Introduction

Creating documents and contracts is an essential part of daily business operations. Whether it’s drafting legal agreements, sales contracts, or simply generating invoices, having a reliable and efficient platform to streamline this process can save time and effort. In this article, we will provide you with a step-by-step guide on how to create documents and contracts using PDF within the HighLevel platform.

Step 1: Accessing the HighLevel Platform

To begin, log in to your HighLevel account. If you don’t have one, you can easily sign up for a free trial. Once you’re in, navigate to the “Documents” section.

Step 2: Selecting the PDF Template

In the “Documents” section, you’ll find a variety of pre-designed templates to choose from. These templates are fully customizable to suit your specific needs. Select the PDF template that best matches the document or contract you want to create.

Step 3: Editing the Document

Once you’ve chosen a template, you can start editing the document to include your desired content. HighLevel provides a user-friendly interface that allows you to edit text, insert images, and format the document according to your preferences. You can also add signature and date fields, which will be crucial for obtaining necessary approvals.

Step 4: Designating Recipients

Next, it’s time to designate recipients for the document. HighLevel allows you to assign specific individuals or groups who need to review or sign the document. By designating recipients, you ensure that the right people receive a copy and are notified of their actions required.

Step 5: Previewing and Renaming Documents

Before finalizing the document, take a moment to preview it and ensure everything looks as intended. HighLevel enables you to view the document before sending it out for signatures. If necessary, you can also rename the document to make it more easily identifiable.

Step 6: Sending the Document

Once you’re satisfied with the document, you can send it out via email directly from the HighLevel platform. This eliminates the need for manual printing, scanning, or faxing. The document will be delivered to the designated recipients, who can then review, sign, and return it electronically.

Step 7: Automating Invoicing

Upon completion of the document, HighLevel offers the possibility to automate invoicing. If your document involves billing or payment, this feature can save you significant time and effort by generating invoices automatically when the document is finalized.

In conclusion, creating documents and contracts using PDF within the HighLevel platform is a hassle-free process. With its intuitive interface and comprehensive features, HighLevel streamlines the document creation process, allowing you to save time and focus on other important aspects of your business. So why not give it a try and experience the convenience yourself?