Go High Level

How to View Estimates in GoHighLevel — Client Portal Guide


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Learn how to streamline your client communication with GoHighLevel's Estimates feature. This episode covers everything agencies need to know about managing estimates through the Client Portal, keeping clients informed and organized in one centralized location.
In this episode you'll learn:
• How to access and view estimates in the GoHighLevel Client Portal on web and mobile
• Key benefits of using the Estimates feature to streamline agency workflows
• How to manage estimate availability and control permissions as an admin
• Best practices for keeping clients informed with professional estimate documents
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Go High LevelBy William Welch