Insert Pages to Documents & Contracts + Combine Documents
in progress
Paul Kellahan
With the current option to 'Upload PDF' to Documents & Contracts, an additional feature to Upload or Add PDF Documents to the Template, Document or Contract Builder is the next best thing.
Combining Documents: Combine a 'Proposal' in Documents & Contracts with an Imported PDF file to strengthen the overall Document.
Example 1: You're pulling together a Legal Document as part of your Proposal, this might be a Consultancy Agreement. There may already be an existing Document in PDF form that has all the Legal jargon within that document. The ability to import and add a PDF document to the Document you are creating will not only save you a tonne of time but would be the perfect tool to build highly customised Documents to suit every industry.
Example 2: You may have a long list of existing Terms and Conditions, this could be imported as PDF and added to your Proposal after the Proposal contents. You could then add in a requested Initial or Signature to confirm the client is aware of these T's & C's.
Inserting a PDF Document into the builder for Documents & Contracts is the next perfect addition 👌
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Nick James
Loving the work that's being considered for the contracts themselves, however no one is mentioning the limitation we have to use just ONE email template to send ANY contract... (and the same for the confirmation and download link to the client).
I would like to use this 'contract' feature to send various NDAs as well as licensing certificates and even coaching agreements to new students. Therefore its a shame we currently have to use ONE email template for all three use-cases. Which currently says here's your nda/licensingcertificate/student coaching agreement and we cannot create an seperate email template for each use-case, like we would ordinarily do... then simply add a link to the 'contract' template, similar to how we would pick a tracking link or other variable when customizing other email templates.
Please consider this.
Thank you Nick
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Shreyas Birajdar
Merged in a post:
Coaching Features Needed: Personalized Resources and Client Upload Capability
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Dexx Williams
For those trying to appeal to the coaching niche, it's very important that the client portal allow them to upload documents, certifications, assignments, and feed specific to THAT client (which makes sense) which can be located in a central spot as opposed to spread out across random course lessons.
Along the same lines, having the ability to upload and store their assignments, video responses etc. from in the Client Portal so that Coaches / Instructors can also go to a single location to locate their uploaded work etc.
The ability to have notes / feedback written in the client portal would be great as well.
Essentially the ability for the Client Portal to be suitable for coaching clients that would also allow them to access online courses and communities associated to their coaching program!
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Keith Besherse
Merge in submissions from multiple forms &/o surveys. Please.
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Sales & Marketing
in progress
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Katie Montell
I’d love this too!
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Lisa Hines
Yes please on all of this. A client portal that aligns with coaching. A central place for coach and client to upload/download contracts, videos, documents, surveys, links, etc.
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28th Day Creative
Agree, also need a landscape upload option for my agency documents.
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David Siegel
Another Example: an NDA is signed first, and then my your attorney wants the actual services agreement with the Client to attach a copy of the previously signed NDA. This could be in the form of an attachment, but I think that Ideally there would be a custom field containing the document ID of the previously signed NDA and then it would just be inserted in full text form into the new contract.
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Christian Cignarella (*)
This is really good, love this.
But could I add, for some agencies the ability to use or add PDFs in landscape?
I know this won't have much implication for many agencies but some do require certain CAD drawings or similar things as part of their contracts and they appear in GHL Documents & Contracts as stretched unfortunately.
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