Contracts

In-house contracts: who uses them, the template → send → sign → effects cycle, permissions, the simple electronic signature, unsigned contracts under Abandoned and what you need before you start

The A4 sheet editor: text and images, fillable elements, multiple signatures, start date, payment choice, checkbox groups, trial period and markets

Upload the contract you already have as a PDF: the text is extracted into the sheet, where you edit it like any other template. The file is not kept.

Set from the template what the signer sees after signing and the email with the PDF: text blocks, chat button, subject and body, sender of the invitation email

Configure from the contract template a call to an external system when someone signs or at a flow step: custom fields, headers, HMAC signature and the delivery log

Add or remove a tag on the GoHighLevel contact when a contract is sent, opened, read, signed, expires, is cancelled or abandoned: rules, reading threshold and the automations log

Follow-ups, GHL tags, team alerts and webhooks after a contract is sent, and onboarding after signature: the template's Automations page, the steps, branch conditions, ready-made examples, when a flow stops, business hours and pausing

Where sending starts (lead record, client record, Meet bar, Renewals), what you fill in, prices and terms, the email to the signer, resending and cancelling

The public signing page: the fill · sign · review steps, the payment choice, the signed PDF, the 30-day download, today's date already written, the abandoned contract that can still be signed and what the agency sees on every opening

Client created or completed, instalments generated, lead converted, automatic renewal, trial, Retry effects and what lands in the Timeline, with one entry per opening

The five tabs Templates · Sent · Opened · Signed · Abandoned, cancelled and expired contracts under Abandoned, the Abandon and Restore buttons, the market filter, the sender perimeter, the Last opened column and the opening history with location, device and reading time