’ll use an existing template. Choose one that closely matches your needs. For this example, I’m selecting a template suitable for a marketing agency.

Step 3: Customizing the Template

  1. Replace the Logo:
    • Start by replacing the default logo with your company’s logo. This ensures that your brand is prominently displayed in the email.
  2. Edit the Text:
    • Customize the text to include dynamic fields such as the contact’s first name and your company’s name. Here’s an example:
      • “Dear [Contact First Name],”
      • “Please check the attached proposal for [Company Name].”
  3. Add Proposal-Specific Fields:
    • Utilize custom fields for the proposal name and link. For instance:
      • “Check [Proposal Name].”
      • In the button URL, link to the proposal URL.
  4. Simplify the Design:
    • Remove any unnecessary elements from the template to keep it clean and focused. This will help the recipient easily understand and engage with the proposal.
  5. Rename the Template:
    • Finally, rename the template to something easily identifiable, like “Proposal Email Template.”
Try HighLevel FREE for 30-Days

Step 4: Applying the Custom Template

  1. Go to Proposals and Estimates Settings:
    • Navigate back to the Payments section, then to Proposals and Estimates settings.
  2. Select Your Custom Template:
    • Replace the default email template with the one you just created.

Step 5: Optional – Create Document Signed Email Template

You can also create a custom email template for when a document is signed. Follow the same steps as above to create this template and update the settings accordingly.

Testing Your Custom Email Template

To ensure everything works correctly, create a test proposal:

  1. Draft an Estimate:
    • Create a draft estimate for a test amount, say $1,000.
  2. Add Yourself as a Contact:
    • Add your email address as the recipient.
  3. Send the Proposal:
    • Save and send the proposal to test how it looks in action.

Checking the Email

Check your email to see the sent proposal. Click on the button in the email to ensure the proposal link works correctly. If everything is set up properly, you should see your customized proposal email with your brand’s logo and personalized text.

Try HighLevel FREE for 30-Days

Conclusion

Creating custom proposal email templates in GoHighLevel is a straightforward process that can significantly enhance the professionalism of your business communications. By following these steps, you can ensure your proposals and estimates reflect your brand and engage your clients more effectively.

•

,