Back to Templates

Generate client contracts automatically using Google Docs, Drive, and GoHighLevel

Created by

Created by: Rahul Joshi || rahul08
Rahul Joshi

Last update

Last update 18 hours ago

Categories

Share

📘 Description
This workflow is a fully automated contract generation and delivery system that converts structured client input into a finalized, professional PDF contract and uploads it directly to your CRM. It eliminates manual document handling by dynamically populating a Google Docs template, exporting it as a PDF, and delivering it to GoHighLevel in a single flow, while ensuring no temporary files remain in storage.

⚙️ Step-by-Step Flow

  1. Receive Contract Request (Webhook)
  2. Accepts a POST request containing all contract data:
  • Client name
  • Date
  • Scope of works (array)
  • PC items (array)
  • Financials (subtotal, GST, total)
  • Copy Master Template (Google Drive)
  1. Creates a duplicate of the master contract template.
  2. Ensures the original template remains unchanged.
  3. Populate Contract with Client Data (Google Docs)
  4. Performs large-scale find-and-replace operations:
  • Replaces placeholders with dynamic client inputs
  • Injects scope of work sections
  • Maps PC items and pricing
  • Updates totals and metadata
  1. Download Contract as PDF (Google Drive)
  2. Exports the fully populated document as a PDF file.
  3. Upload PDF to GoHighLevel (HTTP Request)
  4. Uploads the generated PDF to GoHighLevel via API:
  • Makes it instantly available in CRM
  • Ready for attachment or client delivery
  1. Delete Temp Copy from Drive (Cleanup)
  2. Removes the temporary document copy from Google Drive.
  3. Prevents storage clutter and duplication.

🧩 Prerequisites

• Google Drive OAuth2
• Google Docs OAuth2
• GoHighLevel API key (Bearer token)
• Webhook trigger source (form, CRM, or system)

💡 Key Benefits

✔ Zero manual contract creation
✔ Consistent formatting across all contracts
✔ Dynamic handling of complex data (arrays, pricing)
✔ Instant CRM upload (GoHighLevel)
✔ Automatic cleanup (no file clutter)
✔ Scalable for high-volume contract generation

👥 Perfect For

  • Construction and renovation businesses
  • Agencies generating client agreements
  • Sales teams automating proposal-to-contract flow
  • CRM-driven businesses using GoHighLevel