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Control SMS/Email Communication in Sending Invoices and Estimates

Jul 28, 2025 comments off

Introduction

In a fast-paced business world, communication is key. And when it comes to sending invoices and estimates, having control over the SMS/email communication channel can make all the difference. HighLevel, a leading platform in business automation, has introduced an update that revolutionizes the way users send invoices, estimates, and recurring invoices. Let’s dive into the details of this innovative feature!

Streamlined Communication Options

With the latest update, HighLevel now offers three new actions- Send Invoice, Send Estimate, and Send Recurring Invoice- all equipped with a Channel dropdown. This feature gives users the flexibility to choose between Email, Text, or a combination of both (Email & Text) for each action, all within a single interface. No more juggling between different steps or platforms; it’s all about simplicity and efficiency.

  • Say goodbye to the hassle of switching between multiple tools for sending communications.
  • Easily select the preferred communication channel for each interaction with just a few clicks.

Enhanced Workflow Efficiency

The primary goal of this update is to empower users with the ability to target the right communication channel seamlessly. Whether it’s reaching out to a client via email, a quick text message, or a personalized combination of both, HighLevel ensures that the process is smooth and intuitive. By eliminating the need for additional branches or workarounds, users can now focus on what truly matters- building strong client relationships and driving business growth.

  • Simplify your workflow by streamlining communication channels for different actions.
  • Ensure that your messages reach the right audience through targeted communication strategies.

Conclusion

With the new update from HighLevel, controlling SMS/email communication in sending invoices and estimates has never been easier. By offering a range of options within a single platform, HighLevel continues to empower businesses to communicate effectively with their clients. Stay ahead in the game by leveraging this innovative feature and take your communication strategy to the next level!

Ensure you’re using the right communication channel for sending invoices and estimates with HighLevel’s latest update.