Thank you, Ray. I have been searching for a comprehensive tutorial on Documents, and I could only find bits & pieces of info. Im so glad you share your wisdom with us.

@HLGuy

3 ай бұрын

Wow thank you for the compliment and for watching.

Gosh the last part with invoicing WITH onboarding funnel is GOLD !!

@HLGuy

5 ай бұрын

Thanks.

The best GHL guides, by far.

@HLGuy

3 ай бұрын

Wow thank you.

Ray, this is very informative and comprehensive. Thank you!

@HLGuy

3 ай бұрын

Wow thank you. Thanks for watching.

I love your tutorials, ty !

@HLGuy

5 ай бұрын

You are so welcome!

Thank you so much Ray for sharing this information in detail!!

@HLGuy

2 ай бұрын

You are welcome. I hope it helps. Thanks for watching.

exactly what I'm working on this afternoon haha great! thank yoU!

@HLGuy

5 ай бұрын

Perfect! Hope it helps.

Great job!

@HLGuy

4 ай бұрын

Thank you SO MUCH!!

Exactly what I needed - Thank you! I have some building to do!!

@HLGuy

4 ай бұрын

Glad I could help!

@swaggermomspeaks

4 ай бұрын

@@HLGuy I have been loving all your content. Super clutch for this newbie 🙏🏾

One of the tricks I used to give the embedded look is to use negative margins. 😁 I simply position the one to the far right or left and then set the other one in the next element on the opposite side. You then use -100 type thing for the margin on top and it will overlay onto the one above. Hope that helps and thank you for this deep dive‼️

@HLGuy

3 ай бұрын

Great tip! Thanks for sharing.

The HL universe moves so quickly that a help doc from Nov 2023 is already obsolete!!! I ❤ HighLevel!

@BaldGuy-Marketing

4 ай бұрын

Fortunately I don’t have to worry about HighLevel making me want to pull my hair out; there is no hair to pull! 😅😅😂😅😅

@HLGuy

4 ай бұрын

I hope it helped you.

@BaldGuy-Marketing

4 ай бұрын

@@HLGuy it certainly does!

Hi Ray, ty for the video. Is there any way to trigger an automation on the completion of a specific proposal. In the proposals/estimate workflow I dont see a way to select a singular proposal. Nor am I able to filter using tags.

@HLGuy

4 ай бұрын

At this time no way to trigger automation after proposal completion.

Should we be using the page breaks for standard 11" size or use one long form? Any advantages or disadvantages of either?

@HLGuy

Ай бұрын

Thanks a great question. Looking at being able to print the documents I would say include pages to make it look good. Thanks for watching.

Ray, how can I put this “Contract/Service Agreement” into a Funnel where the client signs a contract and then gets redirected to a payment page, then onboarding form and booking calendar onboarding call?

@HLGuy

5 ай бұрын

Sorry but GHL does not offer those features currently with documents and contracts. I will be creating another video next week that will show a work around to this.

Hey ray, this is a magnificent video. btw, this limitation, cause we can create a doc to be send to two persons at the same time, after completed a form, automatically,dont let me move forward with a customer to offer this service as panda alternative. What I found is a way to create the data for the second signer with Al the information required inside the main contact, just creating a second contact inside the main contact, but impossible until now to send the contract to two applicants at the same time in automatically mode. Of course, if possible as you showed, but manually, but definitely, is a limitation, a great limitation. Also, I noted that the name of the signer appears automatically over the signature, and if the space for the signature is small, the name are going to invade the space for the signature and the doc dont let me add the signature. Thoughts? Best.

@HLGuy

Ай бұрын

Awesome thanks for the information.

@joseparedes380

Ай бұрын

@@HLGuy LOL, you're the master here. All the best.

Amazing video. How do you add the user signature? (It might be easy but HL is glitched today and I can't view the 'my staff' tab)

@HLGuy

6 күн бұрын

The signature area is located under the staff settings. Thanks for watching.

@Scaleasy

Күн бұрын

@@HLGuy now loading for me, all I can see is email signature. Is that the same thing?

@HLGuy

Күн бұрын

@@Scaleasy there you go yes.

Very helpful, thanks! One question I have is how you would auto-populate information that is specific to a particular proposal? For example, a list of the specific services to be provided that is customized to a particular job you are doing for the user. I tried adding some custom fields to opportunities, but couldn't figure out how to import them into the contract. Thanks!

@HLGuy

2 ай бұрын

Wow great question. The answer right now is you can't. GHL has not built custom values or custom fields in the documents fields area. Sorry.

@davidthomastheinventor

Ай бұрын

It is confusing. There are fields such as "opportunity.xxxx" (my custom fields associated with the opportunity) that can be inserted into the contract. Seems intuitive that, if you create the contract from an automation which is triggered by moving the client from one pipeline stage to another, the info populated into the opportunity might be available, but I haven't gotten it to work yet.

@davidthomastheinventor

Ай бұрын

@@HLGuy Actually - I figured out a solution. GHL won't let you import fields from an opportunity into a contract. But you can set up some custom fields for scope of work, fee, etc. that are associated with them as a contact and import them into the document. Change these for each job you do for this client. Hope this is helpful.

@davidthomastheinventor

Ай бұрын

@@HLGuy One other thing - I determined that if the custom fields are not displayed in the drop down you can use the search bar to find the custom field to put it into the contract.

@HLGuy

Ай бұрын

@@davidthomastheinventor@davidthomastheinventor Dude, you are awesome!!

hi! is it possible to add a checkbox in a document?

@HLGuy

2 ай бұрын

I do not believe so.

So do the products from the Order form automatically populate the product list in the estimate?

@HLGuy

4 ай бұрын

I do not believe so but you can contact GHL support to confirm.

Is there way to simply have a client of mine be able to send quotes to numerous customers of theirs and be able to track just the number of quotes sent to each customer, the dollar amount total of those contracts, and (per individual customer) which of these quotes have converted to sales?? Any help from anyone on this would be VERY MUCH appreciated!

@HLGuy

Ай бұрын

I hear what you are saying but I do not know of a way to do this except to keep track of it manually like in a spreadsheet.

Ray, I don't see any IP certification ? without it the contract is weakened

@HLGuy

3 ай бұрын

That would be a great idea request on the idea board to add that feature.