Create Estimates in GoHighLevel

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Create Estimates in GoHighLevel on Mobile

Use this step-by-step guide to quickly create estimates from templates in the GoHighLevel mobile app, even if your team also uses tools like ClickUp for project management. You will learn how to open a contact, select a template, edit estimate items, and share the final estimate with your client.

This tutorial is based on the official GoHighLevel documentation and is designed to be easy to follow for sales teams, agencies, and service businesses working on the go.

What You Need Before Using GoHighLevel Estimates

Before creating an estimate on mobile, make sure a few basics are in place in your GoHighLevel account:

  • Access to the GoHighLevel mobile app (latest version installed).
  • Your user must have permission to view and edit contacts and estimates.
  • At least one estimate template is already created in your account.
  • Client contact records are available in your CRM.

If you still need help configuring your account or templates, you can review additional implementation resources at Consultevo.

Open a Contact in the GoHighLevel Mobile App

The first step to building an estimate is to open the right contact. All estimate actions in the GoHighLevel mobile interface start from the contact record.

  1. Open the GoHighLevel mobile app on your phone.
  2. Log in with your user credentials if you are not already logged in.
  3. From the bottom navigation, tap the Contacts tab.
  4. Use search or filters to find the client you want to send an estimate to.
  5. Tap the contact name to open the contact details screen.

Once the contact is open, you can access the estimate options and link new estimates directly to that client.

Create a New Estimate from a GoHighLevel Template

With the contact open, you can now start a new estimate and choose an existing template for faster setup.

  1. On the contact record, locate the section or icon for Estimates or Payments (wording may vary slightly by app version).
  2. Tap the option to Create Estimate or New Estimate.
  3. When prompted, choose Use Template instead of starting from scratch.
  4. Browse the list of available estimate templates configured in your GoHighLevel account.
  5. Tap the template that best matches the products or services you want to propose.

The mobile app will load the selected template and pre-fill items, pricing, and basic structure. You can now customize the content for this specific client.

Edit Estimate Details in the GoHighLevel App

After selecting a template, review and adjust the high-level estimate details so that they match your current proposal.

  1. Check the Estimate Name or title and update it to reflect the project or package.
  2. Confirm the Client field is set to the correct contact you opened earlier.
  3. Review fields such as Issue Date, Expiry Date, and Estimate Number.
  4. Adjust the Currency or Tax settings if needed, according to your account configuration.
  5. Add internal notes or a description to clarify scope and expectations.

All of these settings are available in the estimate header area inside the GoHighLevel mobile interface, usually at the top of the estimate screen.

Manage Line Items in a GoHighLevel Mobile Estimate

Line items define the actual products or services included in the estimate. The template provides a starting structure, but you can modify each item as required.

Add or Remove Items in GoHighLevel

  1. Scroll to the Items section of the estimate.
  2. To add a new item, tap Add Item or the plus icon.
  3. Select an item from your product or service list, or create a custom item.
  4. To remove an item, tap the three-dot menu or trash icon next to the item and confirm deletion.

This flexibility allows you to fine-tune each proposal without leaving the GoHighLevel app.

Edit Item Details in GoHighLevel Estimates

Each item contains specific details that affect your pricing and client expectations.

  1. Tap an existing line item to open its edit view.
  2. Update the Item Name and Description to reflect the exact service.
  3. Change the Quantity, Unit Price, or Discount if necessary.
  4. Confirm applicable taxes or fees based on your account settings.
  5. Save your changes to return to the item list.

The estimate total will update automatically as you adjust quantities and pricing across all items.

Review and Finalize Your GoHighLevel Estimate

Before sending the estimate to a client, always perform a quick review to catch errors and confirm accuracy.

  • Verify client information and contact details.
  • Check that all line items and prices are correct.
  • Confirm taxes, discounts, and totals.
  • Review terms, notes, or special conditions.

If anything looks incorrect, tap the corresponding section in the GoHighLevel app and make the necessary edits.

Share or Send the Estimate from GoHighLevel

When your estimate is ready, you can send it directly from the mobile app so the client can view and approve it.

  1. From the estimate screen, tap the Share or Send button.
  2. Choose your preferred delivery method, such as email or a shareable link.
  3. Confirm the recipient email address or messaging channel.
  4. Customize the message body if the app provides an editable email or SMS preview.
  5. Send the estimate and wait for client feedback or acceptance.

Your client will see a professional estimate layout generated by GoHighLevel, based on your selected template and edits.

Where to Find More Official GoHighLevel Help

If you need additional visual references or the latest app-specific screenshots, review the official documentation for creating estimates using templates on mobile directly from the provider.

You can visit the original instructions here: official GoHighLevel help article. The platform regularly updates its mobile interface, so always check for recent notes or version changes.

Best Practices for Using GoHighLevel Estimates on Mobile

To get the most value from the estimate feature in GoHighLevel, follow a few simple best practices:

  • Standardize templates for your most common services and packages.
  • Keep item names and descriptions clear and client-friendly.
  • Test the full process from creation to sending on both Wi‑Fi and mobile data.
  • Train your team to work directly from their phones for on-site or remote sales calls.

By using these practices with the mobile app, you can speed up your sales cycle and keep all estimate activity centralized inside GoHighLevel.

Need Help With ClickUp?

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