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27. Proposals & Estimates

Get the contract signed. Fast.

E-Signature Built In

Stop paying for PandaDoc or DocuSign. HighLevel allows you to send beautiful, informative proposals that clients can legally sign digitally.

The Workflow

  1. Estimate: Send a price quote.
  2. Proposal: Send a detailed scope of work + price quote + contract terms.
  3. Signature: Client signs on their phone.
  4. Payment: You can even prompt for a deposit payment immediately after the signature is captured.

Knowledge Check

Can you collect a payment deposit inside a Proposal?

Yes, immediately after signing.
No, you must send a separate invoice.
Only on the Agency Pro plan.
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