Flexible Document Signatures: Draw or Type Now in GoHighLevel!

GoHighLevel has rolled out a powerful new feature that puts you in the driver’s seat when it comes to how your clients sign documents. No more compromises! You can now dictate the specific signature types you want to support for all your Documents & Contracts, giving you ultimate control and adaptability. This new “Draw/Type Signatures Option” is nestled conveniently within your Documents & Contracts settings, making it simple to implement.

The beauty of this update lies in its “Flexible Choice” under the Control Signing Settings. You’re no longer limited to just one way of capturing a signature. We understand that different industries, different clients, and different legal requirements demand different solutions. That’s why we’ve made sure you have options:

• Draw Signatures: This option is for those moments when a handwritten, “wet” signature feel is absolutely necessary. By enabling this, your signers will have the ability to use their mouse or a touchscreen device to physically draw their signature directly onto the document. It’s perfect for capturing that authentic, personal touch, or for meeting specific regulatory demands that lean towards traditional signing methods.
• Both: This is where the magic happens! By selecting “Both,” you open up the possibilities. Your clients will be given the choice to either hand-draw their signature OR type it in. This dual approach offers the maximum flexibility, catering to a wider range of preferences and scenarios. Some clients might prefer the speed and ease of typing, while others might appreciate the authenticity of drawing. This option ensures you’re ready for anything.
• Type Signatures Only: While not a new addition, the underlying ability to only allow typed signatures remains. If you prefer the streamlined efficiency of typed signatures and it aligns with your compliance needs, you can simply ensure that neither “Draw Signatures” nor “Both” is selected. This provides a clear path for businesses that thrive on pure digital text-based agreements.

You might be thinking, “Why is having these options such a big deal?” Well, my friend, it boils down to two critical factors for any thriving business: industry compliance and an exceptional user experience. Ignoring either of these is like trying to drive with a flat tire – you’ll eventually grind to a halt.

Industry Compliance: This is where the rubber meets the road. Many regulators and legal frameworks around the globe specifically require or strongly prefer hand-drawn signatures for certain types of agreements. Think about industries like finance, healthcare, or real estate. Without the ability to capture a true “drawn” signature, you might find yourself in a compliance quagmire, unable to finalize crucial contracts or facing potential legal challenges. GoHighLevel’s new feature directly addresses this by giving you the tools to meet these stringent requirements, keeping your business on the right side of the law and protecting your agreements. It’s about building trust and ensuring the legal validity of your digital paperwork, which is priceless.

Enhanced User Experience: Beyond the legalities, consider your clients. We live in a world of instant gratification and personalized experiences. Forcing a client to use a signature method they’re uncomfortable with, or that doesn’t work well on their device, creates friction. That friction leads to delays, frustration, and sometimes, even lost deals. By offering both draw and type options, you’re putting the power in their hands. You’re catering to their preferences, whether they’re on a desktop with a keyboard or a tablet with a stylus. This reduces abandonment rates, speeds up the signing process, and frankly, just makes life easier for everyone involved. A smooth signing experience reflects positively on your professionalism and attention to detail.

This section will walk you through the simple process of enabling the new draw and type signature options within your GoHighLevel account. We’ll guide you straight to the correct settings area within Documents & Contracts and show you exactly where to make the necessary changes. By following these steps, you’ll be able to quickly configure your account to offer more flexible signing experiences for your clients, enhancing compliance and streamlining your document workflows.

To begin, you’ll first need to access the Documents & Contracts section within your GoHighLevel account. This is where all your digital agreements are managed and where you’ll find the settings for signature types.

• 1.1 In your GoHighLevel dashboard, locate and click on “Payments” in the left-hand menu.

• 1.2 From the Payments sub-menu, select “Documents & Contracts.”

• 1.3 Once on the Documents & Contracts page, look for and click on the “Settings” button, typically located in the top right corner.

After clicking on “Settings,” a new sidebar will appear, offering various configuration options. You’ll need to select the specific settings related to your documents.

• 2.1 In the sidebar that appears, click on “Document settings.”

Now that you’re in the Document settings, you’ll find the new options to control the signature types you wish to support for your documents.

• 3.1 Scroll down the “Document settings” page until you locate the section titled “Control Signing Settings.”

• 3.2 Within this section, you will see the options for signature types. Choose the option that best suits your needs:

• Draw Signatures: Select this if you want to allow only hand-drawn signatures.
• Both: Select this if you want to allow both hand-drawn and typed signatures (this is the recommended option for maximum flexibility).
• (Note: If you wish to only allow typed signatures, simply ensure neither “Draw Signatures” nor “Both” is selected.)

• 3.3 After making your selection, remember to click the “Save” button to apply your changes. This is crucial for the new settings to take effect.

Once you’ve configured these global settings, your clients will see the updated signature options when they are filling out a document that requires a signature.

• 4.1 When your client clicks on a Signature field within a document, a pop-up window will appear.

• 4.2 The options presented in this pop-up will depend on the global setting you configured in the previous steps (e.g., if you selected “Both,” the client will see options to either type their signature or draw it).

Implementing GoHighLevel’s new flexible document signatures isn’t just about ticking a box; it’s about unlocking tangible benefits that will directly impact your business’s bottom line and operational efficiency. Here’s what you can expect to gain:

• Increased Document Completion Rates: This is huge! When you offer your clients the flexibility to sign a document in a way that’s most convenient and comfortable for them, you drastically reduce the chances of them abandoning the process. Imagine a client on a tablet who prefers to quickly scribble their signature, or someone on a desktop who just wants to type it out. By accommodating these preferences, you eliminate roadblocks and ensure your crucial agreements get signed faster, leading to quicker deal closures and project kick-offs. Less friction equals more completed documents.
• Broader Client Reach and Compliance Confidence: Your business isn’t a one-trick pony, and neither are your clients. Different industries and jurisdictions have varying requirements for signature validity. With the ability to support hand-drawn signatures, you can confidently engage with clients who operate under stricter compliance mandates. This isn’t just about avoiding legal headaches; it’s about expanding your potential client base by being able to meet their specific needs, thereby opening new markets and opportunities for your business.
• Streamlined Workflows and Reduced Manual Effort: How much time have you or your team spent chasing down signatures, dealing with incorrectly signed documents, or trying to find workarounds for clients who couldn’t use your previous signature method? With these new flexible options, much of that manual, time-consuming effort simply vanishes. The process becomes smoother, more intuitive, and requires less back-and-forth. This frees up your valuable time and resources to focus on what truly matters: serving your clients and growing your business. It’s automation in action, saving you headaches and hours.
• Enhanced Professionalism and Client Satisfaction: Providing a seamless and adaptable signing experience elevates your brand. It shows your clients that you’re modern, tech-savvy, and genuinely care about their convenience. This attention to detail contributes to a higher level of client satisfaction and strengthens your professional image. Happy clients are loyal clients, and loyal clients are the backbone of a successful business.

There you have it, folks! GoHighLevel’s latest update to flexible document signatures is more than just a new toggle in your settings; it’s a strategic enhancement designed to bring your business into the future of digital agreements. We’re talking about real-world benefits: ensuring compliance with diverse legal frameworks, boosting your document completion rates by catering to every client’s preference, and ultimately, streamlining your entire workflow. This isn’t just about signing documents; it’s about signing more deals, faster, and with greater peace of mind.

So, what are you waiting for? Log into your GoHighLevel account right now, head over to Payments, then Documents & Contracts, and explore these new signature options. Start playing around with the “Draw Signatures” and “Both” settings. See how quickly you can integrate this into your existing processes and watch as your document completion rates soar! This is your chance to make your digital agreements not just legally sound, but also incredibly user-friendly and efficient.

How will the new flexible signature options impact your current document workflows? Share your thoughts and tell us how you plan to use this game-changing feature in the comments below!