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.

Allow for landscape orientation on all new proposals and also for pdf landscape uploads (see ticket #1881396)

Although we do have the ability to set the signing order when documents are manually sent, we don't have the ability to set the signing order when a document is sent via a workflow. Let's get this fixed! 🙌🏾

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.

Currently there is no way to mark a quote under 'Documents & Contracts' as rejected. Not all quotes sent to the customer will be approved and signed off on. Many quotes can be rejected. The 'rejected' status should also be available under the 'Documents & Contracts' workflow trigger.

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.

We really need the ability to auto send contracts in workflow while also being able to set the signing order and the specific internal user for who needs to sign first. As a workaround, we are just sending the contracts out manually - however we can't send any follow up messages and link to the contract link since we are sending it manually. So we need the ability to use {{document.url}} - even if we just have a way to grab the link for that contact and put it into a custom field. Being able to make signature fields optional Being able to connect multiple fields together so that if one field is filled out, then it will auto fill the connected fields with the same answer. Being able to auto-redirect after a contract is signed. Being able to separate the email template that goes out to the internal user vs the client.

I would like to have the ability to create some sort of cost calculator which will generate an estimate after filling in the questions on the cost calculator/estimate generator. so a survey builder which will generate an estimate with a dynamic calculated price based on the giving answers in the survey.