# HighLevel quote-reconciliation worksheet

Original editorial buyer worksheet. This does not connect to an account, enable a subscription, change billing or authorize usage. Official pricing references are dated October 23, 2026; use the actual current account offer before a purchase. The worked inputs below are fictional, not user invoices or test results.

## 1. Identify the purchasing arrangement

| Field | Entry |
|---|---|
| Business-operated eligible account or agency-managed subaccount | |
| Account supplier and quote reference/date | |
| Enabled-location identifier/count and what each represents | |
| Billing period and currency | |
| Current AI plan and selected voice configuration | |
| Who may inspect charges | |
| Who may approve purchases or additional usage | |
| Configuration/support owner | |

Do not infer account scope from a physical branch count. Do not infer one customer's agency price from the platform's underlying rate.

## 2. Reconcile the quote once, by component

| Component | Unit / scope | Underlying charge recipient | Contractor quote treatment: bundled / separate / unknown | Amount / rate from actual quote | Evidence reference | Unresolved question / owner |
|---|---|---|---|---|---|---|
| Platform access | | | | | | |
| AI subscription | | | | | | |
| Additional AI usage | | | | | | |
| Phone usage / number | | | | | | |
| Setup | | | | | | |
| Recurring support | | | | | | |
| Other explicitly quoted component | | | | | | |

**Calculation rule:** Count a payable component once. A supplier's underlying cost is not automatically an additional contractor charge. If a required component is unresolved, report a known subtotal and identify what is excluded; do not label it an all-in total.

## 3. Fictional worked example A: shared Growth minutes

Assumptions: one enabled Growth location, one monthly allowance of 100 Voice AI minutes, and all three listed usage types included in that allowance. No pooling across locations or other account behavior is assumed.

| Fictional input | Minutes |
|---|---:|
| Inbound Voice AI | 80 |
| Outbound Voice AI | 15 |
| Voice AI widget | 10 |
| Total | 105 |
| Included allowance | 100 |
| Above allowance: max(total − allowance, 0) | 5 |

The 100-minute inclusion is from [HighLevel's AI Product Pricing](https://help.gohighlevel.com/support/solutions/articles/155000006652-ai-product), reviewed October 23, 2026. The usage is fictional. The computed result is **excess units only**, not the AI or phone bill. Selected rates, model/configuration, phone charges and the actual applicable account terms remain unresolved. No calls were made or authorized by this example.

## 4. Fictional worked example B: an agency bundle

Assumptions: a fictional agency quote expressly includes platform access and the selected AI subscription in its $180 monthly package. It expressly excludes phone charges. Additional usage or support charges are not established, so they remain unknown until the written scope resolves them.

| Component | Fictional quote treatment | Amount counted in known recurring subtotal |
|---|---|---:|
| Agency package, including platform access and AI subscription | Payable package | $180 |
| Platform access listed as included | Already included, not another payable line | $0 additional |
| AI subscription listed as included | Already included, not another payable line | $0 additional |
| Phone charges | Excluded; amount unresolved | Not calculated |
| Any additional AI usage or support charge | Inclusion/rule unresolved | Not calculated |
| Known recurring package subtotal | Incomplete bill | $180 |

Do not calculate $180 + $50 merely because an underlying AI plan has a documented price. Do not label the unknown components zero. **No all-in invoice total is established.** The fictional $180 is not an actual offer or evidence of anyone's margin.

## 5. Acceptance record — not yet verified

| Check | Evidence / status |
|---|---|
| Actual account and quote match | Not verified |
| Current plan/rates confirmed | Not verified |
| Every required cost is included, separate or explicitly unresolved | Not verified |
| Who can approve additional usage is clear | Not verified |
| Alert-only versus blocking behavior confirmed | Not verified |
| Manual/customer-request fallback demonstrated with authorization | Not tested |
| Representative inquiry result inspected | Not tested |
| Purchase decision / authorized approver / date | No decision recorded |