How to Create Contracts in GoHighLevel (Better Than DocuSign)
Are you tired of wrestling with mediocre contract management platforms? Well, buckle up because today, we’re diving into the world of creating contracts in GoHighLevel—a platform that’s not just a step above but leagues ahead!
GoHighLevel offers a seamless, intuitive process that streamlines your contract creation, signing, and management tasks all in one place. No more navigating through endless tabs or struggling with outdated interfaces. With GoHighLevel, you’ll experience a whole new level of efficiency and convenience.
So, if you’re ready to bid farewell to the headaches of traditional contract platforms and embrace a solution designed to elevate your business, join us as we uncover the secrets to creating contracts in GoHighLevel. This comprehensive guide will walk you through the entire process—from setting up your account to customizing templates and sending out contracts for signatures. Plus, we’ll highlight key features that make GoHighLevel a superior choice, including its robust security measures and integration capabilities.
Let’s jump right in!
Creating Contracts in GoHighLevel
- Switch to Sub Accounts on the Navigation Menu: Locate the “Sub-Accounts” section on the GoHighLevel dashboard. The “Sub-Accounts” section is located on the Agency Dashboard, and from here, you can select any of your sub-accounts.
- Creating a new Form: To create a new form, locate the “Sites” option on the Sub-Accounts menu. Next, select the “Forms” option and “Create New Form.”
- Editing Your Form: while creating a new form, you will get a variety of options to choose from. You can edit the background color of the form or contract and add fields to collate necessary information. To do this, drag and drop any options from the menu on the right side. There are also options for creating custom fields, like signature fields, file uploads, and a checkout button.
- Saving Your Form: After editing your form to your satisfaction, you can integrate it by selecting “Integrate Form” at the bottom right-hand corner of the menu. This will allow you to generate and copy an “embed code.” This embed code contains the form link that is automatically copied to your clipboard. To save the form, click “Save Form,” which will be located right below the “Integrate Form” option.
- Integrating into a new Funnel: GoHighLevel lets you integrate forms into various templates, depending on your style. To do this, return to the Sites menu by clicking the “Sites” option on the Sub-Accounts menu. Then, select the “Funnel” option on the bar and click on the green “New Funnel” button. A popup option will appear, requesting you choose the “Go To Template Library.” Here, you’ll find different categories of templates to choose from.
After you have selected a funnel template, you can save it by selecting “Get This Template.” Now, you can edit the template, as it will be available in the “Funnel” menu. Select the funnel, and click on “Edit”. Once you’re redirected, select “Edit Page.” You can integrate the form into the page by hovering on the page in the Editing Menu, clicking on the plus icon, then adding your form.
- Support: Contact GoHighLevel Support if you experience any issues or difficulties.
Alternative Option
Alternatively, you can use the Website option instead of the Funnel option. This adopts a very similar method of creating a funnel, and you can do this by:
- Selecting the “Website option on the Sub-Accounts bar,
- Click on “Create New Website.”
- Select from the template options given and save the template.
- Click “Edit” on the saved website template as you did on the Funnel menu.
Benefits Of Creating Contracts
The creation of contracts through GoHighLevel comes with many benefits. For one, the whole process is made smoother and faster for clients. Others include:
- Efficiency: With GoHighLevel, you can create, send, and manage contracts quickly and efficiently. The platform provides intuitive features for creating templates, setting up signing workflows, and tracking contract status, saving time and reducing manual effort.
- Customization: GoHighLevel allows you to customize contract templates to suit your business needs. You can easily add merge fields, insert legal clauses, and personalize contracts for individual clients or transactions, enhancing your professionalism and improving client experience.
- E-Signature Integration: GoHighLevel offers seamless integration with electronic signature (e-signature) services, allowing recipients to sign contracts digitally. This eliminates the need for printing, scanning, and mailing physical documents, resulting in faster turnaround times and reducing paper waste.
- Cost-Effective: Compared to standalone e-signature or contract management solutions, GoHighLevel offers competitive pricing plans that provide value for businesses of all sizes. Users can access advanced contract creation and management features without breaking the bank.
- Security: GoHighLevel prioritizes data security and compliance, offering encryption, authentication, and other security features to safeguard sensitive contract information. You can trust that your contracts are securely stored and transmitted within the platform.
- Tracking and Management: GoHighLevel provides robust tracking and management tools for monitoring contract status, signing progress, and sending reminder notifications. With these tools, you can easily keep track of pending contracts, follow up with recipients, and archive completed contracts for future reference.
Final Note
By leveraging the benefits of GoHighLevel for creating contracts, you can improve operations and efficiency and enhance client satisfaction while reducing manual effort and paperwork. Additionally, you can take your business to the next level by employing free digital marketing resources and other GoHighLevel integrations.
So why not purchase the Pro-Saas plan and gain access to advanced features and other GoHighLevel integrations? And if you still need to put GoHighLevel to the test, take advantage of the 30-day free trial. Also, GoHighLevel offers a discount when you subscribe to the special annual plan. Finally, if you want the whole experience of GoHighLevel without limitations, then we suggest the unlimited plan.
