documents & Contracts

Streamline Contract Management with Automated, Secure Documents

Enhance your contract management by automating document workflows and ensuring secure storage. With integrated e-signatures and centralized access, every agreement is efficiently handled. Keep all your documents organized and readily available within your CRM.

14 days free trial

documents & Contracts

In The PeakLevel, the "Documents & Contracts" feature is an integral part of the payments tab, designed to streamline your business processes by centralizing document management and contract automation. This feature helps agencies and businesses manage their client agreements, contracts, and other important documents efficiently, ensuring that every transaction and client interaction is well-documented and legally binding.

features

Centralized Document Management: Store and access all client contracts and important documents in one secure location within the CRM.

Customizable Contract Templates: Create and reuse personalized contract templates to standardize agreements and save time.

E-Signature Integration: Streamline the signing process with integrated e-signatures, allowing clients to sign documents electronically.

Automated Document Workflows: Automate the document approval and signing process with customizable workflows that trigger actions based on client progress.

Secure Document Sharing: Share documents securely with clients, controlling access and tracking document views and signatures.

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Templates in Documents & Contracts

The "Templates" feature in the Documents & Contracts Tab of The PeakLevel streamlines the process of creating, managing, and utilizing standard documents and contracts across your business operations. This feature allows you to design reusable templates for a variety of documents, including contracts, agreements, proposals, and more, ensuring consistency and saving time.

features

Customizable Templates: Customize elements like text, formatting, and placeholders to ensure each document aligns with your company's standards.

Efficient Document Generation: Generate professional documents quickly by selecting pre-designed templates, reducing the time spent on repetitive tasks and minimizing the risk of errors.

Centralized Management: Store all templates in a central location within the CRM, making it easy for your team to access, update, and deploy them as needed.

Seamless Integration: Use templates within automated workflows, such as contract signing processes or client onboarding, to further enhance efficiency and consistency across your business operations.

14 days free trial

How to Get Started

Getting started with the Documents & Contracts feature is easy and efficient. Begin by uploading your existing documents and creating reusable templates. Set up automated workflows to streamline approvals and signatures, and monitor all document activities through the centralized dashboard. Simplify your contract management today!

Upload Existing Documents

Start by uploading your current contracts and documents into the GHL platform. Organize them into folders for easy access.

Set Up Workflows

Automate your document processes by creating workflows that trigger actions such as sending contracts for signature or notifying team members when a document is signed.

Create Templates

Use the document editor to create reusable templates for common contracts. Add placeholders for client-specific details to speed up the process.

Monitor and Manage

Use the document management dashboard to keep track of all your documents, see the status of pending contracts, and ensure nothing falls through the cracks.

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The PeakLevel features

Key Features of The PeakLevel

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