GoHighLevel Contracts & Invoices Automation | Complete Setup Tutorial скачать в хорошем качестве

GoHighLevel Contracts & Invoices Automation | Complete Setup Tutorial

Stop using multiple tools. Learn to automate contracts and invoices completely within GoHighLevel with templates, pipeline automation, and payment tracking. WHAT YOU'LL LEARN: Creating contract templates from scratch Building invoice templates Product creation for services Pipeline stage automation Contract sending workflow Invoice automation after signature Payment tracking and onboarding TIMESTAMPS: 0:00 - Introduction 1:33 - Contract Templates 5:17 - Signature Fields 6:53 - Product Creation 8:59 - Pipeline Setup 10:56 - Contract Automation 13:31 - Invoice Automation 15:58 - Payment Workflow 18:26 - Onboarding Email COMPLETE AUTOMATION FLOW: 1. CONTRACT TEMPLATE CREATION Payments - Documents & Contracts - Templates Two options: Upload existing or build from scratch Add company logo, headers, text Include signature fields (contact + sender) Date fields for signing Save template 2. PRODUCT CREATION Payments - Products Create service product (e.g., "Front-End Services") Set price ($2,000 one-time) Links to invoice automatically 3. INVOICE TEMPLATE Payments - Invoices - Templates Create template for service Add product created above Configure business information Set payment gateway (Stripe/PayPal) Add terms & conditions 4. PIPELINE STAGES Create stages: Contract Sent, Invoice Sent, Invoice Paid Position before "Closed" stage Enables automation triggers 5. WORKFLOW 1: CONTRACT SENT Trigger: Pipeline stage changed to "Contract Sent" Actions: Add tag: "Front-End Contract" Send document: Front-End Services contract Reply channel: Email 6. WORKFLOW 2: CONTRACT SIGNED Trigger: Contract signed (Front-End Services) Actions: Add tag: "Contract Signed - Front-End" Send invoice: Front-End Services template Test or Live mode selection 7. WORKFLOW 3: INVOICE PAID Trigger: Invoice paid (Global Product = Front-End) Filters: Payment status = Success Actions: Add tag: "Front-End Payment Cleared" Find opportunity in pipeline Update stage to "Closed" Send onboarding email with requirements BENEFITS: Business Impact: ✓ All-in-one platform (no multiple tools) ✓ Automated contract delivery ✓ Instant invoice after signature ✓ Payment tracking automatic ✓ Onboarding triggered by payment ✓ Complete audit trail Client Experience: ✓ Professional contracts ✓ Easy digital signing ✓ Immediate invoice delivery ✓ Secure payment processing ✓ Organized onboarding MULTIPLE SERVICES STRATEGY: Use tags to differentiate: "Front-End Contract" "Backend Contract" "Design Contract" Duplicate workflows for each service. Tags enable future upsells based on purchased services. PAYMENT GATEWAY: Must integrate Stripe or PayPal: Payments - Integrations Connect account Enable online payments Required for invoice collection PRO TIPS: Template Design: Add company logo Professional formatting Clear terms & conditions Signature placement matters Tagging Strategy: Tag at contract sent Tag at signature Tag at payment Enables segmentation & upsells Pipeline Organization: Contract Sent → Invoice Sent → Invoice Paid → Closed Clear progression Easy tracking Automation-ready Onboarding: Trigger after payment Request access (ad accounts, etc.) Set expectations Professional start NEED CONTRACTS & INVOICE AUTOMATION HELP? Contact Local Niche Marketing: Website: https://localniche-marketing.com/cont... LinkedIn:   / local-niche-marketing   We specialize in: Contract template design Invoice automation setup Payment gateway integration Pipeline workflow automation Complete GoHighLevel setup SUBSCRIBE for more tutorials! #gohighlevel #ContractAutomation #invoiceautomation #GHLContracts #paymentautomation #documentmanagement #gohighleveltutorial #businessautomation #gohighlevelautomation #gohighlevelworkflow