How To Create Proposal & Estimate Templates in HighLevel

• Setting Up Your Sub Account
• Step 1: Access Sub Account View
• Creating a Proposal or Estimate Template
• Step 2: Create a New Template
• Customizing Your Template
• Step 3: Insert Text and Product List
• Adding Signatures
• Step 4: Set Up Signature Fields
• Saving and Using the Template
• Step 5: Save and Implement Your Template
• Final Thoughts

Creating estimates and proposals in HighLevel can significantly streamline your workflow and improve your business processes. This blog will guide you through the steps to create both single and multiple signature estimates and proposals in HighLevel. Let’s dive in!

Setting Up Your Sub Account

Step 1: Access Sub Account View

1. Log into HighLevel:
   • Start by logging into your HighLevel account and navigate to your sub account view.
2. Navigate to Payments:
   • On the left-side menu, select Payments.
3. Choose Estimates and Proposals:
   • Click on Estimates and Proposals, then select Templates to start creating your templates.

Creating a Proposal or Estimate Template

Step 2: Create a New Template

1. Create New Template:
   • Click on the blue New button to create a new template.
   • Name your template, such as “Master Template”.
2. Add Content to Your Template:
   • You can add your contract or agreement text here. If you have it written out in a document, simply copy and paste it into the template.
   • Ensure your contract is reviewed by a legal professional for accuracy and legitimacy.
3. Add Custom Elements:
   • Insert your company logo at the top for branding.
   • Adjust the logo size and background color to make it visually appealing.

Customizing Your Template

Step 3: Insert Text and Product List

1. Add Paragraphs:
   • Insert paragraphs for your contract details.
   • Use the Product List feature to itemize charges.
2. Electronic Signature Acknowledgement:
   • Before the signature section, include an electronic signature acknowledgment and consent paragraph to make the agreement more formal and binding.

Adding Signatures

Step 4: Set Up Signature Fields

1. Insert Signature Fields:
   • Add signature fields for each party involved. Typically, you will need at least one for the client and one for your company.
   • Label the signature fields appropriately (e.g., “Client Signature” and “Company Signature”).
2. Assign Signers:
   • For the template, leave the client signature field blank.
   • Assign your company signature to yourself or the designated signer within your organization.
3. Add Multiple Signatures:
   • If multiple signatures are required (e.g., multiple people within a company or co-signers), add additional signature fields.
   • Label and assign each field to the appropriate signer.

Saving and Using the Template

Step 5: Save and Implement Your Template

1. Save the Template:
   • Click Save to store your template.
2. Use the Template:
   • To use the template, click Use Template. This creates a new copy of the template for your specific estimate or proposal.
   • Add the relevant recipient details for each signer. This includes primary and secondary clients and any additional signers.

Final Thoughts

Creating estimates and proposals in HighLevel is straightforward and offers a high level of customization to meet your specific business needs. By following these steps, you can ensure your proposals are professional, legally binding, and tailored to your client’s requirements.