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Nitay Ben Zvi
While GoHighLevel currently supports checkboxes in Documents and Contracts, they are unfortunately static and non-functional. Right now, a user can check or uncheck them, and even choose from grouped options — but the platform does nothing with that input.
To make checkboxes truly useful, they should behave more like checkboxes in Forms and be tied into automation or values, allowing the system to store the data and act on it. Here’s what’s needed:
1. Link checkbox values to contact fields or custom fields, so that when a signer selects an option, it’s saved as part of their profile or deal.
2. Use checkbox selections in workflows, enabling follow-up actions (e.g., “If Checkbox A is selected, send onboarding email A”).
3. Allow labels and values for each checkbox, so it’s easy to identify the selected option and use it in automations or internal logic.
4. Make grouped checkbox logic actionable, especially for multiple-choice or mutually-exclusive selections.
5. Store checkbox selections in document submission data, so that it’s visible in contact activity, notes, or internal summaries.
Checkboxes have huge potential for capturing client preferences, service selections, consents, upsells, and more — but currently, they’re mostly aesthetic. With a bit of functionality, they can become a powerful tool for interactive documents and contracts.