Documents & Contracts

It would be really nice if we added some PandaDoc features. PandaDoc allows us to put in pre-saved sections, so that way we can have essentially one master contract. We can fill in sections of the contract according to what services clients sign up for.

We need to be able to strike out content in documents.

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.

Currently, designing documents in GoHighLevel feels restrictive — most content is stacked vertically, and only a few field types (like signature, text input, or checkboxes) allow semi-free placement on the page. To create truly professional, custom-branded documents, users need more control over layout. This request includes two main improvements: 1. Allow free placement of all elements, including text blocks, images, variables, and dynamic fields — not just input fields. Let users drag and drop any item to any spot on the page, similar to how design tools or PDF editors work. This allows better visual design, more flexibility for branding, and better matching of existing document templates. 2. Add alignment and positioning tools, such as: • Smart guides or rulers to help align objects to the center of the page or other elements. • Snap-to-grid or snap-to-element functionality for clean, consistent layout. • Group or align multiple elements together, making it easier to create balanced, symmetrical designs. Even for existing elements like text inputs, dates, and checkboxes, aligning them precisely is currently very difficult. These tools would massively improve visual consistency, editing experience, and output quality, especially when working with complex documents or legal templates. With these upgrades, GoHighLevel’s document builder would feel less like a form generator and more like a real document editor — perfect for contracts, proposals, and branded documents.

Description: Currently, GoHighLevel does not provide the ability to rename documents once they've been uploaded. Files retain their original file names, which can be problematic when managing multiple documents. It becomes time-consuming to open each file individually to identify its contents. Request: We would greatly benefit from the ability to rename files directly within GoHighLevel after they have been uploaded. This feature would save time, improve document organization, and enhance overall user experience, particularly for teams managing high volumes of files. We hope this feature can be considered for future updates. Thank you!

It's very annoying that we can't rename docs.. espcially when we use the amazing "add to docs" function and it saves it in some alphanumeric jibberish.. so we need to not use that function, download the file, rename on desktop, then upload.. lame! - Please fix :D See photo!

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.

It would be very helpful to have the ability to set a signing order within Templates. For example, the contact signs first, and then our internal user signs afterward. It would also be great to have a “Partially Signed” status. This would allow automations to trigger once one of the signers has completed their signature, but the document is not fully signed yet. Additionally, it would be very useful to have a dashboard view that shows documents waiting for a user’s signature, so team members can easily see which documents still require their action. Thank you!

Right now, signing order can only be set manually in the document send modal. The "Send Documents & Contracts" workflow action has no equivalent option, so when a contract is sent directly through a workflow, all signers (business user + contact) receive it at the same time. This breaks any flow where an internal user has to act on the contract before the client does. In our case, the company owner needs to receive the contract first to fill in deal-specific details (hourly rate, biweekly payment amount, etc.) and sign, and only then should it go to the client to countersign. With simultaneous sending, the client gets an incomplete contract before the owner has touched it. The current workaround is to set the action to "Create as Draft," then have someone manually open the draft, toggle Signing Order on, drag the owner above the client, and send — which defeats the purpose of automating it. Requested solution: add a "Signing Order" on/off toggle inside the Send Documents & Contracts workflow action, with the ability to order recipients (e.g., business user / Sender first, then Contact). Ideally this could also be saved at the template level so the order carries into every workflow send automatically. This would make contract automation actually end-to-end instead of requiring a manual step on every single send.

Intended for financial services, tax, lenders, accountants, and investment firms and possibly medical firms ( HIPAA eventually) Create a portal system where sub accounts can request, store and share highly sensitive documents such as financial documents, medical records, social security data, and highly sensitive client information. Compete with smart vault, tax dome and an array of vendors who have secure portal system where their clients can be sent files, upload, store and get their sensitive data. High levels of security. Their contacts could have this portal system turned on. There could be a docusign level signature system too in order to send, receive and get signatures on documents The really long term would be medical records too with HIPAA levels too. There's a massive market of financial customers and they always need practice management software to go along with it.