Documents & Contracts: Add PDFs on the Go

💡 Say goodbye to rework and hello to efficiency!

The new Add PDFs on the Go feature in GoHighLevel Documents & Contracts is here to simplify your document management. No more restarting from scratch if you missed a PDF — now, you can easily upload additional PDFs to your existing documents and templates without any hassle.

If you’re managing contracts, proposals, or agreements, this update is designed to save time and streamline your workflow.

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Quick Overview

• Feature Name: Add PDFs on the Go
• Where to Find It: GoHighLevel Documents & Contracts Section
• Purpose: Add PDFs to existing documents and templates without starting over.
• Key Benefit: Save time and reduce effort by making quick updates to documents.

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What’s New?

Here’s a closer look at what you can now do:

✅ Add PDFs to Existing Documents: Effortlessly upload PDFs without modifying or recreating the entire document.

✅ Use Multiple Upload Options: Choose between the “+” Symbol on the left panel or the Top-Right Menu using the three-dot icon.

✅ Seamless Integration: Continue editing and adjusting documents as needed once the PDF is added.

✅ Increased Flexibility: Whether it’s an additional clause, an extra signature page, or any supplementary material, easily add it to your documents in seconds.

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Why This Update is Important

Let’s face it — document management can be tedious, especially when you realize you’ve missed a file after completing a draft. Without this feature, you’d likely:

• Restart the process by recreating the entire document.
• Lose valuable time spent on unnecessary rework.
• Increase frustration due to repetitive tasks.

With the Add PDFs on the Go feature, you can now:

✅ Make Quick Fixes – Easily add pages to an ongoing document without disrupting your progress.
✅ Improve Efficiency – Adjust and finalize contracts faster without delays.
✅ Reduce Errors – Eliminate the need to recreate documents from scratch.

This is especially valuable for agencies, legal professionals, and businesses that frequently work with contracts and client agreements.

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How to Implement Add PDFs on the Go in Your Business

Adding PDFs to your documents and templates is incredibly simple. Here’s how you can do it:

Option 1: Using the “+” Symbol

1. Navigate to Documents & Contracts in GoHighLevel.
2. Select the document or template you want to edit.
3. Locate the left Pages Panel.
4. Click on the “+” Symbol.
5. Select Upload PDF and add your file.

Option 2: Using the Top-Right Menu

1. Open the document you’re working on.
2. Click the Three Dots in the top-right corner.
3. Select Add PDFs.
4. Upload the PDF you want to include.

💡 That’s it! Your PDF will be added, and you can adjust the layout or make any additional changes as needed.

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Customization Tips

Here are some ways to get the most out of this feature:

• Legal Contracts: If legal terms change, simply upload an additional page rather than rewriting the whole document.
• Proposals: Add supplementary materials like product catalogs, images, or client testimonials.
• Invoices: Quickly attach extra pages for payment details or terms.
• Client Agreements: Include additional agreement clauses as needed without remaking the file.

For agencies using GoHighLevel for client management, this flexibility can significantly reduce turnaround times and improve client satisfaction.

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Benefits of This Feature

The Add PDFs on the Go feature offers numerous advantages:

✅ 1. Time-Saving Efficiency

• Eliminate unnecessary rework.
• Quickly update documents without delays.

✅ 2. Improved Flexibility

• Adapt and revise contracts or agreements without rebuilding from scratch.
• Ensure fast compliance with last-minute changes.

✅ 3. Enhanced Client Experience

• Deliver accurate, updated documents to clients.
• Provide a more professional and seamless service.

✅ 4. Streamlined Document Management

• Keep all necessary files in one place.
• Manage contracts and agreements effortlessly.

✅ 5. Reduced Risk of Errors

• Prevent mistakes caused by retyping or duplicating documents.
• Ensure accuracy and compliance.

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Final Thoughts

The Add PDFs on the Go feature in GoHighLevel is a game-changer for anyone handling multiple documents. Whether you’re a business owner, agency, or legal professional, this update will help you:

• Save time by avoiding unnecessary document recreation.
• Improve productivity with quick adjustments.
• Provide a smoother client experience with accurate and up-to-date documents.

💬 What feature would you love to see next in GoHighLevel? Drop a comment below and let’s talk!