Documents & Contracts

GoHighLevel’s Documents & Contracts feature is a huge step in the right direction, but for users in financial services, insurance, and other regulated industries, it currently falls short of platforms like DocuSign in terms of compliance, auditability, and legal defensibility. I’d like to see GHL evolve its e-signature functionality into a compliance-grade solution that can fully replace third-party tools in high-trust environments. ⸻ Key Features Requested: Advanced Audit Trail (Court-Defensible) * Full event history (viewed, opened, signed, IP address, timestamps) * Tamper-proof certificate of completion * Downloadable audit log for legal use Identity Verification Options * SMS / email OTP verification * ID-based verification (driver’s license/passport) * Optional knowledge-based authentication (KBA) Compliance Certifications & Standards * SOC 2 Type II compliance * ESIGN + UETA clearly documented (U.S.) * GDPR / international compliance options * Clear security documentation for regulated industries Document Integrity & Encryption * End-to-end encryption * Document hashing to prevent tampering * Version control with locked final copies Role-Based Signing & Permissions * Multiple signer roles (client, advisor, witness, etc.) * Signing order enforcement * Conditional logic (only show fields to specific signers) Legal-Grade Storage & Retention * Secure long-term storage * Audit-ready retrieval * Retention policy settings ⸻ Why This Matters: Many GHL users (especially in financial services, real estate, legal, and insurance) currently rely on tools like DocuSign purely for compliance reasons—not because of workflow or usability. If GoHighLevel can match that level of security, verification, and auditability, it would: * Eliminate the need for external e-sign tools * Increase platform stickiness * Open the door to more regulated industries * Position GHL as a true all-in-one business OS ⸻ Ideal Outcome: A “Compliance Mode” or “Enterprise E-Sign Upgrade” that users can enable when needed, even as a paid add-on.

Since I cannot do that, I'm forced to enter in the color code EVERY SINGLE TIME I NEED TO CHANGE A WORD TO A DIFFERENT COLOR than black.

Would be great to have the ability to add headers and footers to each page and the ability to select which page we want them added to.

My clients submit real estate deals for funding and contracts are created/autofilled using opportunity data (property address, funding amount, title company, etc) rather than contact data. I'm having an issue where a contract is sent out for signing and if the same contact submits another property, the data from the first property is being overwritten by the second property. I had to create custom contact fields because I cant use custom opportunity fields within the contract, so GHL thinks the contact data is just being updated rather than it being a completely separate opportunity.

The documents and contracts feature is really good for something built in. But after creating a couple of templates there are some easy fixes to styling, text formatting, custom field/value handling and branding that could make it better. (I could make separate feedbacks, but these all feel related to styling.) These fixes seem really simple to do and will make the feature that much better. There is no way to make the template use a Brand Board. So you have to constantly fix text and heading font, size, colour/color, etc. Always falls back to Open Sans 16px black text, sometimes randomly after you have set it to something else in the block. Use the branding board! :) Heading styles cannot be centred, so you end up just using text styles only. Perhaps have a heading widget and allow it to be centred/right aligned. The highlighting of custom fields/values and fillable fields doesn't take into account the background image or colour, or the colour of the rest of the text of the document. It can be unreadable with branding backgrounds. The fillable fields have no styling. If you have a coloured background they can be hard or impossible to see, and not fit with the rest of the document. Advanced tab for colour setting on any background doesn't work, the settings sidebar just closes. No option to overlay a colour on a page with an image so that you can tint it. No helpful snapping for positioning of fillable fields, especially signatures, to make sure they are the same position and size, etc.

Allowing us to add an option to have contacts verify their identification through preferably IDIN (used in the EU) before they can submit the contract will help us make compliant documents. For examples look ad docusign.

We need the ability to be able to add custom values (such as customer name) in the name of document/contract when creating from an automation! Currently custom values do not work!

I work with a lot of rental companies. Part of their flow with customers is having the customer upload a picture of their driver's license and Insurance during the contract step to keep on the customer's file. GHL currently has the Upload File widget in Forms but not in Documents & Contracts. This is forcing customers into an extra step that really hurts the user experience. Would be great if this widget could be added to the Contract builder as well.