How to Easily Send Proposals and Estimates Using a Link


In today’s digital age, where efficiency and convenience are paramount, it becomes imperative for businesses to streamline their processes. HighLevel, a cutting-edge software company, understands this need and has come up with an innovative solution. In this article, we will explore the new proposal and estimate update by HighLevel, which allows for easy sharing via a link instead of just email. This breakthrough feature brings a plethora of advantages, ensuring swift and hassle-free communication. So, let’s dive right into it!

Share via Link: A Game-Changing Proposition

Traditionally, when sending proposals and estimates, emails have been the go-to method. However, with HighLevel’s latest update, businesses now have the option of sharing these crucial documents via a link. This not only saves time but also offers greater flexibility.

Individual Links for Enhanced Precision

One key feature offered by HighLevel is the ability to generate individual links for each recipient of the document. This ensures that each proposal or estimate is sent to the right person, eliminating the possibility of confusion or misplaced documents. With this level of precision, businesses can optimize their communication processes, ensuring seamless collaboration with clients.

Simplifying Communication with the “Waiting for Others” Tab

To further enhance the document sharing process, HighLevel has introduced the “Waiting for Others” tab. Once the links are generated and shared, the document is marked as sent and can be conveniently accessed through this tab. This feature imbues businesses with better organization, ensuring they can easily keep track of the proposals and estimates that are pending responses.


HighLevel’s proposal and estimate update revolutionize the way businesses send crucial documents. By allowing sharing via links instead of just email, HighLevel ensures that businesses can streamline their communication processes, saving valuable time and effort. With the ability to generate individual links for each recipient and the convenience of the “Waiting for Others” tab, businesses can ensure that their proposals and estimates reach the right hands in a timely manner. Embrace this game-changing feature and elevate your business communication to new heights!