GoHighLevel’s Workflow Draft Documents: Your Secret Weapon for Error-Free Contracts

This update is designed to save you time, reduce errors, and maintain that professional edge.

GoHighLevel has just added a nifty feature to its Workflows: the ability to generate contracts as drafts. This might not sound like the sexiest update, but trust me, it’s a game-changer for anyone who deals with contracts regularly.   

Here’s the deal: within the “Send Documents & Contracts” action in Workflows, you can now set the “Sending Mode” to “Create as Draft”. This tells GoHighLevel to generate the contract, but instead of sending it out automatically, it saves it as a draft for you to review.   Think of it as having a “spell check” for your contracts, but way more powerful.

This update is all about control and accuracy. Here’s why you should be pumped:   

• Error Prevention: No more embarrassing typos or incorrect details slipping through the cracks.   
• Improved Review Process: You can have a designated person or team review contracts before they’re sent, ensuring consistency and quality.   
• Reduced Risk: Avoid potential legal issues or misunderstandings caused by inaccurate contracts.   
• Streamlined Workflow: Automate the contract generation process while maintaining that crucial human oversight.   

Basically, it’s like having your cake and eating it too: automation and control.

Alright, let’s get down to the nitty-gritty. Here’s how to implement the Workflow Draft Documents feature in your GoHighLevel account:

Step 01: Access or Create a Workflow

• 1.1: Navigate to the Workflows section in GoHighLevel.
• 1.2: Choose an existing workflow or create a new one.

Step 02: Add the “Send Documents & Contracts” Action

• 2.1: Add a trigger to your workflow (e.g., “Opportunity Stage Change”).
• 2.2: Add the “Send Documents & Contracts” action to the workflow.

Step 03: Configure the “Send Documents & Contracts” Action for Drafts

• 3.1: Select the contract template you want to use.
• 3.2: Locate the “Sending Mode” option.
• 3.3: Set the “Sending Mode” to “Create as Draft.”
• 3.4: Save the workflow.

Step 04: Review and Send Drafted Contracts

• 4.1: Go to the “Documents & Contracts” section.
• 4.2: Locate the generated draft contracts.
• 4.3: Review and edit the contract as needed.
• 4.4: Send the finalized contract.

It’s that simple! By following these steps, you can start using the Workflow Draft Documents feature to improve your contract management process.

This update isn’t just a minor tweak; it can significantly impact how you do business. Here are a few practical applications:

• Agencies: Ensure all client contracts are reviewed by a senior team member before sending, maintaining a high level of professionalism.
• Sales Teams: Automate the creation of sales proposals, but allow a sales manager to review and personalize them before sending.
• Legal Professionals: Streamline the drafting of legal documents while retaining the ability to make final edits and ensure accuracy.

No matter your industry, the ability to create contract drafts in GoHighLevel workflows can save you time, reduce errors, and improve your overall efficiency.

GoHighLevel’s new Workflow Draft Documents feature is a powerful addition that gives you more control over your contract workflow. Enabling you to create contracts as drafts, it helps prevent errors, improves the review process, and ensures accuracy.   

Ready to say goodbye to contract mishaps? Give this feature a try and see how it can transform your business.

Have you tried out the Workflow Draft Documents feature yet? How are you planning to use it in your business? Drop a comment below and let’s discuss!