- How to Create Documents and Contracts in GoHighLevel
- Automating Invoice Sending
- Benefits of Using GoHighLevel for Document and Invoice Management
- Conclusion
GoHighLevel has introduced an exciting update that allows users to automatically create documents and contracts from PDFs and send invoices seamlessly. This new feature eliminates the need for third-party platforms like PandaDoc or DocuSign, bringing everything under one roof. In this blog post, we’ll guide you through the process of using this feature in just four easy steps.
How to Create Documents and Contracts in GoHighLevel
Step 1: Access the Payments and Documents Section
First, navigate to the Payments section in GoHighLevel, then select Documents and Contracts. Here, you have two options: create a new document from scratch or upload an existing PDF. For this guide, we’ll demonstrate how to upload a PDF.
Step 2: Upload and Prepare Your PDF
Click on “Upload a PDF” to import your document. Once the upload is complete, you can open the document and start assigning fields. Scroll to the signature section and click “Add Element” to place the signature field. Resize and position it as needed, then assign it to the appropriate recipient.
Step 3: Assign Recipients and Fields
In the recipients section, make sure to add all necessary recipients by clicking “Add More Recipients.” Ensure each recipient has an email address to avoid errors. You can reassign fields easily by selecting the field, clicking “Properties,” and choosing a different person from the dropdown menu.
Step 4: Finalize and Send Your Document
Preview your document to ensure everything is in place. Rename the document if needed, then save it. To send the document, click on “Send” and choose the email option. The recipient will receive an email with a link to view and sign the proposal. After signing, they can complete the document by clicking “Finish.”
Automating Invoice Sending
Once your document is signed, you can automate the invoicing process. Follow these steps:
- Go to the settings section in GoHighLevel.
- Select “Product Invoicing.”
- Turn on the “Send invoices automatically after document completion” option.
- Save your settings.
Benefits of Using GoHighLevel for Document and Invoice Management
1. Simplified Workflow: GoHighLevel consolidates multiple tools into one platform, simplifying your workflow and reducing the need for third-party applications.
2. Time-Saving Automation: Automate repetitive tasks such as sending documents and invoices, allowing you to focus on more critical aspects of your business.
3. Enhanced Professionalism: Create professional, customized documents and contracts that leave a positive impression on your clients.
4. Improved Accuracy: Automated processes reduce the likelihood of errors, ensuring that your documents and invoices are accurate and complete.
Conclusion
With GoHighLevel’s new document and invoice automation features, managing your business has never been easier. By following the steps outlined above, you can streamline your operations, save time, and enhance your client interactions. Explore these powerful tools today and elevate your business efficiency to new heights.
