Advanced Estimate Builder that includes calculations and Images.
G
GoFylix CRM
Hi Team,
One of my clients is very interested in using HighLevel for their business, and they’re highly impressed with all the platform’s features. However, a critical part of their business depends on generating detailed estimates based on dimensional calculations.
They require an advanced estimation feature that allows:
Creating estimates based on product dimensions (Length × Width × Height)
Organizing items under categories and folders
Using existing products (already added in the HighLevel Products tab)
Automatically calculating unit rate × area/volume to generate pricing
Displaying estimates in a clean, tabular format (including images, unit, quantity, total, etc.)
They love everything else about HighLevel, but due to this missing functionality, they are forced to use another platform only for estimates. I believe enabling this feature will not only help us close this client but also attract many more similar businesses looking for complete interior design or construction-based solutions inside HighLevel.
I’ve attached a reference screenshot that clearly shows the format they expect. If this feature could be developed or prioritized, it would significantly boost adoption across our niche.
Thank you for your continued support and for building such an amazing platform.
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S
Sales & Marketing
Merged in a post:
Dynamic values in Estimates, and Math equations in Documents
K
Kaleb Dickhaut
I would love the ability to add dynamic quantities based on a survey completed by a lead. Then I can automate an estimate being sent out with out having to manually input the quantities. It would be awesome if we could also ad a math function to Documents similar to equations in a spreadsheet. I have multiple clients that would like to have estimates or documents automatically created with variable values based on a survey
R
Ron K
In addition to basic math formulas, it would be great to also have math for DATES. For instance, if we set the Start Date of a contract, the document can automatically set the end date to 3 months later.
Currently, we would have to save all of these calculations into the database in order to render them in the contract ... this is very inefficient to save all of this data into the database.
T
Tom Naylor
This is a yes for all service businesses!! We currently use HouseCallPro for customer estimates/invoices and would love to only use GHL. Here's an example of their output.
