GoHighLevel's Workflow Draft Documents: Your Secret Weapon for Error-Free Contracts

Hey Skool Community!

Ever wish you could double-check those crucial contracts before they land in your client's inbox? Well, GoHighLevel just dropped a feature that's gonna make your life a whole lot easier. The new Workflow Draft Documents lets you create contracts as drafts within your workflows. This means you get that all-important review stage to catch any errors and ensure perfection.

Check out the full blog post to see how this update can save you from those "oops" moments and boost your professional image!

GoHighLevel has introduced a new "Create as Draft" option within the "Send Documents & Contracts" action in Workflows. This update allows users to generate contracts as drafts, providing a crucial review stage before the final contract is sent to the client.

This new feature offers several key benefits:

Error Prevention: Eliminates typos and inaccuracies in contracts.
Improved Review Process: Enables designated team members to review contracts before sending.
Reduced Risk: Minimizes potential legal issues arising from contract errors.
Streamlined Workflow: Automates contract generation while maintaining control.

To use this feature, users can set the "Sending Mode" to "Create as Draft" when configuring the "Send Documents & Contracts" action in their workflows. This generates a draft of the contract that can be reviewed and edited in the "Documents & Contracts" section before being sent.

This update is particularly beneficial for agencies, sales teams, and legal professionals, as it ensures accuracy and professionalism in contract management.

You can check the summary of the complete blog post here: GoHighLevel's Workflow Draft Documents: - GHL (GoHighLevel) Updates · GHL Growth Garage

Give this feature a try and let us know how it improves your contract workflow! What are your thoughts on this new GoHighLevel update?

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