Insert Pages to Documents & Contracts + Combine Documents
under review
Paul Kellahan
With the current option to 'Upload PDF' to Documents & Contracts, an additional feature to Upload or Add PDF Documents to the Template, Document or Contract Builder is the next best thing.
Combining Documents: Combine a 'Proposal' in Documents & Contracts with an Imported PDF file to strengthen the overall Document.
Example 1: You're pulling together a Legal Document as part of your Proposal, this might be a Consultancy Agreement. There may already be an existing Document in PDF form that has all the Legal jargon within that document. The ability to import and add a PDF document to the Document you are creating will not only save you a tonne of time but would be the perfect tool to build highly customised Documents to suit every industry.
Example 2: You may have a long list of existing Terms and Conditions, this could be imported as PDF and added to your Proposal after the Proposal contents. You could then add in a requested Initial or Signature to confirm the client is aware of these T's & C's.
Inserting a PDF Document into the builder for Documents & Contracts is the next perfect addition đź‘Ś
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David Siegel
Another Example: an NDA is signed first, and then my your attorney wants the actual services agreement with the Client to attach a copy of the previously signed NDA. This could be in the form of an attachment, but I think that Ideally there would be a custom field containing the document ID of the previously signed NDA and then it would just be inserted in full text form into the new contract.
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Christian Cignarella (*)
This is really good, love this.
But could I add, for some agencies the ability to use or add PDFs in landscape?
I know this won't have much implication for many agencies but some do require certain CAD drawings or similar things as part of their contracts and they appear in GHL Documents & Contracts as stretched unfortunately.
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Sean Kennedy
Having this in automations too - the ability to generate a PDF and append a signing section to it then send to the client!
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Mike Hughes
Yes, this is also very helpful with real estate contracts. (i.e. attaching existing agency and disclosures to a sales agreement)
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Sales & Marketing
under review