GoHighLevel Estimate Custom Values

/ CRM, GHL / By

How to Use Custom Values and Partial Quantity in GoHighLevel Estimates

If you use ClickUp for project tracking and want to streamline your sales process, learning how to configure estimate custom values and partial quantities in GoHighLevel will help you send accurate, flexible quotes. This guide walks you step by step through enabling and using the new estimate builder features so you can control visibility, customize variables, and handle complex multi-quantity pricing with ease.

The instructions and screenshots referenced here are based on the official product documentation for GoHighLevel available at this support article.

Overview of GoHighLevel Estimate Enhancements

The new estimate experience in GoHighLevel introduces:

  • Flexible visibility settings per estimate
  • Support for partial quantities in items
  • Expanded custom values you can insert anywhere in the document
  • More control over how estimates display to prospects and clients

These changes make it easier to use GoHighLevel for service-based businesses, retainers, and complex offers that require precise quantity and pricing control.

Understanding Estimate Visibility in GoHighLevel

Visibility determines whether an estimate is publicly accessible or restricted. In GoHighLevel, you can adjust this for each estimate so only the right people can see and approve it.

Types of Visibility in GoHighLevel Estimates

When editing an estimate, you will find a section labeled Visibility. From here, you can choose settings such as:

  • Private or internal only
  • Publicly accessible via link
  • Limited to specific recipients

The precise labels may vary by account and updates, but the main idea is the same: GoHighLevel lets you control how and where every estimate is exposed.

How to Configure Visibility

  1. Open your GoHighLevel account and navigate to the Estimates section.
  2. Create a new estimate or open an existing one in the new experience.
  3. Locate the Visibility area in the estimate settings.
  4. Select the desired visibility option that matches your workflow.
  5. Save or update the estimate so the new setting takes effect.

Using the correct visibility in GoHighLevel ensures that only authorized contacts can review, sign, or pay for an estimate.

Using Custom Values in GoHighLevel Estimates

Custom values allow you to dynamically pull data into your estimate templates. Instead of typing the same information every time, you use placeholders that GoHighLevel replaces with live data when sending or viewing the estimate.

What Custom Values Are Available

GoHighLevel supports several categories of custom values for estimates, including but not limited to:

  • Business details (name, address, contact info)
  • Client or contact information
  • Estimate-specific details like estimate number, issue date, and expiry date
  • Financial figures such as subtotal, tax, discounts, and total

These custom values help you standardize design while still personalizing each estimate in GoHighLevel for every client.

How to Insert Custom Values

  1. In GoHighLevel, open the estimate editor within the new estimate experience.
  2. Click into any text area where you want dynamic data to appear (for example, the header, body text, or notes section).
  3. Use the custom value picker or placeholder menu (often represented by curly braces or a dropdown) to select the appropriate value.
  4. Insert the custom value; it will appear as a token (for example, {{contact.name}} or a similar format, depending on your account).
  5. Save the estimate template or individual estimate.

When the estimate is previewed or sent, GoHighLevel automatically replaces these placeholders with the corresponding real data for that client and estimate.

Best Practices for Custom Values in GoHighLevel

  • Use custom values for anything that changes per client to avoid manual errors.
  • Combine static text with custom values (e.g., “Dear {{contact.first_name}},”).
  • Test your estimate by sending it to a test contact in GoHighLevel to confirm all values populate correctly.
  • Create reusable templates with all required custom values so your team maintains consistency.

Partial Quantity Support in GoHighLevel Estimates

Partial quantity support allows you to specify non-integer quantities (such as 1.5 or 2.75) for line items in your estimates. This is especially helpful in GoHighLevel if you bill by hours, units, or portions of a service.

Why Partial Quantity Matters

Many service-based businesses need to:

  • Bill for fractional hours (e.g., 1.5 hours of consulting)
  • Charge for partial units (e.g., 2.5 days of on-site work)
  • Combine multiple partial services into a single estimate

With partial quantity support, GoHighLevel calculates totals accurately without forcing you to round up or down, maintaining transparency for your clients.

How to Use Partial Quantities

  1. Open an estimate in the GoHighLevel new estimate experience.
  2. Locate the line item where you want to specify a partial quantity.
  3. In the Quantity field, enter a decimal such as 1.5 or 2.25, instead of only whole numbers.
  4. Ensure the unit price is entered correctly.
  5. GoHighLevel will automatically multiply the unit price by the partial quantity to compute the line total.

Repeat the above steps for any additional items that require fractional quantities in your estimates.

Tips for Accurate Partial Quantity Calculations

  • Define clear units (e.g., hours, days, sessions) in the line item description.
  • Use consistent decimal precision, such as two decimal places, across all GoHighLevel estimates.
  • Check totals in the estimate preview to confirm that partial quantities compute as expected.
  • Provide a brief explanation of how partial quantities are calculated in your estimate notes if your clients are unfamiliar with fractional billing.

Building a Reusable Estimate Template in GoHighLevel

To speed up your workflow, combine visibility controls, custom values, and partial quantity support into one or more reusable templates inside GoHighLevel.

Steps to Create a Template

  1. Log in to GoHighLevel and go to the estimates or proposals section of your account.
  2. Start with a new estimate using the new estimate experience.
  3. Configure the default Visibility that will apply to most uses.
  4. Add all recurring line items, including any that may use partial quantities.
  5. Insert all needed custom values in headers, body text, and signature areas.
  6. Format the document so it matches your brand guidelines.
  7. Save the layout as a reusable template if your account offers that option.

Once this template is built, your team can quickly create new GoHighLevel estimates by cloning or selecting the template, then only adjusting client-specific details.

Testing and Troubleshooting in GoHighLevel

Before rolling out these updates across your workflow, test the full process in GoHighLevel.

How to Test an Estimate

  1. Create a test contact in GoHighLevel with realistic details.
  2. Generate an estimate using your new template and custom values.
  3. Include at least one line item with a partial quantity.
  4. Preview the estimate to confirm that visibility, custom values, and totals appear correctly.
  5. Send the estimate to your test contact email and review the received version.

If something appears incorrect, adjust the estimate settings, custom values, or quantities and repeat the test.

Common Issues and Fixes

  • Custom values not populating: Check that the correct contact and estimate fields exist and that the token syntax is correct.
  • Totals not matching expectations: Review the unit price and partial quantity values; verify no extra taxes or discounts are applied in GoHighLevel.
  • Visibility problems: Make sure the estimate is set to the desired visibility option and that the link or email is being opened from the correct account or device.

Next Steps to Optimize Your GoHighLevel Workflow

By combining custom values and partial quantity support, GoHighLevel can handle a wider range of estimate scenarios, from hourly consulting to multi-phase projects. To further optimize your process, you may want to map how estimates tie into your pipelines, automations, and invoicing.

If you need broader CRM, funnel, or automation strategy help around GoHighLevel, you can explore additional tutorials and consulting resources at Consultevo.

For the most current details, interface changes, and screenshots, always cross-check this how-to with the official GoHighLevel support documentation at the original article.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`