Documents & Contracts

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

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.

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.

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.

Currently the only option is via email. However, as we know email can take time to get delivered and is sometimes unreliable - also most of my clients are emergency response providers and need forms signed ASAP so having it by text would be a game changer.

Add AI for writing to the text element and Product List element (which we use a lot), and also when creating new elements/products. Add features like: ➕ Generate with AI ➕ Write longer ➕ Write shorter ➕ Simplify writing ➕ Improve writing ➕ Corrections and grammar

I want to start by highlighting that this has been a recurring request from our home service clients. We work with a growing number of home service businesses, and one of their biggest time drains is creating project proposals after on-site visits like bathroom renovations, kitchen updates, and other home service jobs. They'd love to see an AI-generated document flow that includes: ✅ Text and Voice-to-Text Prompting Support ➕ Allow users to both type and speak into a text field (mobile & web), and have their voice transcribed into text. ✅ AI-Generated Document Draft Once the project description is entered (typed or spoken): ➕ Generates full document draft ➕ Generated relevant products and services or gathered from existing products ➕ Auto-suggests pricing based on templates and prompts User Flow would look like this: 👉🏼 Go to Documents & Contracts on web or mobile 👉🏼 Click "Generate with AI" 👉🏼 Select a document template 👉🏼 Write or speak your project details in the prompt 👉🏼 Optionally, check a box to allow AI to also generate products and pricing 👉🏼 Click Generate Draft 👉🏼 Review and send To make this feature work seamlessly with templates: ➕ Add a toggle in the document template settings: "Enable AI-generated drafts" ➕ Allow individual elements (e.g. text blocks, product lists, tables) to have their own "Allow AI-generated content" toggle setting ➕ For each element, include a Prompt field in the properties so we can guide the AI on what type of content to generate, including structure, tone, and formatting Home service businesses often spend hours writing offers. More and more are asking if we can assist, and if we can help them automate proposal writing using AI. This feature would save a lot of time and give us a feature we would love to provide. We believe this could be a game-changer for field service businesses of all sizes.

This has happened to me several times now. I often forget to hit the save button because I am deeply focused on the document's content. Hours go by, and then a glitch occurs, causing all unsaved work to disappear. Please implement an autosave feature in the document. It's essential.

The only statuses available in HL for Documents and Contracts are: sent, viewed, signed, or completed. This structure is good overall, but it's missing a critical piece. Adding a 'draft' status would allow for more accurate workflows and data storage of open sales opportunities. Currently, this structure has the ability to have inaccurate information in workflows. Use Case Example: Let's say you're doing a follow-up campaign in a workflow on a sent proposal. Then the user takes that sent proposal then moves it to a draft to make an edit. That proposal is now no longer a 'sent' or 'active' proposal since it is a draft. It would need to be resent to become active again. Although, without any triggers or ways to filter out this action your workflow will continue to follow-up on a proposal which is no longer active. With a draft status you could have more accurate sales campaigns, reduce redundancies, and more accurately store contact data.

Most of the proposal tools have a content library of terms, descriptions, etc that can be saved and used in proposals. It is like the Funnel Pages Templates & Global templates concept.