GHL Card Details Collection During Signing

New QR Code Styling Options: Shapes, Borders, and Rim Text

What it does:
Lets you stop using boring QR codes. You can now tweak the shape, style the border, and add text around the edge.

Where in GHL:
Accessible via Sites → QR Codes and within QR tools embedded in Funnel and Website builders.

Impact:
Improves visual presentation and brand alignment while increasing scan appeal.

Best suited for:
Agencies that care about branding, small businesses running local promotions, online stores, and teams pushing QR campaigns.

---

Collapse & Resize Pipeline Stages in Kanban View

What it does:
Lets you hide pipeline stages you’re not actively using and adjust column widths so your board fits the way you work.

Where in GHL:
Inside Opportunities when you’re viewing your pipeline in Kanban mode.

Impact:
No more dragging your screen forever just to find the deals that matter.

Best suited for:
Owners running multi-stage pipelines, reps working deals every day, and anyone fed up with a messy board.

---

Notes Just Got Smarter for the Contacts Page

What it does:
Upgrades the notes area so it’s easier to write, review, and keep things organized inside a contact record.

Where in GHL:
Found directly within each contact’s profile under Notes.

Impact:
Makes it simpler to see what’s been discussed and who added what — without digging through clutter.

Best suited for:
Teams collaborating on accounts and businesses that document every client touchpoint.

---

New Asana Actions in Workflows – Find Project & Find Section

What it does:

Lets your workflow check what already exists in Asana before adding anything new.

Where in GHL:
Go to Workflows, add an action, and choose the Asana integration.

Impact:
No more duplicate projects. No more messy task boards. Just cleaner automation.

Best suited for:
Operations teams and agencies that rely on Asana to manage client delivery.

---

Email AI + Knowledge Base Integration

• What it does:
  Allows Email AI to reference your Knowledge Base for smarter, more accurate responses.
• Where in GHL:
  Found in Conversations → Email composer with AI enabled and Knowledge Base settings under AI configuration.
• Impact:
  Smarter email suggestions that understand your business and help you reply quicker.
• Best suited for:
  Support teams, agencies managing inboxes, and businesses scaling communication with AI.

---

Dialer: Auto-Minimize, Pin & Drag

• What it does:
  Lets you auto-minimize the dialer during calls, pin it in place, and drag it anywhere on screen.
• Where in GHL:
  Found in Conversations → Dialer.
• Impact:
  Cleaner workspace and easier multitasking during sales or support calls.
• Best suited for:
  Sales teams, outbound callers, appointment setters, and agencies making daily calls.

---

Schema Markup Using AI

• What it does:
  Generates structured schema markup automatically using AI for SEO enhancement.
• Where in GHL:
  Found in Sites → Website or Funnel settings within AI or SEO sections.
• Impact:
  Improves search visibility without manual coding.
• This works well for:
  Teams building websites that need stronger search visibility, from agencies to small local businesses.

GHL Card Details Collection introduces a new “Card Details” field inside the Documents & Contracts builder. This field allows signers to securely enter their payment information while filling out the agreement.

Before this, contracts and payments were separate actions. You signed first. Then you paid. Two steps. Two friction points.

Now it happens in one flow. When you open the document builder and click “+ Add Element,” you’ll see the new Card Details Collection field available. Drag it into your document just like any other element. Assign it to a signer. Mark it required if you want to ensure completion.

Once the document is sent, the signer clicks “Start filling out.” When they reach the Card Details Collection field, they enter their card and select “Add Card.” The card is saved immediately and securely through your connected payment provider.

There’s no manual storage. No copying data. No extra payment link required.

Supported providers right now include:

• Stripe
• NMI
• Square
• Authorize.net
• Adyen

Upcoming but not yet supported:

• Razorpay
• PayPal
• Custom payment providers

To use this feature, you must have a payment provider connected inside GHL. Live mode or test mode must also be enabled. Without an active provider, the Card Details Collection field will not function.

This isn’t charging the client automatically. It’s collecting and securely storing the Card Details Collection for future use.

That’s a key difference. You’re not charging right away, you’re preparing your system for what comes next. Subscriptions, auto-pay setups, recurring invoices, all of it becomes easier once the Card Details Collection is already in place.

One field. Major operational shift.

Most agencies don’t lose deals at the contract stage. They lose momentum after the contract.

The client signs. Everyone feels good. Then comes the awkward part.

• “Hey, here’s the invoice.”
• “Just sent the payment link.”
• “Following up to see if you got it.”

That gap kills speed. And speed matters.

GHL Card Details Collection removes that gap completely. When the client signs the agreement, their payment method is already captured. You’re not asking for another action. You’re not hoping they open another email. You’re not introducing another drop-off point.

You’ve secured the next step. This matters for three big reasons.

First, onboarding becomes smoother. The moment the contract is complete, you can move directly into automation. Trigger subscriptions. Start recurring billing. Launch onboarding workflows. No delay.

Second, it protects revenue. When Card Details Collection are captured during signing, the commitment level increases. The psychological barrier to payment drops. They’ve already entered their card. Future billing becomes natural.

Third, it reduces admin work. Your team stops chasing payments. Your VA isn’t checking who paid yet. Your accounting process becomes cleaner.

This is especially powerful for:

• Agencies selling monthly retainers
• SaaS resellers running subscriptions
• Coaches onboarding high-ticket clients
• Service businesses using installment plans
• Anyone building automated billing workflows inside GHL

If your process is contract first, payment later, you’ve created unnecessary friction.

This update tightens that system. It turns contracts into revenue-ready assets. And that changes how you build your onboarding flow.

Before you add the Card Details field to your document, you need to confirm that your payment provider is properly connected inside GoHighLevel. This feature only works if Stripe, NMI, Square, Authorize.net, or Adyen is active in either live or test mode. Without an active provider, the Card Details Collection will not function.

In the steps below, you will access the Documents & Contracts section, add and configure the Card Details Collection field, connect your payment provider if needed, send the document to your signer, and verify that the card is saved for future billing. Follow each step carefully to ensure your contract is fully payment-ready before sending it to clients.

• Access the Payments Section in GoHighLevel.
• Add the Card Details Field in Documents.
• Connect Your Payment Provider in GHL.
• Send the Document to the Signer.

To start make sure you are logged in to your GoHighLevel sub-account.

• The Main Menu on the left side of your screen contains all the primary areas you work in inside GHL.

1.1 Click on the “Payments” menu item.

• Access the Documents & Contracts section

1.2 Click on “Documents & Contracts.”

• You are now inside the document management area where you can create or edit agreements.

1.3 Click +New

• This opens the document creation options so you can either start from scratch or select a template.

1.4 Click “Create Document” or open an existing document you want to update.

• You are now inside the Document Builder where you can add elements such as the Card Details field.

• In this step, you will insert the Card Details Collection field into your document so the signer can enter their payment information during signing. Make sure it is placed correctly and assigned to the right signer before sending.

2.1 Inside the document builder, click “+ Add Element.”

• This opens the available element list.

2.2 Locate and select “Card Details.”

• Drag and drop it into your document.

2.3 Position the Card Details field near the signature section.

• This increases completion rates.

2.4 Assign the field to the correct signer.

• Use the dropdown to choose the appropriate signer role.

2.5 Mark the field as “Required” if you want to ensure card entry before completion.

• This prevents skipped payment collection.

• Before the Card Details Collection field can function, you must have a supported payment provider connected inside your sub-account.

3.1 Click on the gear icon labeled “Settings.”

• You are now inside the main Settings dashboard.

3.2 Click on “Payments.”

• This is where you manage payment integrations for your sub-account.

3.3 Choose your provider:

• Stripe
• NMI
• Authorize.net
• PayPal

3.4 Click “Connect” and follow the authorization prompts.

• Make sure Live Mode or Test Mode is enabled once connected. Once the connection is confirmed, return to your document to continue setup.

• In this step, you send the document to your client so they can review, sign, and enter their card details. Double-check that all required fields are set correctly before sending.

4.1 Click “Send” in the document builder.

• This is where the real automation begins.

Instead of chasing payments, your system is already payment-ready.

Don’t just plug it in and move on. The way you position and configure this field can directly impact how often clients finish the step — and how well your billing automation performs.

Here’s how to get the most out of it.

Place the Card Field Strategically
Don’t hide it at the top of the contract. Place the Card Details Collection field directly above or below the signature section. When the signer is already in completion mode, they’re more likely to finish the payment step without hesitation.

Make It Required for Retainers
If you run monthly services or subscriptions, mark the Card Details field as required. This ensures no agreement gets completed without a stored payment method.

Add Clear Payment Language
Inside your document, clearly state why the card is being collected. Example:
“Your card will be securely stored for recurring billing according to the agreed service terms.”

Clarity increases trust. Trust increases completion.

Test in Sandbox First
Before going live, switch your payment provider to test mode. Send the document to yourself. Run through the full signing flow. Confirm the card saves properly. This prevents client-facing errors.

Avoid Unsupported Providers
Right now this works with Stripe, NMI, Square, Authorize.net, and Adyen. If you’re using PayPal, Razorpay, or a custom payment setup, it won’t work just yet — so keep that in mind before building your workflow.

Pair It With Automation
This is where agencies win.

After contract completion, trigger:

• Subscription creation
• Onboarding workflow
• Internal task notifications
• Pipeline stage movement
• Welcome emails

Card Details Collection plus automation equals frictionless onboarding.

Monitor Payment Readiness
Train your team to check the contact record for saved payment methods before initiating subscriptions. This prevents failed billing setups.

This feature isn’t just about Card Details Collection. It’s about tightening your entire revenue system.

GHL Card Details Collection changes how your contracts function. They are no longer just agreements. They become payment-ready triggers.

Instead of sending a contract and then hoping payment follows, you now secure the payment method during the same interaction. That single shift removes friction from your onboarding process.

And friction is where deals slow down.

When a client signs and adds their card in one flow, momentum stays intact. Your automation can start immediately. Your subscription can activate. Your team can begin onboarding without waiting for accounting confirmation.

This tightens your revenue cycle. It improves cash flow timing. It reduces administrative follow-up.

For agencies, this means fewer awkward payment reminder emails.

For SaaS resellers, it means smoother recurring billing.

For consultants and service providers, it means confidence that billing infrastructure is already in place before work begins.

The real advantage shows up when you connect this to workflows. Contract signed → Card saved → Subscription created → Onboarding sequence triggered → Internal team notified.

All without manual intervention. That’s operational leverage. You’re not just Card Details Collection. You’re building a cleaner system. And cleaner systems scale better.

Let’s say you run a marketing agency. You sell a $2,000 per month retainer.

Before this update, your process probably looked like this:

• Send proposal
• Client signs contract
• Send invoice separately
• Wait for payment
• Follow up if needed
• Then begin onboarding

That’s multiple friction points. Now let’s rebuild that flow using GHL Card Details Collection.

Here’s the new system:

Step 01 – Client Signs Agreement
The client receives your contract inside Documents & Contracts.

Step 02 – Client Enters Card During Signing
They complete the agreement and enter their card in the Card Details field. The card is securely saved immediately.

Step 03 – Workflow Triggers Automatically
Once the document status changes to “Completed,” a workflow fires.

That workflow can:

• Create a recurring subscription
• Send a welcome email
• Move the opportunity to “Onboarding”
• Assign tasks to your team
• Send internal Slack or email notifications

Step 04 – Subscription Begins
Because the card is already saved, the subscription activates without delay.

No payment chasing. No “Did you get the invoice?” message. No delay in starting work. Everything flows.

Now multiply that by 10 clients per month. That’s 10 fewer follow-up chains. 10 fewer billing gaps. 10 smoother onboarding experiences.

This is where small system improvements create real leverage. You’re not just Card Details Collection. You’re compressing your revenue timeline. You’re protecting your onboarding speed. You’re building automation that actually works.

And when systems work cleanly, scaling becomes easier.

GHL Card Details Collection closes the gap between agreement and payment.

Before this update, contracts and billing were separate steps. That separation created friction. It slowed onboarding. It caused follow-ups. And sometimes, it cost you momentum.

Now you can do Card Details Collection during signing inside Documents & Contracts. The payment method is saved securely through your connected provider. And your system becomes ready for subscriptions, invoices, and automated billing the moment the document is completed.

That’s cleaner execution. That’s faster onboarding. That’s tighter revenue control.

For agencies running retainers, SaaS resellers building recurring income, and service businesses scaling operations, this is more than a small feature update.

It’s infrastructure. When your contracts trigger automation and your billing is already set up, your team moves faster. Your workflows fire smoothly. Your clients experience a professional, seamless onboarding process.

No chasing. No delays. No awkward reminders. Just a streamlined system inside GHL that works the way it should.

The team here at GHL Growth Garage is excited about this one because it’s practical. It removes friction. And it directly impacts revenue workflows.

If you’re using Documents & Contracts inside GoHighLevel, test this immediately.

Add the Card Details Collection field. Run it in test mode. Build the automation behind it.

Then watch how much smoother your onboarding becomes.

Have you implemented GHL Card Details Collection yet? If so, how are you using it in your billing workflow? Let us know.