Documents & Contracts

We use a document template for client registration forms. A form submission pre-fills the template, and we then download the PDF to send to the client. These documents don’t need a signature, so they stay in Drafts. Right now we have to open each document and download its PDF one at a time, which takes a long time when there are a lot of them. Request: In Documents & Contracts (All Documents, Drafts, and other tabs), let us tick several documents, or select all, and download them together as one ZIP of PDFs. Being able to filter first (by template, date or status) and then select all would help even more.

Can you create a FOLDER for this section to be organized? Same as creating email templates and campaigns.

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

A folder in the documents section to allow the organization of documents and contracts. An example of this is a sub account has a contact they work with on mulitple jobs. they wish to organize the document by seperate job sites and such.

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! 🙌🏾

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 need two-factor authentication for our contracts, via SMS or email, so that we have stronger legal backing in case of any dispute after the contract is signed. Would it be possible to add two-factor authentication to the contract sending process?

Multi-roles for public documents, please! Or at least optional signature fields...

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.