Documents & Contracts

Add checkboxes on documents and contracts

I have multiple W9 forms where the affiliates or contractor needs to click on a box to mark it as checked. Can you add checkboxes to the documents and contracts, please.

planned

Document Templates in Snapshots

Document templates should be captured in snapshots! That way we can create template contracts/documents for our clients and have them included by default.

in progress

Set expiration date for proposals

Ability to have the proposal expire on a certain date if the client has not signed

Include Proposal/Estimate Templates Inside Snapshots

We have a template that is used inside our SaaS product, unfortunately we have to manually create this each time a new sub account is created. The template includes custom variables and fields that import the information from the Contract. Bring this into the snapshot creation would be a huge bonus for the GHL community

in progress

Document templates transfer through snapshots to sub accounts

Its really crucial for many agencies to make document templates show up in snapshots so certain documents can be made available to client subaccounts.

in progress

Set Signing Order for Documents

Instead of sending to all recipients at once, can we have the ability to set signing order so it goes to one person first to fill in info and sign then to the next person?

in progress

Quotes, Contracts, Invoices, Payments - All in one feature

Would like GHL to have the ability to send a 3 in 1 document link to clients, like sen in 17HATS, Dubsado, Honeybook etc. All you have to do is create a quote/proposal, contracts with legally binding esignature and invoice linked to payment. Eliminating the need to have the extra softwares. Attaching a screenshot of what I mean from 17 Hats. Thanks

under review

Signature Routing Order for Documents/Contracts

It would be great to have the ability to customize the routing order for signatures - similar to how DocuSign is set up. Especially if a signature for a Contact is required for an item and then needs to come back to the internal team and then back to the Contact again. Example: 1) send to Contact #1 2) send to Contact #2 3) send to internal team member #1 3) send to internal team member #2 Example: 1) send to Contact #1 2) send to internal team member #1 3) send to Contact #1 again 4) send to internal team member #2

in progress

Documents and contracts as a separate menu link

Currently documents and contracts is a submenu under payments. Can we have it as a dedicated menu link. It's literally saying -- 'documents & contracts'

Ability to send or check Proposals and Invoices from the mobile app

upcoming

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