Ability to create document draft, and not immediately send it
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Marcel Samyn
The automated document is very useful, but we always need some manual tweaks to finalize it.
We need to create the document (proposal) from an opportunity, so we have to do this in an automation, but we can't edit it before it's sent to the client.
This should be a simple setting on the GHL side, or a separate automation task that only creates and doesn't send the contract, but right now the lack of this feature is keeping us on Pandadoc which is unfortunate.
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Sales & Marketing
complete
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Keith Besherse
Sales & Marketing thank you for providing the help article link.
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Brady Louveau (Hubble CRM)
100% - As a developer, this should be a relatively easy fix as the entire process is already built. We simply need one step removed (the actual send of the document). As I'm building out automations for financial clients and medical clients, I'm running into a limitation making this feature somewhat "useless" due to the inability to perform a manual audit of the contract before being sent to the end user. This should be considered as a priority update, as certain industries have compliance laws that require a more thorough review.
Please check this out, as we are currently using Pandadoc, but we are paying GHL for these features that are currently not working.
Please simply copy the action for Sending a Document and remove the "send" step. Easy peasy. Please keep us updated, as I've seen this has been a frustration for users for quite some time in other forums.
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Sean Adams
Brady Louveau (Hubble CRM)bingo!!!! Was pulling my hair out on this yesterday!
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Justina Rose
This would be amazing for a workflow to draft a document based on a pipeline stage. I'd love to be able to open a contact and see in the docs and contract item that there is a drafted document. You can see if there is a drafted invoice but if you could see drafted documents and be able to modify before sending it would be amazing
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Marcel Samyn
Justina Rose Exactly!