How to Use the GoHighLevel Send Estimate Workflow Action

The GoHighLevel workflow feature makes it easy to automate estimate delivery in a way that feels as organized as a ClickUp task flow. This guide walks you step-by-step through configuring the Send Estimate action so you can automatically send, customize, and track estimates for your contacts and opportunities.

By the end of this tutorial, you will be able to add the Send Estimate action to any workflow, choose which version of an estimate is sent, and control how it reaches your leads and customers.

Overview of the GoHighLevel Send Estimate Action

The Send Estimate workflow action in GoHighLevel lets you automatically deliver an estimate to a contact using email or SMS (or both) based on your workflow rules.

This action is especially powerful when combined with pipeline stages, tags, or form submissions that trigger an estimate to be sent without manual work from your team.

Here are the core capabilities of the Send Estimate action:

• Automatically send an estimate from a workflow.
• Select whether to send the latest estimate, the most recent pending estimate, or a specific estimate by ID.
• Send via email, SMS, or both.
• Optionally override default templates.
• Use personalization tokens and dynamic fields.
• Track if the estimate has been delivered and viewed.

Prerequisites Before Using GoHighLevel Send Estimate

Before you configure this action, make sure you have the following in place inside your GoHighLevel account:

• An existing contact in the CRM that the workflow can reference.
• At least one estimate already created and associated with that contact or opportunity.
• Access to workflows and permission to edit them.
• At least one active email and/or SMS provider configured in your location.

If you need broader CRM and automation strategy help, you can also review implementation resources from agencies such as Consultevo.

How to Add the GoHighLevel Send Estimate Action to a Workflow

Follow these steps to add the action to any existing or new workflow in your GoHighLevel account.

Step 1: Open the Workflow Builder in GoHighLevel

1. Log in to your GoHighLevel account.
2. Navigate to Automation > Workflows.
3. Open an existing workflow or click to create a new one.

Once you are in the workflow builder, you can add actions after any trigger or condition.

Step 2: Add the Send Estimate Action

1. Inside the workflow canvas, click the plus icon (+) at the point where you want the estimate to be sent.
2. In the action list, search for or select Send Estimate.
3. Click it to add the action block into the workflow.

The Send Estimate configuration panel will now appear on the right side of the builder.

Configure the GoHighLevel Send Estimate Action

Within the action settings, you define which estimate to send, how it is delivered, and what message content is used.

Select the Estimate Source in GoHighLevel

You will usually see an option to choose how the system finds the estimate to send. Depending on your account configuration, common options include:

• Latest Estimate – Sends the most recently created estimate linked to the contact.
• Latest Pending Estimate – Sends the most recent estimate in a pending status.
• Estimate by ID – Lets you specify a particular estimate using its unique ID.

Pick the option that best aligns with your workflow design. For example, use “Latest Pending Estimate” in a pipeline stage where you only want open proposals re-sent.

Choose Delivery Channel (Email and/or SMS)

You can configure how the estimate is sent to the contact:

• Email only – Great for longer estimates and formal proposals.
• SMS only – Good for quick follow-ups or mobile-first audiences.
• Email and SMS – Maximizes the chance that the contact sees the estimate.

Make sure the contact record includes valid email and/or phone details that correspond to your chosen channels.

Set Up Email Content for GoHighLevel Estimate

If you enable email delivery, configure the email section:

• From Name – The sender name the contact will see.
• From Email – Must be a verified or allowed sending address.
• Subject Line – Clearly reference the estimate or proposal.
• Email Body – Use the editor to write your message.

You can insert dynamic fields such as the contact name, estimate total, or estimate link using the personalization tokens available in GoHighLevel. This ensures the email references the specific estimate and feels personalized instead of generic.

Set Up SMS Content for GoHighLevel Estimate

When SMS delivery is enabled, configure your text message:

• Use a short, clear message that explains what the estimate is for.
• Include the estimate link token so the contact can open the estimate from their phone.
• Stay within character limits if your provider bills per segment.

Always comply with SMS regulations in your region, including consent and opt-out language when needed.

Advanced Options in the GoHighLevel Send Estimate Action

The Send Estimate action may provide additional options depending on your account and feature set.

Template and Layout Options

You may be able to:

• Use default templates configured for estimates.
• Override the default layout with custom email or SMS content in the action itself.
• Include branding elements if your estimate template supports them.

Keeping your templates standardized helps maintain a consistent experience for all contacts.

Handling Errors and Missing Estimates

In some cases, a workflow may try to send an estimate that does not exist or is not associated with the contact. Review your options for handling these situations:

• Ensure the workflow only runs after an estimate is created.
• Use conditions or filters to check for an estimate before sending.
• Review logs or history to identify any Send Estimate failures.

This helps you keep a clean automation process without broken or confusing messages going to your leads.

Testing the GoHighLevel Send Estimate Action

Before going live, test the workflow and Send Estimate step to be sure everything functions correctly.

Step-by-Step Testing Process

1. Create a test contact with a real email and phone number you control.
2. Create an estimate and associate it with this test contact.
3. Enroll the test contact in your workflow so they reach the Send Estimate action.
4. Monitor the workflow execution to confirm the action runs successfully.
5. Check the inbox and phone for the email and SMS versions of the estimate.

Confirm that all links work, personalization tokens are correctly populated, and formatting looks good on both desktop and mobile.

Best Practices for Using GoHighLevel Estimates in Workflows

To get consistent results from your automations, keep these best practices in mind:

• Time the estimate carefully – Trigger the Send Estimate action after clear intent, such as form submissions or booked appointments.
• Combine with reminders – Use follow-up actions that send reminders if the estimate remains pending.
• Segment your audience – Different workflows can send different styles of estimates based on service type or deal size.
• Track performance – Monitor acceptance rates and adjust content or timing as needed.

Where to Learn More About GoHighLevel Send Estimate

If you want the most detailed, up-to-date technical reference for the Send Estimate action in GoHighLevel, you can review the official documentation at this GoHighLevel help article. It outlines the exact options available in the current product interface.

By following the steps and best practices in this guide, you can confidently integrate the Send Estimate action into your automations, reducing manual follow-up and sending accurate, timely proposals directly from your GoHighLevel workflows.

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