Exciting New Feature: Introducing Custom Fields for Proposals and Estimates Builder!

Introducing an exciting new feature for the Proposals and Estimates Builder: Custom Fields! Users now have the ability to personalize and tailor their proposals and estimates to better suit their specific needs. With this addition, he / she / they can create and design documents that truly reflect his / her / their unique brand and objectives. It’s time to take the customization of proposals and estimates to the next level with this innovative enhancement!


In the fast-paced world of business, efficiency is key. For professionals who rely on proposals and estimates to secure deals, the ability to streamline the process is invaluable. That’s why HighLevel, a leading provider of marketing automation tools, is constantly striving to improve its platform. In a recent video, HighLevel unveiled an exciting new feature that is sure to delight its users. Custom Fields for Proposals and Estimates Builder is a game-changer that allows users to personalize their documents and automate data input like never before. Let’s dive deeper into this enhancement and explore how it can revolutionize your proposal and estimate building process.

An Enhancement to the Proposal and Estimates Builder

The Custom Fields feature is a significant enhancement to the already robust Proposal and Estimates Builder in HighLevel. This update empowers users to add custom fields to their documents, tailoring them to meet their specific requirements. Whether it’s capturing additional client information or showcasing unique selling points, the possibilities are endless.

Auto-Population of Custom Fields for Contacts

One of the standout aspects of this enhancement is the auto-population feature. Custom fields that are stored in contacts can now be automatically filled in proposals and estimates. This eliminates the need for manual data input, saving time and ensuring accuracy. For example, if you have custom fields like credit score or industry type in your contact list, they can be seamlessly integrated into your proposal or estimate document, providing a personalized touch.

Adding Custom Fields to Documents

HighLevel understands the need for flexibility and customization when it comes to business documents. With the new Custom Fields feature, users can effortlessly add fields like credit score, industry type, or any other information that is pertinent to their proposals and estimates. This level of personalization not only adds professionalism but also gives your documents a competitive edge.

A Small but Powerful Enhancement

While the enhancement may seem small in the grand scheme of things, it is undoubtedly powerful. The ability to customize fields and automate data input simplifies the proposal and estimate creation process while adding a touch of professionalism. HighLevel’s dedication to continuously improving the user experience is evident in this update. It’s a testament to their commitment to providing cutting-edge solutions to their clients.

More Updates to Look Forward To

As HighLevel continues to innovate and listen to its customers, there are undoubtedly more updates on the horizon. The Custom Fields feature is just one example of their commitment to enhancing the platform’s functionality. With each improvement, the user experience becomes more efficient and seamless, making HighLevel a top choice for businesses seeking a competitive advantage.


HighLevel’s introduction of Custom Fields for Proposals and Estimates Builder is a significant milestone in the evolution of the platform. This enhancement allows users to personalize their documents, automate data input from contact fields, and create professional proposals and estimates effortlessly. With more updates on the way, HighLevel remains committed to providing a comprehensive solution for businesses in need of marketing automation tools. Stay tuned for further innovations from HighLevel and take your proposal and estimate building process to new heights.

FAQs After The Conclusion

  1. How do I add custom fields to my proposals and estimates?
  2. Can I automate data input in my documents using custom fields?
  3. What types of custom fields can I add to my documents?
  4. Will HighLevel be adding more features in the future?
  5. How can Custom Fields for Proposals and Estimates Builder benefit my business?