Documents and Contracts
20 articles135 explained images
How to use Documents & Contracts?
Documents & Contracts in GHL Customer Care allows you to create, send, and track professional contracts, proposals, and estimates directly inside your CRM. With templates, PDF uploads, e-signatures, payments, and…
6 min15Documents & Contracts: Email Templates and Team Notifications Setup
Learn how to customize client-facing email templates and configure team notifications in Documents & Contracts. This article walks you through setting up personalized messages, inserting dynamic custom values, and…
8 min17Multiple recipient support on Documents & Contracts
This article introduces the ability to send a single document or contract to multiple recipients, each with their own signature fields, rather than being limited to one signer. In addition, it lets you designate…
3 min5How to Create and Send Document or Contract Templates Automatically in a Workflow
This article will show you how to create professional document or contract templates — such as proposals, estimates, or service agreements — and send them automatically using workflows in GHL Customer Care. You’ll learn…
6 min11Workflow Trigger - Documents & Contracts
This article explains how to use the “Documents & Contracts” workflow trigger to automate actions based on document status. Whether a document is sent, signed, viewed, or completed, this trigger allows you to kick off…
5 min10Easy Management of Documents and Contracts within Contacts
Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a…
1 min4How to Set Signing Order for Recipients in Documents and Contracts
More Tutorials from the Community https://youtu.be/hmdz7X8kBVU https://youtu.be/_uN77Q2vI08 https://youtu.be/qXYRyZ0HRQ0 https://youtu.be/tsDkZkGEKnM Clients/Users now have the flexibility to enable/disable Signing…
1 min3How to Share Documents and Contracts Templates
Agencies can share Document templates within different Sub-Accounts. This will also share the media library components used within the Document to the other sub-accounts. How to Use? Go to Templates Section of…
1 min3How to Use Documents and Contracts in the Mobile App
More Tutorials from the Community https://youtu.be/K5fVJdhOWxA https://youtu.be/0hm5Dh3INuQ Create and send out documents and contracts on the mobile app using your predefined templates! NOTE: To start using documents…
1 min8Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
If you were not able to send quotes so far because you wanted your clients to be able to select optional services alongwith the fixed ones in the contract, not anymore. What’s New? / Key Features / Benefits: Ability…
1 min5How to Configure and Accept Tips on Invoices
Business user's can now accept Tips on their Invoices from the customers What’s New? Business users now have the capability to configure and accept tips on invoice getting out from the system. End users can pay in…
1 minHow to Track Activity for Documents and Contracts
TABLE OF CONTENTS What's new? How to use? Why we built it? Note: What's new? Send out a document and view its entire history from sent, edited, viewed, to signed - just by clicking on view history on the options menu…
1 min3Documents & Contracts Templates with Opportunity Custom Values
Opportunity custom values let you personalize Documents & Contracts templates with deal-specific information, such as a project budget, service type, or closing date. When a workflow generates the document…
4 min7Link Custom Values to Text and Date fields: Documents and Contracts
What’s New? Linked Text and Date Fields: We have added the ability to link text and date fields to contact custom values in Documents and Contracts. Flexible Linking: Users can now link fields in a document to custom…
1 min3Split Columns Support: Documents & Contracts
What’s New? Split Column Functionality is now available in Documents and Contracts. Users can drag and drop elements side by side to automatically create columns, allowing for better organization and layout. This…
1 min2Automatically Generate Invoices from Signed Documents & Contracts
How to get a Document signed and collect payment immediately? Make it easy for clients to sign a document and pay in one flow . 1. Add a product list -> Enable Direct Payments -> Send the document -> User signs and…
4 min14Documents & Contracts: How to automate sending invoices when documents are signed
What's New? We are excited to introduce Recurring Invoice Generation integrated directly into our 2-in-1 Documents & Contracts feature. This enhancement allows users to automate the creation and management of recurring…
2 min14How to redirect a user to a specific page after signing a contract?
Overview You can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the Document. This helps create a seamless, branded…
2 min3How to Use Document Expiration in GHL Customer Care Documents
This article explains how to use the Document Expiry feature in GHL Customer Care. This functionality enables users to define a specific expiration period for documents, after which they can no longer be signed. It is…
3 min2Attach Files to Documents & Templates
Deliver a complete document package in one email by adding images, PDFs, or other files as true email attachments within GHL Customer Care’s Document & Template Builders. This article shows where to upload, manage, and…
3 min6