New GoHighLevel Integration: Send Quotes, Invoices & Estimates Directly to Your CRM

We’re excited to announce our newest integration: GoHighLevel.

If your practice uses GoHighLevel (or a CRM built on it like AesthetixCRM) you can now connect it to MySurgeryQuote and streamline your entire quoting workflow.

Here’s what you can do:

• Send quote PDFs to any GHL contact with one click
• Generate invoices from your quote line items, no re-entering data
• Create patient-facing estimates that your patient receives by email with an accept or decline option, with a 30-day expiry
• Search contacts by name, email, or phone directly from MySurgeryQuote
• Automatic tagging: every time you send a quote, invoice, or estimate, the contact is tagged (quote-sent, invoice-sent, estimate-sent) so you can trigger automations in GHL

Setup takes under a minute. Go to Settings, click Connect next to GoHighLevel, authorize through the GHL Marketplace, and you’re done. No API keys, no technical setup.

Included on every plan at no extra cost, just like our ModMed and DrChrono integrations.

This is a big one for practices that rely on GoHighLevel for patient communication and follow-up. Your quoting and CRM workflows are now fully connected.

Get Started | Check out the Demo