Use Draft/Preview while building. Live Send will create and send a real GHL estimate to the selected customer.
1 · Pricing Source
Selected Quote Summary
Selected tierTarget
Insulation—
Add-ons—
Total—
30% deposit—
70% balance—
2 · Customer Lookup
3 · Checkout Split
This creates the scheduled payment split on the estimate.
4 · Template + Product Match
5 · Template Preview
Enter pricing first.
Raw draft payload
Enter pricing first.