C
Chase Crawford
This is a long-term feature request and does not need to take priority over stabilizing the platform.
I'd love to have built-in docs with a doc editor similar to notion or clickup docs. One use case would be creating a meeting note doc that would show on the relevant contact's page.
We could also use these for SOPs and things like that.
Here are few features they should include long-term:
  1. Standalone docs and doc editor to create docs with at least basic formatting.
  2. Be able to share these docs via a link that can be viewed by people without having to log in.
  3. Be able to add/connect specific docs to opportunities and/or contacts (think meeting notes or project info).
  4. Integrate with the new content AI generator.
  5. Be able to filter docs in a list by different things such as creator, date created, tags, etc.
  6. Be able to export docs in various common formats (markdown, pdf, etc).
If a project management system is ever added in the future, docs will work well with that too. You would be able to add docs to a project as well as other attachments like files. See this request: https://ideas.gohighlevel.com/dashboard/p/project-management