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How to Create and Send Estimates Using in GHL Customer Care

TABLE OF CONTENTS What's New? How to Use? Access Estimates Create an Estimate: Users/sender can accept/reject this estimate Convert to Invoice Track…

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On this page
  1. What's New?
  2. How to Use?
  3. Access Estimates
  4. Create an Estimate:
  5. Users/sender can accept/reject this estimate
  6. Convert to Invoice
  7. Track
  8. Others
  9. Why We Built It?

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TABLE OF CONTENTS

What's New? 

  • We are thrilled to announce the launch of our new Estimates feature!
  • This addition allows you to create estimates and share them with clients before sending the final invoice.
  • The clients can simply 
    accept/reject
     this estimate
  • You can directly 
    convert this estimate into an invoice
     and then send it with ease.

How to Use?

Access Estimates

  • Go to a Sub-account -> Select Payments
  • Click on Invoices and Estimates -> Select Estimates
Access Estimates (image 1 of 10) What this shows Go to a Sub-account -> Select Payments Click on Invoices and Estimates -> Select Estimates What this shows Illustrates the "Access Estimates" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Access Estimates" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Go to a Sub-account -> Select Payments Click on Invoices and Estimates -> Select Estimates. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry. Image 1 of 10 Where to goGo to a Sub-account -> Select Payments Click on Invoices and Estimates -> Select Estimates
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepTo create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?

Create an Estimate:

  • To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry
Create an Estimate: (image 2 of 10) What this shows To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number… What this shows Illustrates the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. Image 2 of 10 What to fill inTo create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepAdd products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS.
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?
  • Add products to the estimate and click on send
  • Send to Client: Review the estimate and send it directly to your client 
    via email or SMS.
Create an Estimate: (image 3 of 10) What this shows Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. What this shows Illustrates the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users/sender can accept/reject this estimate. Image 3 of 10 What to clickAdd products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS.
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepUsers/sender can accept/reject this estimate
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?
Create an Estimate: (image 4 of 10) What this shows Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. What this shows Illustrates the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users/sender can accept/reject this estimate. Image 4 of 10 What to clickAdd products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS.
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepUsers/sender can accept/reject this estimate
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?

Users/sender can accept/reject this estimate

  • Users can click on accept and this estimate will be marked as accepted
Users/sender can accept/reject this estimate (image 5 of 10) What this shows Users can click on accept and this estimate will be marked as accepted What this shows Illustrates the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on accept and this estimate will be marked as accepted. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users can click on reject, add notes and this estimate will be marked as rejected. Image 5 of 10 What to clickUsers can click on accept and this estimate will be marked as accepted
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepUsers can click on reject, add notes and this estimate will be marked as rejected
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?
  • Users can click on reject, add notes and this estimate will be marked as rejected
Users/sender can accept/reject this estimate (image 6 of 10) What this shows Users can click on reject, add notes and this estimate will be marked as rejected What this shows Illustrates the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on reject, add notes and this estimate will be marked as rejected. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users can click on Mark as accepted/rejected if user has already confirmed on phone. Image 6 of 10 What to clickUsers can click on reject, add notes and this estimate will be marked as rejected
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepUsers can click on Mark as accepted/rejected if user has already confirmed on phone
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?
  • Users can click on Mark as accepted/rejected if user has already confirmed on phone
Users/sender can accept/reject this estimate (image 7 of 10) What this shows Users can click on Mark as accepted/rejected if user has already confirmed on phone What this shows Illustrates the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on Mark as accepted/rejected if user has already confirmed on phone. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. Image 7 of 10 What to clickUsers can click on Mark as accepted/rejected if user has already confirmed on phone
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepConvert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice.
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?

Convert to Invoice

  • Click on sent invoice item
Convert to Invoice (image 8 of 10) What this shows Users can click on Mark as accepted/rejected if user has already confirmed on phone What this shows Illustrates the "Convert to Invoice" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Convert to Invoice" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on Mark as accepted/rejected if user has already confirmed on phone. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. Image 8 of 10 What to clickUsers can click on Mark as accepted/rejected if user has already confirmed on phone
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepConvert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice.
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?
  • Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting
     create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice.
Convert to Invoice (image 9 of 10) What this shows Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from… What this shows Illustrates the "Convert to Invoice" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Convert to Invoice" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on…. Image 9 of 10 What this coversConvert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice.
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepKeep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on the dashboard and within the estimate builder
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?

Track

  • Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced
  • Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard
  • Keeptrack of notes added by users on the dashboard and within the estimate builder
Track (image 10 of 10) What this shows Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of… What this shows Illustrates the "Track" section of "How to Create and Send Estimates Using in GHL Customer Care". This screenshot appears in the "Track" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on the dashboard and within the estimate builder. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings. Image 10 of 10 What this coversKeep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on the dashboard and within the estimate builder
Fields in this part of the guide Access EstimatesUsers/sender can accept/reject this estimateConvert to InvoiceTrackOthersThe clients can simply accept/reject this estimateGet a Document SignedSend an invoice
Buttons and menus referenced TABLE OF CONTENTSAccess EstimatesConvert to InvoiceTrackOthers
Next stepCustomize: Customize the estimate by adding your company’s branding, terms and adjusting in settings.
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Why We Built It?

Others

  • Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings.

Why We Built It? 

The Estimates feature was built to complete the payment suite for all your business needs!
  1. Create an estimate
  2. Get a Document Signed
  3. Send an invoice

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