Documents & Contracts

For clients under 18, a parent or guardian must sign the waiver. Please let a document or form be signed by a guardian on behalf of a linked contact (contact-to-contact association), recording both names, the relationship and the timestamp on the minor's record, and setting the minor's waiver fields, not the guardian's.

I need the ability to send the SAAS plan in a contract with a one time payment fee, so my clients can enter their payment information once instead of two or three times for various purchases.

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.

Current behavior When “Restrict data visibility to only assigned data” is enabled, users should only have access to data related to contacts they are authorized to access. However, this restriction currently does not apply to Documents & Contracts. Users can see contracts belonging to contacts they cannot access and for which they are neither the Assigned User nor a Follower. We previously raised this with GHL Support and were informed that user-level permissions and visibility settings for Documents & Contracts are currently not supported. Why this is a problem Contracts can contain sensitive personal, financial and business information. If a user cannot access a contact because of “Only Assigned Data”, it is inconsistent that the same user can still access that contact's contracts. Currently: Contact not accessible → Contract belonging to that contact is still accessible The current workaround is not a solution The only workaround we have found is to remove the “View & Manage Payments” permission. This prevents the user from seeing Contracts, but it also prevents them from collecting payments via POS / Tap to Pay. For organizations like ours, where multiple users or volunteers need to collect payments at events, this is not a viable solution. In practice, we are forced to choose between: Allow payment collection → users can access Contracts they should not see Protect Contracts → users can no longer collect payments A user who only needs POS/payment functionality should not automatically receive access to potentially sensitive Contracts. This makes it difficult to follow the principle of least privilege, where users should only receive the permissions they actually need to perform their role. Expected behavior “Only Assigned Data” should also apply to Documents & Contracts. User has access to the contact → related Contracts are visible User does not have access to the contact → related Contracts are not visible Alternatively, Documents & Contracts should have their own granular visibility permission, allowing administrators to choose between: All Documents & Contracts or Only Documents & Contracts related to contacts the user has access to This would allow organizations to give users the POS/payment permissions they need without unnecessarily exposing Contracts and sensitive customer information.

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

Description of the Problem: When sending documents and contracts via workflow automation using the "Send Document" action, the system currently applies only the globally configured default email template from the Documents & Contracts settings — regardless of which email template has been individually configured within the specific document/contract template settings. Per-document notification templates that are configured directly inside each contract template are completely ignored by the workflow engine. Why This Is a Problem: We send multiple different contract types (e.g. Data Processing Agreement, Service Agreement, Framework Contract, Setup Contract, etc.). Each of these contracts requires its own individual, explanatory email to the client — with customized content that describes: what type of contract this is what the content covers what the client is expected to do A single global email template cannot fulfill this need. Clients receiving a document have no context about what they are signing, why they are receiving it, or what action is required from them. Expected Behavior: The "Send Document" workflow action should use the individually configured email template from the respective document/contract template — exactly as it already works when sending manually via the send modal. Alternatively: The "Send Document" workflow action should include a dropdown to select a specific email template directly within the action step itself, allowing a different template to be chosen per workflow. Priority / Impact: This affects every user who automates the sending of multiple different contract types via workflows — which represents a large portion of professional users. This is fundamental functionality for professional client communication and should be treated as a high-priority improvement.

It would be great to have a way to download multiple documents at one time vs. one at a time. It would also be great to merge the downloads into one file.

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.

The final button that completes a signed document is hardcoded as "Finish" and can't be changed. For anyone selling to consumers in the EU/EEA, this breaks the "button rule" in the Consumer Rights Directive 2011/83/EU, Art. 8(2). The button that places a paid order must say "order with obligation to pay" or something equally unambiguous. If it doesn't, the consumer is not bound by the contract. The EU Court confirmed in C-249/21 (Fuhrmann-2) that only the words on the button count, not the text around it. In practice, agencies with EU/EEA clients can't safely use Documents & Contracts for consumer proposals and quotes today. Requested: 👉🏼 Editable label for the final "Finish" button, per template or per sub-account, in any language 👉🏼 The same option for other acceptance steps for paid offers (e.g. Estimates) 👉🏼 Editable completion pop-up text This is a small change, but it matters a lot for every agency serving EU/EEA markets.