11/10/24 -Exploring HighLevel’s New Features: Creating and Automating Estimate Templates
11/10/24 -Exploring HighLevel’s New Features: Creating and Automating Estimate Templates
Exciting Updates and How to Use Them
We’re excited to announce the latest updates from HighLevel – ‘Estimate Templates’ and ‘Enhanced Workflows’. Now you can create, save, and clone estimates within the Templates section of Invoices and Estimates. We’ve also added enhancements to workflows which can be tailored according to your convenience.
Estimate Templates
To get started, go to the Templates section in Invoices and Estimates. Click on ‘New Estimate Template’. Here you can fill in required details to create an estimate template.
Once saved, you can create a copy by selecting the template and clicking ‘Clone’.
Enhanced Workflows
Head over to the Workflows section to witness our new trigger for Estimates. This functionality enables you to automate actions based on different estimate events. Furthermore, HighLevel now allows users to filter estimates by template, value, or status.
Sending your estimate directly from HighLevel’s workflows has become easier too! Simply add the ‘Send Estimate’ action to your workflow, configure the user, and select the template you wish to send.
Our Mandate
Having launched estimates recently, we wanted to ensure that our workflows support automations based on them. This is crucial for users aiming to automate sending invoices or contracts, based on estimate status.
We trust that these enhancements at HighLevel will make your experience even more streamlined and efficient. Stay tuned for more updates!
Celia Gaze – Wedding & Event Venue
I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.…
Check out this short testimonial video by Celia
Transcript:
Celia Gaze
I met with Julian and prior to this I had mapped out on the wall over a series of around eight A1 size flip charts the entire wedding process from the initial inquiry right through to the end result of delivering a wedding.
Celia Gaze
I took this series of seven spreadsheets and worked with Julian to create a sales pipeline, right from the initial inquiry right through to the delivery of a wedding. So not only was Keap / Infusionsoft being used as a sales and marketing tool but has also transformed into an operational management tool for the delivery of weddings too.
Celia Gaze
So to have one system which will not only market weddings, but also deliver them is just amazing for us. From when I met Julian we were running two weddings and when we implemented Keap / Infusionsoft, and we're now just over two years later, running this year about 54 weddings, so to go from two weddings to 54 weddings in the space of two years is incredible. This is with no advertising. This is with implementing a system that actively collects the data of the customers and then uses that to do proactive marketing.
Celia Gaze
I just can't rate Julian highly enough, unbelievable for somebody to even think about what's going on in my head but yet to take my seven flip charts and translate them into a system that has had such phenomenal results in my business is unbelievable. I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.
