Document API Integration Automate Contracts in GHL

GoHighLevel has officially launched a brand-new set of Document API integration for its Documents & Templates feature. This unlocks real automation and full API control over your document workflows.

Here’s what’s included:

• List Documents (GET /documents)
  Retrieve all documents in your location—great for syncing with external systems.
• Send Document (POST /documents/send)
  Choose an existing document and send it to a contact programmatically.
• List Templates (GET /templates)
  Pull a list of all document templates to use dynamically in other tools.
• Send Template (POST /templates/send)
   You can now create a document from a saved template and send it out instantly—no extra steps, just one API call.

No more logging in just to send a proposal. No more manual admin. Just powerful, behind-the-scenes automation.

The Document API integration is a time-saver and a business-scaler. Here’s how:

• Automate Your Workflows
  Trigger contracts or proposals automatically from funnels, forms, or workflows.
• Reduce Manual Workload
  No more copying, pasting, or waiting for someone to click “Send.”
• Boost Client Experience
  Send documents instantly when a contact fills out a form or reaches a pipeline stage.
• Custom Integrations
  Seamlessly connect GoHighLevel to third-party tools, back-end systems, or client portals.

This is perfect for agency owners, marketers, onboarding specialists, and anyone tired of bottlenecks caused by documents that don’t get sent on time.

This section shows you exactly how to set up and automate document sending inside GoHighLevel—no coding needed. Whether you’re using workflows, templates, or triggers, you’ll see how to create documents, send them automatically, and connect the right actions to client activity.

1.1 In your GoHighLevel Sub-Account, go to the left-hand menu.
1.2 Click on “Documents” (under the “Payments” section depending on layout).

2.1 In the top right, click “+ New”, then select “From Template”.

2.2 Choose a template from your list to preview or send.

3.1 From the left-hand menu, go to “Automation” → “Workflows”.
3.2 Create a new workflow or open an existing one.

4.1 Click the “+” icon inside the workflow.
4.2 Search for and select “Send Documents & Contracts”.

5.1 Go to the top of your workflow and click on the block that says “Trigger.”
5.2 Pick what should kick things off—like a form being submitted or someone moving stages in your pipeline.

• Template Naming: Use clear naming conventions like Client_Onboarding_2025
• Dynamic Fields: Use Custom Fields to prefill names, emails, and dates inside templates
• Webhook Follow-Ups: Trigger a “Doc Signed” or “Doc Viewed” webhook to notify your team
• Client Automation: Send proposals automatically based on pipeline stage
• Testing Sandbox: Use Postman or Swagger to test calls before automating

This isn’t just a technical upgrade—it’s a business advantage.

You can now:

• Offer clients a seamless onboarding flow
• Build internal tools or apps that connect with your document system
• Replace clunky e-signature platforms by keeping it all inside GHL
• Delegate and scale without relying on admin or manual oversight

It’s document automation built for marketers, by marketers.

• Send contracts 10x faster
• Eliminate human error in onboarding and proposals
• Close deals quicker with instant doc delivery
• Improve your client experience with hands-free setup

Agencies using this integration are seeing shorter sales cycles, fewer delays, and cleaner handoffs to fulfillment.

GoHighLevel’s Document API integration gives you the tools to fully automate how you send and manage contracts, proposals, and onboarding docs.

It’s fast, flexible, and finally puts document control in your automation stack. Whether you’re scaling your agency or just want to stop sending PDFs by hand—this update is built for you.

Try it now. Test the endpoints. And let us know what you’re building with it!