What You'll Learn:

  • Creating Contract Templates: Learn how to set up and customize contract templates within HighLevel, including adding custom values and branding elements.
  • Automating Contract Processes: Explore the automated features for sending, signing, and receiving contracts, making your document handling seamless.
  • Integrating Contracts into Onboarding: See how contracts can be integrated into your customer onboarding process for a smoother, automated workflow.