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 GHLSetup 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.
