good vid. Why did you decide not to use the hidden setting of SEND invoice automatically like you hinted at at 11:10 ? I just turned it on, and works great! Maybe that can be shared in a invoice automation video as there is not an option to SEND INVOICE in automations without it already having a template. This hidden setting did not come up in help documentation either... thank you again.
Great quality content as always. I didn’t think to use pipelines as a trigger in automations. Do the contracts & invoices get put into the contact’s profile (right hand side panel)?
Can you please ask GHL to create a text signature feature!! Like how we have email signatures. Then my team can text from the same number and customers will know who it’s from!
Yeah same url but it does go to the right place each time. Same doc but in different states and those states are recorded as people sign and such. Don’t think of it as separate docs, it’s just one doc.
Excellent, how would the workflow change if...After purchase, I sent a consent form for therapy (contract) to customer. They sign. Then, it gets sent to my doctor to sign. Then, the final consent form gets sent to both signers.
Off topic bro but qq do you know how I can give a staff member within a sub account access to only one website or one website folder? I been able to give access to the websites page in the crm but then they can see all the websites lmk thanks 😎
What if you have a product that has differing price points? Seems like there is no way to create a contract to pull through the price within the opportunity, would that be correct?
@geere0 create a form that you fill out first - include customer name, phone, email, price - automation on completion of form - make contact - send document & contract (have this document auto pull this info from that form using custom fields) I just did this and it worked.
