PandaDoc Feature

I basically want to have contracts built into the system. You could add a contract template and use all the contact merge fields and then get a signature on documents that are associated to contacts. 

 

A lot of existing CRMs for contractors have some sort of built in contractor feature so they can sell a job in the homeowners house. This feature would allow us to compete with those CRMs by providing a truly all in one platform. 

 

Also, for agencies, it would streamline the process by allowing us to send contracts right in the system while on the call. 

  • Guest
  • Sep 23 2019
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  • Guest commented
    16 Jun 07:07pm

    This is a must


  • Adolfo Sirias commented
    7 Jun 01:26pm

    YES!

  • Guest commented
    6 May 05:38pm

    Im new to gohighlevel. Is there currently not a way to send someone a contract and have them pay a monthly retainer? Do I just have someone go through a funnel to 'subscribe' to our stripe and I have to manually send them a contract outside of go highlevel?


  • Qen Marku commented
    29 Apr 07:03pm

    Or docusign

  • Chris Cota commented
    24 Apr 02:10pm

    We do this with zapier

  • Guest commented
    14 Apr 09:49pm

    YEs


  • Guest commented
    15 Feb 01:54am

    Yes please. Also has a massive use case in the medical niche.

  • James Buchanan commented
    5 Feb 10:12pm

    Yes would love this!

  • Guest commented
    27 Dec, 2020 05:10pm

    please add this!

  • Adam Tavin commented
    17 Dec, 2020 06:04am

    Please add this

  • Ben Leone commented
    10 Dec, 2020 08:48pm

    This Integration would be absolutely incredible to have!

  • Adam Tavin commented
    20 Nov, 2020 06:20am

    Please implement.

  • Guest commented
    28 Aug, 2020 11:52pm

    PLEASE IMPLEMENT THIS!!!!!

  • royston chua commented
    27 Jul, 2020 07:56am

    YES PLEASE!! SAVE $60/MONTH

    PLEASE DO THIS!!!

  • Guest commented
    23 Jul, 2020 03:27pm

    I used a program called hello bonsai for this and it's awesome. It have that also built into this would be sick. Like being able to generate a quick contract that has the customer's contact info in it etc like hello bonsai and also send invoices etc. would be baller. I know it can't do everything but this would be really sick.

  • Mike Gomes commented
    21 Jul, 2020 11:22pm

    Pdf generator and templates to generate proposals, invoices, and contracts. Also with merge fields

  • Samuel Levitz commented
    16 Jul, 2020 05:55am

    Any updates on this request? Really a MUST HAVE integration

  • Clay Toma commented
    12 May, 2020 02:53pm

    This would be a great addition to HighLevel!

  • Guest commented
    6 May, 2020 09:41pm

    Pandadoc is pretty robust. Maybe a deep integration with them for now would be best. I use pandadoc now and have for 4-5 years. The best proposal software I've used. Although I agree creating a proposal function like that in HL would make it unreplacable for agencies.

  • Tyler Clark commented
    28 Apr, 2020 10:51am

    Pls. PLS!

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