Documents and Contracts in HighLevel

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saas4agency.com

In today’s fast-paced business environment, efficiency and automation are key to staying competitive. HighLevel’s Documents and Contracts section is designed to help you streamline your sales process by automating agreements, invoices, and client communications. Let’s dive into how you can leverage these powerful features to enhance your business operations.

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The Documents and Contracts section is located under the Payments tab, right next to Invoices. Here, you can manage all your documents and contracts, including proposals, estimates, and completed agreements. The interface is user-friendly, allowing you to filter documents by date and quickly create new ones.

Key Features:

  • Document Overview: See all documents at a glance, sorted by status (draft, sent, completed).
  • Custom Notifications: Manage customer and team notifications to keep everyone in the loop.
  • Automated Invoicing: Enable product invoicing to automatically send invoices upon document completion.

Creating and Customizing Templates

Creating document templates in HighLevel is straightforward. The builder is similar to the email editor, offering various elements such as text blocks, images, videos, tables, and product lists.

Steps to Create a Template:

  1. Add Text and Images: Customize your document with necessary information and visuals.
  2. Include Product Lists: Automatically invoice for products included in the document.
  3. Insert Fillable Fields: Add signature fields, text fields, dates, and initials for recipient completion.
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Assigning and Sending Documents

Once your template is ready, you can assign it to recipients. HighLevel allows multiple recipients with a set signing order, ensuring that documents are signed in the correct sequence.

How to Send Documents:

  • Via Email: Automatically send documents to recipients.
  • Via Link: Generate and share links for document access.

Automating the Process with Workflows

Automation is where HighLevel truly shines. By setting up workflows, you can automate sending documents, tracking signatures, and invoicing clients.

Example Workflows:

  1. Client Agreement Workflow:
    • Trigger: Client submits an intake form.
    • Action: Send client agreement document.
  2. Post-Signature Workflow:
    • Trigger: Document signed.
    • Action: Send invoice.
  3. Post-Payment Workflow:
    • Trigger: Invoice paid.
    • Action: Send next steps document.

These workflows ensure a seamless client experience, reducing manual tasks and improving efficiency.

Enhancing Client Experience

Using HighLevel’s automation tools, you can provide a professional and consistent client experience. Clients receive timely documents, clear instructions, and efficient follow-ups, enhancing their overall satisfaction.

Benefits of Automation:

  • Consistency: Ensure all clients receive the same high level of service.
  • Efficiency: Reduce manual workload, allowing you to focus on strategic tasks.
  • Professionalism: Maintain a polished and professional interaction with clients.
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Conclusion

HighLevel’s Documents and Contracts feature is a powerful tool to streamline your business processes. By automating document creation, sending, and tracking, you can enhance efficiency and improve client satisfaction. Start leveraging these features today to take your business operations to the next level.

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