Did You Know You Can Use AI-Powered Forms to Create Instant Estimates for Your Prospects?
Instantly generate quotes with AI-Powered estimate forms in HighLevel
Need to quote prospects on the spot? HighLevel’s AI-powered estimate forms let you generate accurate, professional pricing, instantly and automatically. Whether you’re in the office or meeting leads in the field, this feature helps you close faster, save time and impress clients with real-time responses.
The problem with manual pricing
If you’ve ever struggled with:
Unclear pricing for custom packages
Giving out inconsistent quotes
Delays in getting estimates back to leads
Then you’ll love how HighLevel uses AI + automation to solve these issues in seconds, not hours.
How HighLevel AI estimate forms work
There are two key pieces to this system:
1️⃣ The Estimate Form
Create an internal-use form where you can quickly select services, input client details and summarize the project. Want to make it public? You can do that too - just adjust the settings for client-facing use.
2️⃣ The Automation
Once the form is submitted, HighLevel’s automation kicks in with a GPT action (powered by OpenAI). The AI reads the form, references your custom pricing guide, and instantly replies with an accurate quote - even including bulk discounts or customized summaries.
Real-World Use Case: Closing on the Spot
Imagine this: You meet Bob, a car salesman who’s interested in marketing services. You open your AI-powered form, select services like email marketing, CRM and a landing page and submit it.
Within seconds, you receive a text with a full price breakdown:
➡️ EXAMPLE: $3,200 setup, $999/month (discounted for bundled services).
Just like that, you’re ready to pitch with confidence - anytime, anywhere.
Bonus: Auto-Generated Proposals & Project Summaries
HighLevel can also take that same estimate and:
Generate a custom project summary
Create a proposal task
Update the contact record with key details
You can even use these summaries in documents, payments and contracts - all from one automation.
Why agencies love AI-Powered estimates in HighLevel
✔ Quote faster and win more deals
✔ Eliminate pricing guesswork
✔ Provide consistent, accurate estimates
✔ Empower teams in the field
✔ Automate proposal generation
Work smarter. Sell faster. Impress prospects.
That’s the power of AI (in your pocket) with HighLevel.
Login or start a free trial today to try it for yourself!
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