A Game-Changer for Mobile Payments: Collect Signatures On the Go!
The new GHL Mobile App update introduces in-person signatures for Documents and Contracts, allowing businesses to collect signatures directly within the mobile app. This feature is a game-changer for those who need to finalize agreements on the spot, such as field sales teams, consultants, or service providers.
With this update, you can now create documents using a template, open them on your mobile device, and have your client sign in person using text or free-hand signature. This simplifies the document-signing process and ensures that you never miss out on closing a deal due to paperwork delays.
If you’re looking to enhance your mobile workflow and speed up contract signings, this feature is a must-have.
What’s New?
A Detailed Look at the Update
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GoHighLevel’s new update to the GHL Mobile App introduces a seamless way to collect signatures in person. Here’s what you can now do:
- Open Published Documents: You can open a published document on behalf of a signer to accept their signature in person.
- Collect Signatures in Real-Time: Hand your device to the client, allowing them to sign directly on the mobile app.
- Multiple Signature Options: The signer can use either text-based signatures or free-hand drawing for a more personalized signature.
- Flexible Usage: This feature is available on HighLevel, LeadConnector, and Whitelabelled apps.
Why This Feature Is a Game-Changer
- Speeds Up Contract Signing – No more waiting for clients to sign digitally or via email.
- Increases Conversion Rates – Capture signatures on the spot and close deals faster.
- Improves Customer Experience – Clients can sign quickly and easily during face-to-face interactions.
- Ensures Legal Compliance – Digital signatures are secure and legally binding, providing a reliable audit trail.
This update is perfect for businesses that require in-person agreement confirmations, such as real estate agents, financial advisors, field service providers, and consultants.
Why This Update Is Important
Collecting signatures is a critical step in the sales process, but it can often lead to delays and missed opportunities. This new feature solves common pain points by:
✅ Eliminating Waiting Time – Get signatures instantly without waiting for digital sign-offs.
✅ Simplifying In-Person Interactions – Finalize contracts or agreements during face-to-face meetings.
✅ Enhancing Workflow Efficiency – Reduce the number of steps required to complete a contract.
✅ Securing Signatures On the Go – Perfect for mobile teams that work outside the office.
By using the Free Hand Signature option, clients can sign naturally as they would on paper, making the process feel more authentic and personal.
How to Implement In-Person Signatures in Your Business
Step-by-Step Guide
1️⃣ Open the Mobile App and Access Documents
- Log in to the GHL Mobile App using your preferred sub-account.
- Navigate to the Documents and Contracts section from the left-hand navigation menu.
2️⃣ Create a New Document with Signature Fields
- Tap on New Document and select a template with the required signature fields.
- Customize the document as needed by adding:
- Customer details
- Contract terms
- Pricing information
- Once the document is ready, tap on the Share button and copy the link.
3️⃣ Publish and Access the Document
- Exit the document editor and navigate to the All Documents tab.
- If the document isn’t showing as “Sent,” refresh the page.
- Once it appears with the Sent tag, tap on the three dots icon next to the document.
4️⃣ Collect the In-Person Signature
- Select View as and choose the intended signer.
- Hand your device to the recipient, allowing them to:
- Sign using text or draw a Free Hand Signature directly on the mobile screen.
- Fill out any other necessary fields before completing the signature.
- Repeat the process for all required signers.
5️⃣ Confirm and Save the Signed Document
- Once all signatures are collected, the document will be automatically saved and stored in the Documents and Contracts section.
- You can access the signed document anytime for record-keeping or further processing.
Customization Tips for Maximum Efficiency
🔹 Use Templates for Frequently Used Documents – Save commonly used contracts or agreements as templates for faster creation.
🔹 Choose the Right Signature Type – Offer the Free Hand Signature option for clients who prefer to sign manually.
🔹 Organize Your Documents – Keep your documents well-organized in the Documents and Contracts section for easy retrieval.
🔹 Combine with Other GHL Features – Integrate signed contracts with automated workflows to trigger follow-ups, payments, or onboarding processes.
🔹 Train Your Team – Make sure your team knows how to use the View as feature to guide clients through the signing process.
By tailoring this feature to your business needs, you can accelerate contract approvals and enhance client interactions.
Benefits You Can Expect
Faster Contract Signings and Approvals
- No more waiting for digital signatures—collect signatures instantly during in-person meetings.
- Accelerate the sales cycle by closing deals faster.
Increased Conversion Rates
- Secure agreements on the spot, reducing the risk of clients changing their minds.
- A streamlined signing process improves customer satisfaction and trust.
Enhanced Workflow Efficiency
- Reduces administrative work by minimizing the back-and-forth typically required for signatures.
- Documents are automatically saved and stored, ensuring better organization and record-keeping.
Seamless Customer Experience
- Customers appreciate the convenience of signing directly on your mobile device.
- The Free Hand Signature feature adds a personal touch, making the experience feel more authentic.
Final Thoughts
The In-Person Signature feature on the GHL Mobile App is a powerful tool for businesses needing to finalize contracts quickly and efficiently. By allowing clients to sign on the spot using either text or Free Hand Signature, this update enhances workflow efficiency and customer experience.
This Documents and Contracts update helps businesses:
✔ Close deals faster without waiting for digital approvals.
✔ Improve in-person interactions with a seamless signing process.
✔ Organize contracts efficiently within the mobile app.
💬 What feature would you love to see next in GoHighLevel? Drop a comment below and let’s talk!
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