How to Manage Estimates in the GoHighLevel Client Portal
The GoHighLevel client portal makes it easy for your customers to review and act on estimates without needing tools like ClickUp or extra email threads. This step-by-step guide explains how contacts can open, view, accept, reject, and download estimates directly inside the secure portal.
Use this walkthrough to train clients, document your internal processes, or build help center content for your own agency.
What the GoHighLevel Client Portal Estimate View Includes
When a contact logs into the GoHighLevel client portal, they can see any estimate that has been shared with them. Each estimate page typically shows:
- Estimate title and unique number
- Client and business details
- Line items, quantities, and pricing
- Subtotal, taxes (if applicable), and total amount
- Status (e.g., Pending, Accepted, Rejected)
- Action buttons such as Accept, Reject, and Download
This clear layout helps customers quickly confirm what is being proposed and what action they should take next.
Accessing Estimates in the GoHighLevel Client Portal
To manage estimates, a contact must first log into your GoHighLevel client portal. Once logged in, they can locate the estimate section and open any available estimate.
Step-by-step: Open an Estimate in GoHighLevel
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Sign in to the client portal
Use the login link or URL your business provided. Enter the email and password associated with the client account. -
Navigate to the Estimates section
Once logged in, look for a navigation item such as Estimates, Quotes, or a similar label. This section lists all available estimates. -
Select an estimate
Click on the specific estimate you want to review. The estimate detail page will open inside GoHighLevel.
From here, the client can inspect all estimate information before deciding whether to approve or decline it.
How to Review an Estimate in GoHighLevel
Before taking any action, clients should carefully review the details presented in the GoHighLevel estimate view.
- Verify contact information to ensure the estimate is associated with the correct company or person.
- Check line items including descriptions, quantities, and unit prices.
- Review taxes, discounts, and fees to confirm the final total.
- Confirm terms or notes if the estimate includes additional conditions or explanations.
If something looks incorrect, the client should contact your team before accepting or rejecting the estimate.
Accepting an Estimate in GoHighLevel
When a client is satisfied with the proposal, they can accept it directly in the GoHighLevel client portal. This action typically updates the estimate status and may trigger follow-up workflows configured in your account.
Steps to Accept an Estimate
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Open the estimate
Log into the client portal and go to the estimate detail page as described above. -
Review final details
Confirm all pricing, quantities, and terms are accurate. -
Click the Accept button
On the estimate page, click the Accept button or similar call to action. -
Confirm acceptance
If a confirmation message appears, confirm that you want to accept the estimate. Once confirmed, the estimate status will show as Accepted within GoHighLevel.
After acceptance, the business can proceed with onboarding, invoicing, or project work according to their internal process.
Rejecting an Estimate in GoHighLevel
If a client does not agree with the proposal, they can reject the estimate inside the GoHighLevel client portal. This signals to your team that revisions or a new quote may be needed.
Steps to Reject an Estimate
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Open the estimate
Access the desired estimate from the portal estimates list. -
Review any concerns
Identify which prices, services, or terms are not acceptable. -
Click the Reject button
On the estimate detail page, click Reject. -
Provide a reason (if requested)
Some configurations may prompt the client for a comment or reason. Add details to help the business understand what needs to change.
Once rejected, the estimate status will be updated in GoHighLevel, and your team can respond accordingly.
Downloading an Estimate from GoHighLevel
Clients often need a copy of the estimate for their own records, approvals, or internal purchasing processes. The GoHighLevel client portal allows them to download the estimate quickly.
Steps to Download an Estimate
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Open the estimate page
Log into the client portal and select the estimate you want to save. -
Locate the Download option
On the estimate detail view, look for a Download button or icon. -
Click Download
Click the button to download a file version (commonly PDF) of the estimate. -
Save the file
Choose a folder on your device and save the downloaded estimate for future reference.
This file can then be shared internally, attached to purchase approval workflows, or stored in your document management system.
Best Practices for Using the GoHighLevel Client Portal
To get the most from the estimate features in your GoHighLevel client portal, consider the following best practices:
- Standardize estimate names so clients can easily identify each proposal.
- Include clear descriptions for every line item to reduce confusion.
- Add notes or terms outlining timelines, scope, or exclusions.
- Train clients on how to accept, reject, and download estimates using a short tutorial or onboarding email.
- Monitor statuses so your team can follow up quickly on pending estimates.
Consistent use of these practices improves communication and reduces back-and-forth emails during the approval process.
Additional Resources for GoHighLevel Users
If you want to explore the original documentation on which this guide is based, you can review the official help article here: View and manage estimates in the client portal.
For agencies looking for broader CRM, automation, and client portal optimization alongside GoHighLevel, you can also explore consulting resources at Consultevo.
By following the steps in this guide, your clients will be able to confidently view, accept, reject, and download estimates through the GoHighLevel client portal, keeping your sales and onboarding workflows streamlined and professional.
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