# Workflow Action - Send Estimate

> Learn how to configure, test, and track the GHL Customer Care Send Estimate workflow action with best‑practice blueprints, templates, and troubleshooting tips.

- Source: https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-estimate
- Section: Workflows / Payments Workflow Actions
- Reading time: 3 min
- Images: 7, each explained below

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Send Estimate automates proposal delivery directly from your GHL Customer Care workflows using your Estimate Templates. Use email or Text to deliver professional, branded estimates at the right moment. This guide shows how to use the Send Estimate Action in GHL Customer Care Workflows.

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**TABLE OF CONTENTS**

-   [What is the Send Estimate Workflow Action](#what-is-the-send-estimate-workflow-action)[](#key-benefits-of-send-estimate-action)
-   [Key Benefits of Send Estimate Action](#key-benefits-of-send-estimate-action)[](#prerequisites)
-   [Prerequisites](#prerequisites)[](#how-to-setup-the-send-estimate-action-in-workflows)
-   [How to Setup the Send Estimate Action in Workflows](#how-to-setup-the-send-estimate-action-in-workflows)[](#example-home-renovation-estimate)
-   [Example: Home Renovation Estimate](#example-home-renovation-estimate)[](#frequently-asked-questions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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# **What is the Send Estimate Workflow Action**

The Send Estimate action automatically generates an estimate from an estimate template and delivers it to a contact through the channel you choose (Email or Text). It’s designed for pipeline‑driven sales motions where proposals must go out consistently, with proper branding, taxes, and totals without manual effort.

In short, once a workflow reaches this action, GHL Customer Care builds an estimate from your chosen template, fills in available contact/opportunity details, and sends it to the contact using your selected sender and channel.

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## **Key Benefits of Send Estimate Action**

-   **Speed to proposal:** Send estimates instantly when a lead reaches a specific stage, submits a form, or requests pricing.
    
-   **Consistency & branding:** Ensure every estimate uses the correct template, logos, taxes, and currency—no ad‑hoc PDFs.
    
-   **Channel flexibility:** Deliver by **Email** or **SMS** based on the contact data you have and their preferred communication.
    
-   **Audit-ability:** Keep a record of when each estimate was sent, viewed, accepted, and paid.
    

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## **Prerequisites**

Getting these items ready avoids delivery failures and template mismatch issues that slow down sales.

-   Payments is enabled for the location and a payment processor is connected.
    
-   At least one **Estimate Template** is created and active (branding, taxes, currency set).
    
-   The contact has a valid **Email** and/or **Phone** based on your selected channel.
    
-   Email sending domain is verified and compliant; SMS sending is compliant and the contact is opted in.
    

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## **How to Setup the Send Estimate Action in Workflows**

Follow these steps to add the action to a workflow and configure it for consistent, predictable outcomes.

1.  Log in to your sub-account.
    
2.  Go to **Automations > Workflows**.
    
    
![Step 2 of 11: Go to Automations > Workflows](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064719189/original/4mVu7Ke8FwkzhXqYfkNdJ1AiVOUgwWHmZQ.jpeg)

**Step 2 of 11: Go to Automations > Workflows**

This screenshot accompanies step 2 of 11 in the "How to Setup the Send Estimate Action in Workflows" section of "Workflow Action - Send Estimate". At this point in the walkthrough you go to Automations > Workflows. For context, this section explains: Follow these steps to add the action to a workflow and configure it for consistent, predictable outcomes. The navigation path used here is Automations > Workflows. The next step is to create a new workflow or open an existing one.

- Path: Automations > Workflows
- Where to go: Go to Automations > Workflows.
- Controls: Automations > Workflows, new, workflow, open, existing, + Add New Trigger, trigger, +, add, Action, Send Estimate, From
- Next: Create a new workflow or open an existing one.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.  <- this image
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)
5. Click + to add an Action and search for Send Estimate.
6. Select From User and Estimate Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Sending Mode between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)
9. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
10. Click on Save Action.
11. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
     
3.  Create a **new** **workflow** or **open** an **existing** one.  
    
    
![Step 3 of 11: Create a new workflow or open an existing one](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064719188/original/y2GeElPYuGlLguqDiv1j0_cZHtxo-i_BDQ.jpeg)

**Step 3 of 11: Create a new workflow or open an existing one**

This screenshot accompanies step 3 of 11 in the "How to Setup the Send Estimate Action in Workflows" section of "Workflow Action - Send Estimate". At this point in the walkthrough you create a new workflow or open an existing one. The navigation path used here is Automations > Workflows. The next step is to click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.).

- Path: Automations > Workflows
- What this covers: Create a new workflow or open an existing one.
- Controls: new, workflow, open, existing, Automations > Workflows, + Add New Trigger, trigger, +, add, Action, Send Estimate, From
- Next: Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.  <- this image
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)
5. Click + to add an Action and search for Send Estimate.
6. Select From User and Estimate Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Sending Mode between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)
9. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
10. Click on Save Action.
11. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
4.  Click on the **\+ Add New Trigger** button to add a **trigger** that correlates to the Send Estimate Action (e.g., _Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc._)  
    
    
![Step 4 of 11: Click on the + Add New Trigger button to add a trigger that correlates…](https://jumpshare.com/share/nOMmbw8Ihs2VaiOTezBW+/GIF+Recording+2026-02-11+at+11.17.29+PM.gif)

**Step 4 of 11: Click on the + Add New Trigger button to add a trigger that correlates…**

This animation accompanies step 4 of 11 in the "How to Setup the Send Estimate Action in Workflows" section of "Workflow Action - Send Estimate". At this point in the walkthrough you click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.). The navigation path used here is Automations > Workflows. The next step is to click + to add an Action and search for Send Estimate.

- Path: Automations > Workflows
- What to click: Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)
- Controls: + Add New Trigger, trigger, Automations > Workflows, new, workflow, open, existing, +, add, Action, Send Estimate, From
- Next: Click + to add an Action and search for Send Estimate.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)  <- this image
5. Click + to add an Action and search for Send Estimate.
6. Select From User and Estimate Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Sending Mode between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)
9. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
10. Click on Save Action.
11. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
      
    
5.  Click **+** to **add** an **Action** and search for **Send Estimate**.
    
    
![Step 5 of 11: Click + to add an Action and search for Send Estimate](https://jumpshare.com/share/idL65o39Ln64vYbtGugQ+/GIF+Recording+2026-02-11+at+11.18.38+PM.gif)

**Step 5 of 11: Click + to add an Action and search for Send Estimate**

This animation accompanies step 5 of 11 in the "How to Setup the Send Estimate Action in Workflows" section of "Workflow Action - Send Estimate". At this point in the walkthrough you click + to add an Action and search for Send Estimate. The navigation path used here is Automations > Workflows. The next step is to select From User and Estimate Template.

- Path: Automations > Workflows
- What to click: Click + to add an Action and search for Send Estimate.
- Controls: +, add, Action, Send Estimate, Automations > Workflows, new, workflow, open, existing, + Add New Trigger, trigger, From
- Next: Select From User and Estimate Template.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)
5. Click + to add an Action and search for Send Estimate.  <- this image
6. Select From User and Estimate Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Sending Mode between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)
9. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
10. Click on Save Action.
11. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
      
    
6.  Select **From** **User** and **Estimate** **Template**.  
    
    
![Step 6 of 11: Select From User and Estimate Template](https://jumpshare.com/share/idL65o39Ln64vYbtGugQ+/GIF+Recording+2026-02-11+at+11.18.38+PM.gif)

**Step 6 of 11: Select From User and Estimate Template**

This animation accompanies step 6 of 11 in the "How to Setup the Send Estimate Action in Workflows" section of "Workflow Action - Send Estimate". At this point in the walkthrough you select From User and Estimate Template. For context, this section explains: Follow these steps to add the action to a workflow and configure it for consistent, predictable outcomes. The navigation path used here is Automations > Workflows. The next step is to select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.

- Path: Automations > Workflows
- What to choose: Select From User and Estimate Template.
- Controls: From, User, Estimate, Template, Automations > Workflows, new, workflow, open, existing, + Add New Trigger, trigger, +
- Next: Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)
5. Click + to add an Action and search for Send Estimate.
6. Select From User and Estimate Template.  <- this image
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Sending Mode between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)
9. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
10. Click on Save Action.
11. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

    
      
    
7.  Select **Payment** **Mode** - Use **Live** mode for real payments and **Test** mode for non‑chargeable, sandbox validation.
    
8.  Select **Sending Mode** between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)  
    
9.  Select **Channel:** Choose how the invoice is delivered **Email**, **Text**, or Email & Text. **Default:** Email & Text. 
    
10.  Click on **Save Action**.
     
     
![Step 10 of 11: Click on Save Action](https://jumpshare.com/share/n3Jh3US5rMFWGnBmwhFT+/Screenshot+2026-02-11+at+11.30.10%E2%80%AFPM.png)

**Step 10 of 11: Click on Save Action**

This screenshot accompanies step 10 of 11 in the "How to Setup the Send Estimate Action in Workflows" section of "Workflow Action - Send Estimate". At this point in the walkthrough you click on Save Action. For context, this section explains: Follow these steps to add the action to a workflow and configure it for consistent, predictable outcomes. The navigation path used here is Automations > Workflows. The next step is to test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

- Path: Automations > Workflows
- How to confirm: Click on Save Action.
- Controls: Save Action, Automations > Workflows, new, workflow, open, existing, + Add New Trigger, trigger, +, add, Action, Send Estimate
- Next: Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)
5. Click + to add an Action and search for Send Estimate.
6. Select From User and Estimate Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Sending Mode between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)
9. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
10. Click on Save Action.  <- this image
11. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.

     
       
     
11.  **Test** the **workflow** to make sure everything is setup correctly. **Publish** and **Save** the workflow.
     
     
![Step 11 of 11: Test the workflow to make sure everything is setup correctly. Publish…](https://jumpshare.com/share/1cQVrs8r6S14HnF0R1kh+/Screen+Shot+2026-02-11+at+11.33.32+PM.png)

**Step 11 of 11: Test the workflow to make sure everything is setup correctly. Publish…**

This screenshot accompanies step 11 of 11 in the "How to Setup the Send Estimate Action in Workflows" section of "Workflow Action - Send Estimate". At this point in the walkthrough you test the workflow to make sure everything is setup correctly. Publish and Save the workflow. The navigation path used here is Automations > Workflows.

- Path: Automations > Workflows
- How to confirm: Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.
- Controls: Test, workflow, Publish, Save, Automations > Workflows, new, open, existing, + Add New Trigger, trigger, +, add

Full procedure:

1. Log in to your sub-account.
2. Go to Automations > Workflows.
3. Create a new workflow or open an existing one.
4. Click on the + Add New Trigger button to add a trigger that correlates to the Send Estimate Action (e.g., Pipeline Stage Changed, Opportunity Status Changed, Form Submitted etc.)
5. Click + to add an Action and search for Send Estimate.
6. Select From User and Estimate Template.
7. Select Payment Mode - Use Live mode for real payments and Test mode for non‑chargeable, sandbox validation.
8. Select Sending Mode between Create as Draft (estimate will be saved as draft for reviewing before sending) or Send Directly (estimate will be sent immediately after workflow execution.)
9. Select Channel: Choose how the invoice is delivered Email, Text, or Email & Text. Default: Email & Text.
10. Click on Save Action.
11. Test the workflow to make sure everything is setup correctly. Publish and Save the workflow.  <- this image

     

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## **Example: Home Renovation Estimate**

**Scenario**: A home renovation company wants to send estimates promptly when a potential client shows interest.

**Setup**:

-   **Trigger**: Opportunity Created (or any other relevant trigger)
-   **Action Name**: Send Home Renovation Estimate
-   **From User**: Sarah Johnson
-   **Estimate Template**: Home Renovation Proposal 
-   **Estimate Mode**: Live

**Outcome**: When the specified trigger occurs, the selected estimate is automatically sent to the customer, improving conversion potential.

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## **Frequently Asked Questions**

**Q: What happens if the contact has both email and phone?**

Select the Email and Text option in the Channel field.

**Q: Does Test mode notify real customers?**

No, use Test mode with a seed contact you control to validate copy, variables, and delivery before going Live.

**Q: Which user identity is used to send the estimate?**

The From User you select. If that user is deactivated later, update the action to an active sender.

**Q: Where do I see whether an estimate was viewed or accepted?**

Open the contact or estimates area to see delivery history and status events like Sent, Viewed, Accepted, Declined, or Paid.

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### **Related Articles**

-   [Workflow Trigger – Estimates](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-estimates) 
-   [How to Create and Send Estimates Using GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-send-estimates-using-in-ghl-customer-care) 
-   [How To Link Opportunities with Invoices and Estimates](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-link-opportunities-with-invoices-and-estimates)
-   [Workflow Action – Send Invoice](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-invoice)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com