Add a primary and secondary contact within a contract/document template and workflows.
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Kieran McInerney
If Real-estate agents or Builders are using GHL, they will need both contacts on the title of the property to sign this document. If we had the ability to add a secondary contact under the primary contact within the document, this will stop the need of having two primary contacts in the pipeline for the same property.
Also, you cannot add a secondary contact within a template to use in workflows. Can we please fix this GHL???
The document will need to send to both contacts for separate signing and date stamp.
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Ameet Kang
This is insane in 2026. How can multiple signers not ALL enter related workflows? 4 people have to sign it, and you only allow automations to affect one? but If I add a guest to a calendar event I can add that random guest to a workflow? Basic basic basic basic.
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Raúl Mata
The same thing happens to me, I need 2 or more signers besides me in contracts with clients.
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Joy Homecillo
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!
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Brian Del Terzo
Great request, and a similar discussion can be found here to also upvote to production: https://ideas.gohighlevel.com/documents-contracts/p/set-signing-order-for-documents-sent-in-a-workflow
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Sara Anderson
I am working on a contract for a real estate brokerage and this feature would seriously make everything flow so much better in this market. (I'm sure in other industries as well) The brokerage I am working with wants to scale and automate - allowing for multiple signer roles within templates would be a gamechanger. Please prioritize this GHL :)
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Harrison Bingham
Very much need this!
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Sales & Marketing
Merged in a post:
Co-Signers automated
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Cinematic Addicts
We now have to manually assign multiple signers in every contract.
This breaks automation — especially in industries like real estate, insurance, and legal services where contracts often need a spouse, co-borrower, or partner to sign. We need the ability to assign multiple signers automatically in workflows using custom fields or related contacts.
Want a shorter version with just one line for the idea title? Here's one:
Allow automatic multi-signer assignment in contracts (for real estate, insurance, etc.)
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Sales & Marketing
Merged in a post:
Multiple signers in contract templates
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Brady Bell
Currently you can only create one signer in document templates (excluding the sender and you). I'd like to be able to create templates for up to 5 or 6 separate signers. Things like lease agreements always have 2 or more people and it'd be helpful for that.
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Sales & Marketing
Merged in a post:
Create roles for Contract Templates
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Ted Williamson
When creating a contract template, creating roles for who fills out what would be extremely efficient and save us some possible lawsuits due to human error if the rep fills out the field responsibilities wrong. For example when having 2 signers, having a client role and corp role would be necessary so that we just have to select who fills what role when using the template instead of assigning each filed at the time we use it and create a new contract. Would save us all from our service reps selecting the wrong people to fill out certain parts.
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Sales & Marketing
Merged in a post:
Create Template with Multiple Recipient "Placeholders"
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Mike Hughes
When creating a template, it would be great to have signatures, etc. assigned to a placeholder who could then (when the template is used) be assigned to an actual user.
Use case: home services, etc. when two people nearly always sign (husband/wife). Rather than having to reassign each signature, etc. to the secondary signer, the primary and secondary signers would have a placeholder that it reassigned to the contact when the template is used.
Currently, this is a big deal with contracts that only require one signature, but it becomes a cumbersome process when the contract requires multiple signatures/initials from each party.
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