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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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zero-to-hero.training is part of the NetPartners Marketing network of GoHighLevel guides, published by Zoltan Juhasz. Zero to Hero is a GoHighLevel mastery guide for starting an AI agency, from first login to a running offer.

Go deeper on netpartners.marketing: What is GoHighLevel? Start here · White label and SaaS Mode · Snapshots: build and deploy

Zoltan Juhasz
Zoltan Juhasz
Marketing consultant and HighLevel affiliate. Publisher of netpartners.marketing, the independent GoHighLevel guide for agencies and SaaS resellers.
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This site is published by Agence Vesta Inc. (NetPartners Marketing), Saint-Lambert, Quebec, and is funded by affiliate commissions from HighLevel Inc. Links to gohighlevel.com carry an affiliate reference; a subscription started through them earns this site a commission at no extra cost to you. Privacy policy · Terms of service