Automate Onboarding with HighLevel E-Signatures скачать в хорошем качестве

Automate Onboarding with HighLevel E-Signatures

How to use HighLevel's built-in Documents and Contracts feature for electronic signatures. Complete training walkthrough delivered to the Seven Figure Agency community. 0:00 Introduction 1:08 James Takes Over 3:55 The Onboarding Flow (Lead → Contract → Signed → Onboarded) 5:37 Where to Find Documents and Contracts 5:54 Templates vs. Documents — Know the Difference 8:49 Switching to Templates View 9:27 Naming Templates (What Your Client Sees) 9:38 Custom Values — Auto-Fill Contact Info 10:07 Building a Template from Scratch (Logo, Text, Signatures) 11:48 Signature Fields and Date Options 13:35 The Content Library — Modular Contract Building 15:33 Fillable Fields vs. Plain Text Variables 16:32 Linked Fields (Write Back to Contact Record) 17:15 Transition to Workflows and Automation 17:51 Adding Products and Payment Collection 18:23 Pipeline Setup for Contract Tracking 20:13 Workflow 1: Send Contract on Stage Change 21:14 Draft vs. Direct Sending Mode 22:10 Mobile Compatibility Discussion 22:29 Workflow 1A: Stale Opportunity (Not Viewed) 23:38 Workflow 2: Contract Viewed → Auto Stage Update 23:55 Workflow 2A: Stale Opportunity (Viewed, Not Signed) 24:27 Workflow 3: Contract Signed → Create Onboarding Opportunity 26:56 Modular Workflows — Add to Onboarding Workflow 27:41 ClickUp and Slack Integration Points 28:29 Workflow 4: Onboard New Client (Triggerless) 29:07 Q&A and Feedback 30:08 Collecting Payment in the Agreement 30:34 Setting Up Products 32:09 Adding Product List to Template 32:56 Optional Items — Let Clients Pick Their Plan 33:06 Payment Settings (Auto-Pay, Recurring, Direct Payment) 33:51 Legal Validity — The Signature Certificate 35:16 Live Demo: Sending and Signing a Contract 37:25 Customizing Email Subject Lines 38:42 Signing Flow and Payment Redirect 40:06 Signature Certificate in Downloaded PDF 40:39 Declining Contracts with Reasons 41:07 Finding Documents in the Contact Record 42:10 Final Q&A — Can HighLevel Replace PandaDoc/DocuSign? 43:38 Wrap-Up 📚 Read the full article: https://themarketingshow.com/highleve... 🔗 Try HighLevel: https://www.gohighlevel.com/main-page... Presented by James Hurst, HighLevel Specialty Coach Seven Figure Agency: https://www.sevenfigureagency.com/?am...