GoHighLevel Secrets....Part 1 · You Got This Mama

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GoHighLevel Secrets....Part 1

Did you know that you can create contracts with SIGNATURE spots in GoHighLevel?

In your sub-account, open Payments → Documents & Contracts. Click Templates → New Template
Pick a template or choose blank. You can add text, images, tables, product lists, etc.
In Recipients, add your client (and yourself if you also need to sign).
Drag in Text blocks for your terms.
Drag the Signature element where you want it, then set To be signed by → choose the correct recipient (client, business user, etc.). Add a Date field or initials if you use them.
For opt-ins or disclosures, include checkboxes in the doc
Give it a title, set expiration, customize notifications/reminders
Click Send, choose recipients
Monitor sent/viewed/signed/completed status and download the final signed PDF + signature certificate

You can also automate it to send the invoice after the contract has been signed!

But I don't want to overwhelm you with steps while I nerd out 🤓

So I will make another post about that part, tomorrow!

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