How to Create Documents with a PDF in Documents and Contracts

[@gohighlevel]

For a 14-day free trial, click www.gohighlevel.com/? --- For more information about Documents and Contracts (formerly known as Proposals and Estimates), be sure to check out the related help doc help.gohighlevel.com/en/support/solutions/articles/155000000594-how-to-use-proposals-and-estimates- --- Want someone from the team to walk you through it? Click here speakwith.us/success

[@sinatraforeign]

needed this!!

[@rareform.agency]

Can we set a variable for price (e.g., {{document.value}}) without requiring a product list? Even better still, could we just set the invoice URL (e.g., {{document.invoice_url}})? This way all invoice types & providers would work inside of a workflow. Other options: 1) Set price via a dropdown 2) Create a one-off product price inside of the document

[@patrickmanning9334]

Great video...Do you have a resource/video for these 2 questions. 1) My services are a constant price. How do I create a contract that can be used for multiple clients? I see the Template option, but don't understand it all. 2) When I send a contract to a mock-client (ie., me) and sign it , the contract is processed as "complete". However, in order to send it to another mock-client (ie., my other me) I have to recreate the whole contract again. How can I automate that process, with the same contract to different clients. I see the Custom fields that can be inserted. Thanks

[@patrickkmanning]

Reply here, please

[@gohighlevel]

@@patrickkmanning Jump on with success they can help with that! speakwith.us/success

[@patrickkmanning]

@@gohighlevel THis just seems to loop me back into my GHL. I am a Sub account, is this support only for Agency level?

[@shaunclark7532]

@@patrickkmanningthat’s correct we offer support to our customers directly and they in turn support you. If you bought from an agency reach out to them they should be able to help asap.

[@alion94]

Is there a way to assign a recipient email when they move into a pipeline rather than changing it every time manually? Would rather this be a workflow option over a manual option.. it’s still easier with 3rd party programs integrated with zapier and lead connector.

[@gohighlevel]

Yeah, you'd just make a Workflow using the Proposal Action where you choose the Proposal template, and whenever a Contact hits that action, it uses the template and sends to that Contact - Chase