Quote Builder Admin

Select deal

Search HighLevel opportunities and pull contact details into the quote.

Search deals

Selected deal None selected Choose a deal to auto-fill buyer fields.

Quote status Draft Live preview updates instantly.

These fields feed both the preview panel and the public quote page.

Quote title Quote number Issued date Expires date Prepared for Email Phone Project address Sales rep Sales email Sales phone Currency

Comments Terms

Add from the HighLevel product library or create manual rows.

Tax %

Subtotal$0.00

Discounts$0.00

Tax$0.00

Total$0.00

Finalize the draft, copy the public URL, or open the full preview page.

Public preview URL Email subject Email body

Upload a PDF quote to HighLevel and optionally send a contract template.

PDF URL (saved to opportunity)

Requires HIGHLEVEL_DOC_TEMPLATE_ID to be configured.

Document link (saved to opportunity)