Streamline Your Workflow: Creating Contracts with Go High Level’s New PDF Feature
Hey there, digital marketing enthusiasts! Christine Seale the High Level Queen here, and I’m thrilled to share an exciting update from Go High Level that’s going to make your life a whole lot easier. If you’ve been searching for a seamless way to create and manage documents and contracts without juggling multiple platforms, you’re in for a treat. In today’s blog, we’re diving into Go High Level’s brand-new PDF feature, which allows you to automatically create documents and contracts, assign signatures, and even send invoices—all within Go High Level. Ready to boost your efficiency and streamline your workflow? Let’s get started!
Introduction to Go High Level‘s New Feature
Imagine this: No more switching between PandaDoc, DocuSign, or other document management tools. With Go High Level’s latest update, you can handle everything directly within the platform. This powerful feature not only saves you time but also enhances your productivity. Let me show you how to harness this tool in just four easy steps.
Step 1: Creating a New Document or Contract
First things first, head over to the Payments and Documents section in Go High Level. Here, you’ll find the option to create a new document or contract. You have two choices: start from scratch or upload an existing PDF. For this tutorial, we’ll upload a PDF. Once uploaded, Go High Level will automatically process the document, preparing it for the next steps.
Step 2: Assigning Signature Fields
Now that your document is uploaded, it’s time to add the necessary fields. Scroll down to the signature section, where you can easily drag and drop a signature field onto the document. This intuitive interface allows you to resize and position the field exactly where you need it. Once placed, you can assign the signature to yourself or another recipient. If you need to add more signatories, simply click on the ‘Add more recipient’ button and assign additional signatures.
Step 3: Adding Recipients and Assigning Signatures
Next, it’s crucial to ensure that all recipients are correctly added. Click on the Recipients tab and enter the email addresses of everyone who needs to sign. Make sure the email addresses are accurate to avoid any errors. You can assign each signature field to the appropriate recipient and even add multiple recipients if necessary. This flexibility ensures that all parties involved can sign the document seamlessly.
Step 4: Adding a Date Field and Saving the Document
Don’t forget to include a date field! This step is straightforward—just drag the date field onto the document and align it with the rest of the fields. After everything is set, you can preview your document to make sure everything looks perfect. Rename the document if needed and save your changes. The default name is based on your PDF file, but you can customize it to suit your needs.
Sending the Document via Email
With your document ready to go, it’s time to send it out. Click on the Send button, and you’ll have the option to email the document directly to your recipients. They’ll receive a polished, professional-looking proposal that they can view and sign with ease. The signing process is user-friendly—recipients simply click on the link, fill out the necessary fields, and hit finish. Once signed, the document is automatically updated within Go High Level.
Automatically Sending Invoices After Document Completion
One of the standout features of this update is the ability to automatically send invoices after the document is signed. To enable this, navigate to your Invoicing settings in Go High Level. Here, you can turn on the option to send invoices automatically upon document completion. This automation ensures that you can close deals and receive payments faster, enhancing your overall efficiency.
Conclusion and Next Steps
And there you have it—creating and managing documents and contracts within Go High Level has never been easier. This new feature is a game-changer for digital marketers, allowing you to consolidate your tools and streamline your workflow. By integrating document creation, signature collection, and invoicing all in one place, Go High Level helps you stay organized and focused on what matters most: growing your business.
I hope you found this tutorial helpful! If you have any questions or need further assistance, don’t hesitate to reach out. Happy document creating, and I’ll see you next time with more tips and updates to elevate your digital marketing game!