Managing Contract Templates for Seller and Buyer Agreements in GHL
Shah Zaman
Last Update 4 maanden geleden
Managing contract templates is a crucial part of streamlining real estate transactions. With GoHighLevel’s (GHL) eSign (Contracts) feature, you can create, send, and manage legally binding agreements without the need for third-party tools like DocuSign or PandaDoc. The best part? This feature is included in GHL at no extra cost!
In this article, we’ll walk you through how we handle contract templates for seller and buyer agreements and set up everything for you inside GHL.
Step 1: Provide Your Seller & Buyer Agreement TemplatesBefore setting up eSign functionality in GHL, we need your seller and buyer agreement templates in PDF format. These agreements outline the terms and conditions of your real estate deals and are essential for smooth transactions.
💡 What You Need to Do:
Send us your seller agreement template (PDF)
Send us your buyer agreement template (PDF)
Once we receive the templates, our team will handle the entire setup process inside GHL.
Step 2: Setting Up Contract Templates in GHLOnce we have your agreement templates, our team will:
✅ Upload your PDF contracts into GHL’s Contracts (eSign) section
✅ Add custom fields (such as seller name, buyer name, deal details, signatures, etc.)
✅ Configure automated workflows to send contracts at the right time
✅ Test and finalize the setup so your contracts are ready to use
After this setup, you’ll have fully functional contract templates that you can send to sellers and buyers instantly from GHL!
Step 3: Sending Contracts for eSignatureOnce your templates are in place, you can easily send contracts to sellers and buyers through:
Email
Automated workflows (triggers in GHL)
Your clients will receive a secure link to review and eSign the contract directly from their device.
📌 Key Benefits of GHL eSign Contracts:
✅ No additional costs – included in your GHL plan
✅ Secure & legally binding eSignatures
✅ Track contract status (Pending, Signed, Expired)
✅ Automate contract sending through workflows
✅ Store all signed agreements inside GHL CRM
Managing contracts is now easier than ever with GHL’s built-in eSign feature. Instead of manually handling agreements, you can automate the entire process—saving time, reducing errors, and ensuring a smoother transaction flow.
🚀 Ready to get started? Send us your seller and buyer agreement PDFs, and we’ll take care of everything! Once set up, you can start sending contracts effortlessly and closing deals faster.
Need more help? Our team is here to assist you with any contract-related queries! 💼✍️