Documents & Contracts

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.

Add the ability to export estimates as a downloadable pdf. Currently there is no option and when viewing the document online, there's a banner that shows "Estimate is in draft mode, please check back later." When using a 3rd party salesman, using the send functionality isn't an ideal method as it asks to accept or reject the esitmate. It would be better in some cases for the salesman to have a pdf version to present to the end customer in person or via email.

Currently we can't control the flow of form fields being filled. We just have required or non-required. If any fields are required, then it only forces them to fill those out. But in documents there may be a variety of optional fields they need to fill in. We want the ability to choose the fields that the arrow pointer jumps to which might be required or optional fields. For non-required fields we just want them to have a skip or leave blank option choice. My use case is filling in a W-9 which has lots of optional fields based on entity types. A few ideas: 1) Allow us to control the flow of required/optional for the best chance at getting a form filled in correctly. This includes requiring all fields but giving them the option to leave it blank / skip to proceed through the form fill flow. 2) Conditional logic for form fill based on option/checkboxes. So if they check a block on the form then we can require other fields to be filled in. So each form field has the option to have a parent field that if that field is marked that it then changes the required status of that field.

Oftentimes contracts will have sections that are optional / not applicable in all circumstances. We need the ability to toggle "required" on/off for signature fields.

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.

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.

We utilise other payment solutions, and there is no manual way to mark a signed document as paid. Please allow us to manually mark documents as paid.

Need to have the ability to give the client different options to select from. Do you want package a or b? Select the one you want and then that goes from the proposal into the contract terms. This is very seamless in Dubsado and would be a huge win for my clients.

Inside of PAYMENTS, especially within building a contract, it would be incredibly helpful if you could mirror the same billing frequency as your product inside of Stripe. Please allow for a "CUSTOM" option so you can set how frequent you wish to bill and auto-invoice your client. For example: Once every 3 months.

It would be awesome if we could build a custom form that can be inserted into a proposals and estimates document. This would allow certain aspects of the proposal to fill out a specific section then sign the document after.