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Document Management

Last Update vor 2 Monaten

Generating and Sending e-Signature Contracts in REI Podio CRM Managing Contract Templates for Seller and Buyer Agreements in GHL Tracking Document Statuses and Updates in GHL

Generating and Sending e-Signature Contracts in REI Podio CRM

Shah Zaman

Last Update vor 2 Monaten

Streamlining Contract Management with GHL eSignatures

Managing contracts efficiently is a crucial part of real estate wholesaling. With GoHighLevel’s (GHL) built-in eSignature feature, you can generate and send contracts seamlessly—without the need for additional paid tools like DocuSign or PandaDoc.

Our REI Podio CRM integrates this eSignature functionality directly into the Seller Leads and Transactions apps, allowing you to send contracts to both sellers and buyers effortlessly. The system also ensures that signed contracts are automatically attached back to the corresponding lead or transaction—eliminating the need for manual uploads.

🔹 How the eSignature Process Works1️⃣ Generating the Contract

  • Inside the Seller Leads or Transactions app, locate the deal requiring a contract.

  • Click on the “Send Contract” option within the deal record.

  • Select from pre-built contract templates or customize one as needed.

  • The system automatically pulls in relevant deal details (seller/buyer name, property address, offer price, etc.), eliminating manual data entry.

2️⃣ Sending the eSignature Request

  • Once the contract is ready, send it via email or SMS directly from the CRM.

  • The recipient (seller or buyer) receives a secure link to review and sign the document digitally.

  • The system tracks the contract’s status (Sent, Pending, Signed).

3️⃣ Automatic Document Storage & Updates

  • After the recipient signs the contract, it is automatically attached back to the lead or transaction record in the CRM.

  • No need for manual downloads, re-uploads, or document handling.

  • You get instant notifications when the contract is signed, ensuring timely deal progression.

🎯 Benefits of Using GHL’s eSignature Feature in REI Podio CRM

✅ No Extra Costs – The built-in eSign tool is included, so you don’t need to pay for third-party services.
✅ Faster Deal Processing – Send and receive signed contracts instantly, reducing turnaround time.
✅ Automation & Efficiency – The system auto-attaches signed contracts, saving time on document management.
✅ Better Organization – Every contract is stored within the correct lead or transaction, keeping your CRM clean and organized.

🚀 Final Thoughts

The ability to generate, send, and track contracts directly within REI Podio CRM using GHL’s free eSignature tool makes your wholesaling operations smoother and more efficient. By automating document handling, you free up time to focus on closing more deals.

Need help setting up eSignatures in your CRM? Let us know—we’re here to support you! 🎯

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