Documents & Contracts

My clients submit real estate deals for funding and contracts are created/autofilled using opportunity data (property address, funding amount, title company, etc) rather than contact data. I'm having an issue where a contract is sent out for signing and if the same contact submits another property, the data from the first property is being overwritten by the second property. I had to create custom contact fields because I cant use custom opportunity fields within the contract, so GHL thinks the contact data is just being updated rather than it being a completely separate opportunity.

Currently we can't control the flow of form fields being filled. We just have required or non-required. If any fields are required, then it only forces them to fill those out. But in documents there may be a variety of optional fields they need to fill in. We want the ability to choose the fields that the arrow pointer jumps to which might be required or optional fields. For non-required fields we just want them to have a skip or leave blank option choice. My use case is filling in a W-9 which has lots of optional fields based on entity types. A few ideas: 1) Allow us to control the flow of required/optional for the best chance at getting a form filled in correctly. This includes requiring all fields but giving them the option to leave it blank / skip to proceed through the form fill flow. 2) Conditional logic for form fill based on option/checkboxes. So if they check a block on the form then we can require other fields to be filled in. So each form field has the option to have a parent field that if that field is marked that it then changes the required status of that field.

Would be great to have the ability to add headers and footers to each page and the ability to select which page we want them added to.

I would like the ability to sign contracts and documents on funnels and websites like forms and surveys so we can have the client sign and go on to another funnel steps rather to look to another email. It would be better to have that option Rather than a form with a signature.

It would be great to be able to send a packaged booking sequence and be able to pick what is included and required to complete the booking. Send information proposal that they can agree to and pick the package(s) they want to purchase, which takes them to the contract connected to the service the picked (or we can add a list of services based on what they picked in the proposal), then the invoice right away (including what they picked in the proposal), then (if booking required) book a date for the first appointment. Each section is only consider completed when all steps are complete. The client then receives 1 email with all the pdfs and booking confirmations (contract pdf, Invoice pdf, booking confirmation info)

GoHighLevel’s Documents & Contracts feature is a huge step in the right direction, but for users in financial services, insurance, and other regulated industries, it currently falls short of platforms like DocuSign in terms of compliance, auditability, and legal defensibility. I’d like to see GHL evolve its e-signature functionality into a compliance-grade solution that can fully replace third-party tools in high-trust environments. ⸻ Key Features Requested: Advanced Audit Trail (Court-Defensible) * Full event history (viewed, opened, signed, IP address, timestamps) * Tamper-proof certificate of completion * Downloadable audit log for legal use Identity Verification Options * SMS / email OTP verification * ID-based verification (driver’s license/passport) * Optional knowledge-based authentication (KBA) Compliance Certifications & Standards * SOC 2 Type II compliance * ESIGN + UETA clearly documented (U.S.) * GDPR / international compliance options * Clear security documentation for regulated industries Document Integrity & Encryption * End-to-end encryption * Document hashing to prevent tampering * Version control with locked final copies Role-Based Signing & Permissions * Multiple signer roles (client, advisor, witness, etc.) * Signing order enforcement * Conditional logic (only show fields to specific signers) Legal-Grade Storage & Retention * Secure long-term storage * Audit-ready retrieval * Retention policy settings ⸻ Why This Matters: Many GHL users (especially in financial services, real estate, legal, and insurance) currently rely on tools like DocuSign purely for compliance reasons—not because of workflow or usability. If GoHighLevel can match that level of security, verification, and auditability, it would: * Eliminate the need for external e-sign tools * Increase platform stickiness * Open the door to more regulated industries * Position GHL as a true all-in-one business OS ⸻ Ideal Outcome: A “Compliance Mode” or “Enterprise E-Sign Upgrade” that users can enable when needed, even as a paid add-on.

I would like to have the ability to create some sort of cost calculator which will generate an estimate after filling in the questions on the cost calculator/estimate generator. so a survey builder which will generate an estimate with a dynamic calculated price based on the giving answers in the survey.

Allow for landscape orientation on all new proposals and also for pdf landscape uploads (see ticket #1881396)

Send documents without requiring contact email.

I’d like to submit a request for GHL to streamline the Documents and Contracts area by removing payment integration links and any payment-related options, leaving only the core Documents and Contracts features. This change would make the tool more practical for real estate professionals, whose main use case is sending contracts and documents to clients, not collecting payments through the platform. A simplified, documents-only view would make the experience cleaner, more intuitive, and better aligned with the needs of the real estate industry.