Skip to main content
GHL MCP Guide
EST

Estimate Templates

Invoices & Estimates · Intermediate · Updated March 2026

Manage estimate templates with preview capabilities for standardized proposal formatting and consistent client communication.

Estimate Templates standardize how proposals look and what terms they include. Create a template once, apply it across all estimates, and ensure every proposal leaving your agency maintains professional consistency.

What This MCP Tool Does

Full CRUD on estimate templates plus a preview capability. Create templates with default terms, formatting, and branding. Preview how they render before applying them. Update templates as your terms evolve. Delete templates you no longer use.

Endpoint Reference

List all templates: GET /estimates/templates Retrieve all estimate templates in the sub-account.

Create a template: POST /estimates/templates Create a new estimate template with formatting and term defaults.

Update a template: PUT /estimates/templates/{templateId} Modify template settings and content.

Delete a template: DELETE /estimates/templates/{templateId} Remove a template. Existing estimates created from this template are unaffected.

Preview a template: GET /estimates/templates/{templateId}/preview Generate a visual preview of how the template renders.

Authentication

Requires a Private Integration Token (PIT) with the invoices scope enabled.

Key Parameters

Template configuration includes:

  • Template name
  • Default terms and conditions
  • Payment terms and validity period
  • Branding and formatting settings
  • Footer notes and disclaimers

Important Notes

The preview endpoint is valuable for QA. Before rolling a template out across your agency, preview it to catch formatting issues or missing content.

Templates define defaults that estimates inherit. Individual estimates can override template values when needed for specific clients or projects.

For agencies with multiple service lines, create separate templates for each: one for web design proposals, one for SEO retainers, one for automation projects. Each carries its own terms and formatting.

Common Questions

Do template changes affect existing estimates? No. Existing estimates retain the template settings they were created with. Changes apply to new estimates using the template.

Can I use the same template across multiple sub-accounts? Templates are scoped to individual locations. To replicate across sub-accounts, create the template in each one or include it in a snapshot.

Back to GHL MCP Guide