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.

For organizations operating in regions with strict legal requirements (such as the EU, Brazil, India, China, and Japan), the customization options in GHL may not be sufficient to meet compliance standards. In these cases, integrating GHL with a dedicated electronic signature service like DocuSign, which supports advanced legal and security features, is a more reliable approach.

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.

It would be awesome if we could build a custom form that can be inserted into a proposals and estimates document. This would allow certain aspects of the proposal to fill out a specific section then sign the document after.

The e-signature platform doesn't meet the minimum consent requirements for the USA e-signature act. It is missing many things. I tried reaching out to support, and it wasn't addressed. We need a way to either adjust the e-sign consent language (like how we can edit it in forms/surveys) or bring it up to minimum guidelines. Until this is resolved, none of the e-signatures you're getting are compliant in the USA, especially if you're using the platform for banking-related documents. https://www.fdic.gov/resources/supervision-and-examinations/consumer-compliance-examination-manual/documents/10/x-3-1.pdf

Problem: In Contracts, “linked” fields only write back after signing. Senders cannot pre-populate those inputs with existing Contact/Opportunity data. This forces recipients to re-type info we already have, increases friction and errors, and makes the experience inconsistent with Forms (which support sticky/prefill patterns). Why this matters: Lower friction & faster completion: Fewer keystrokes → higher completion rates and better mobile UX. Data accuracy: Using CRM as the source of truth reduces typos and mismatches. Consistency: Aligns Contracts with Forms behavior (sticky/prefill), and with CRM merge fields that already render data. Advanced use cases: Service businesses with multiple jobs per customer need Opportunity-level data to prefill job-specific contracts (amounts, dates, locations). Requested behavior: When a fillable field is “linked” to a Contact or Opportunity value, auto-populate the input on open with the current CRM value. Allow toggles per field: Prefill + Editable (default) or Prefill + Read-only. Support Opportunity and Company fields everywhere merge values are supported. Preserve existing write-back on completion (so edits still sync if allowed). Allow prefill via URL parameters or workflow actions when generating the contract (advanced templates). Benefits: Reduced abandonment, fewer errors, and a more professional e-signature experience; no need for brittle workarounds mixing merge text with separate inputs.

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.

Sending documents, Estimates, invoice and contracts via WhatsApp is a great solution. In Latin America, there are many limitations with SMS, and email is less common.

The documents and contracts feature is really good for something built in. But after creating a couple of templates there are some easy fixes to styling, text formatting, custom field/value handling and branding that could make it better. (I could make separate feedbacks, but these all feel related to styling.) These fixes seem really simple to do and will make the feature that much better. There is no way to make the template use a Brand Board. So you have to constantly fix text and heading font, size, colour/color, etc. Always falls back to Open Sans 16px black text, sometimes randomly after you have set it to something else in the block. Use the branding board! :) Heading styles cannot be centred, so you end up just using text styles only. Perhaps have a heading widget and allow it to be centred/right aligned. The highlighting of custom fields/values and fillable fields doesn't take into account the background image or colour, or the colour of the rest of the text of the document. It can be unreadable with branding backgrounds. The fillable fields have no styling. If you have a coloured background they can be hard or impossible to see, and not fit with the rest of the document. Advanced tab for colour setting on any background doesn't work, the settings sidebar just closes. No option to overlay a colour on a page with an image so that you can tint it. No helpful snapping for positioning of fillable fields, especially signatures, to make sure they are the same position and size, etc.

Ability to create and send documents for client signature with the contact information and/or custom fields obtained. I assume this would be awesome for people to quickly sign a agreement. Plus the ability to store, download, our route via Zapier the signed documents. HIGHLVL-I-381