HighLevel has introduced a significant update that allows users to send estimates directly from the contact page. This new feature aims to simplify the process of creating and tracking estimates, making it more convenient for users to manage their invoicing needs.
Key Takeaways
- Users can now create estimates directly from the contact page.
- Contact details are pre-populated for ease of use.
- Estimates can be tracked from the estimates dashboard.
What’s New?
The latest update from HighLevel brings a user-friendly feature that enhances the invoicing process. Users can now access the ability to send estimates directly from the contact page, streamlining the workflow significantly.
How To Use The New Feature
To utilize this new feature, follow these simple steps:
- Navigate to the Contacts section.
- Open a specific contact.
- Select the Payments Tab.
- Click on "Create Estimate."
Once you click on "Create Estimate," you will be redirected to the Estimate Builder, where the contact details will already be filled in for you. This saves time and reduces the chances of errors in data entry.
Adding Products and Sending Estimates
After accessing the Estimate Builder, users can easily add products to the estimate. Once the estimate is complete, it can be sent directly to the client. Users can then track the status of the estimate through the estimates dashboard, providing a clear overview of all estimates sent.
Why This Feature Was Developed
HighLevel developed this feature to make the process of sending quotes and estimates simpler and more convenient. By integrating this functionality directly into the contact page, users can manage their invoicing tasks more efficiently, ultimately improving their overall experience with the platform.
This update is expected to enhance productivity for users who rely on estimates as part of their business operations, allowing them to focus more on their core activities rather than administrative tasks.
