Hey, guys, what's up?
It's Christine Seale, the HighLevel queen,
and today we are going to be talking about how to automatically send contracts or
proposals to your prospects so that you or your sales team don't have to worry
anymore about trying to figure out how to get that sent on a phone call.
You can literally just drag an opportunity
card over and it will automatically get sent and taken care of.
And you can move on to your next call.
So if you guys don't already have a trial
or an account for HighLevel, you can sign up for a free trial using the link below.
And if you guys don't have that account, what are you waiting for?
It's the all in one tool that I use
to automate everything in my agency that I need to do.
So with that being said, don't forget to like and subscribe so you
don't miss any future updates for me and started.
OK, so the first thing that you're going
to want to do is make sure that your pipeline is set up correctly.
OK, so the main thing that you're going
to want is a pipeline stage for won/signed contract.
So if you want to sign a contract to send a proposal, whatever you want to do,
that's the pipeline stage you're going to want.
So you're going to go into settings and pipelines and then here
you're going to want to make sure that you have a stage for won/send contract.
All right. That's the first thing.
So go do that.
And then what you want to do is go
into your triggers, you're going to want to make a new trigger and you can call it
won/send contracts, OK, whatever you want to call it there.
And then here you're going to want a pipeline stage change.
In the pipeline and then whatever pipeline you put that in
pipeline stage won/send contract Add an action.
OK, now this is where you can get fancy with it.
So what I do is I actually have a second
pipeline where it's called customers and I actually move my leads over
into the customer pipeline when I sign that contract.
So I'm putting them in customers, payment collected/contract sent.
OK, whatever you want to do here, guys, if you guys haven't already mapped out
your flow for your agency, you need to do that first.
We do have a course that teaches you how to do that.
I'm not going to get into that here
because we're just talking about signing contracts automatically.
OK, then this is not required.
By the way, you do not have to do this.
Then you're going to say execute web hook.
Now, just really quickly,
if you guys haven't seen my other video, where I talk about webhooks,
Webhooks are magical, they are
what's going to let you have basically
infinite possibilities when it comes to the software.
And it's kind of like throwing a ball and playing catch.
So
Zapier is actually going to catch this web
hook that we're going to throw from HighLevel.
OK, so leave this here. Don't close it.
Don't do anything with it. Just leave it here, OK?
Because then what we're going to do is we are going to go over here to Zapier
and we are going to click on Make a Zap, OK?
We are going to type in Webhook.
And then we were going to say Catch Hook.
And this is going to give us a link,
so we want to copy this link to our clipboard, OK,
and then we're going to go over here and we're going to paste this link
in here, all right, then you want to save it, then you want to turn it on.
OK, now go back over here and you're going to click continue.
It's obviously not going to find anything.
So what we need to do is we need to give it test data.
OK, so you're going to want to go to your
opportunities and click new and then you're going to type your
name, OK?
And then your phone number or their phone number, whatever you want to do
there.
When you're testing, you want to make sure
you put it in leads and then won and actually
we're going to test moving it.
So put them in qualifying call
There we go.
So go ahead and do that in qualifying call.
There it is.
And then I'm going to click it just
to make sure that it's populated and has all the data that I need here.
And then what I can do is go back and make sure that my trigger
is on, because if it's not, this is not going to work.
So I'm going to go over here, move it.
And then what should happen is I'm going to click on Test and look, it just found
my information.
So we're going to continue and now is the fun part now is where you get to go
over to Pandadoc or whatever your software is.
I'm just going to use Pandadoc for this demonstration.
And you should have a template set up
in Pandadoc. If you don't already have a template set up in Pandadoc.
Guess what? They have a template library
and you can literally pick from hundreds of templates.
OK, so.
You can do fancy or whatever, however fancy you want to be.
So I am going to do this.
Digital marketing proposal template.
OK.
And then sender is me, my client is not assigned at the moment,
OK, here we go, and it's beautiful, you can see
that they filled out everything for me, which is beautiful and perfect.
So I've got this template here.
Now, what I want to do here is I want
to type Pandadoc and it's going to ask you to like.
Login and all that stuff,
so go ahead and add your Pandadoc accounts to Zapier, your action is going to be create
a document and you're going to connect your account.
And then here is where you pick your.
Document names so you can do like the client name.
OK, for the name of the document or a name, Dash,
whatever their
business name is here, right?
If you want to get fancy, I'm just going to do full name for now,
and then you're going to pick your template.
So this is the template I just set up digital marketing proposal.
Send document.
Yeah, that's the whole point message body for your email.
You can put a message body in here.
You don't have to put a message body in here.
If you want to be like, hey Testy,
here is the marketing proposal we discussed over the phone for your review.
Please sign when you get the chance, whatever you want to put in here.
OK, that's probably not a good thing to say, but just making this up.
OK, sender email.
So this is your email, so don't use a variable in here.
You want to put your email,
OK, and then sender first name again.
Your first name.
Your last name.
Your company.
OK, so then put your phone number in here.
All right, client email.
This is where you do the variables.
Client first name.
Client last name.
And then map the phone numbers to see recipients, if you want to see,
like your account manager, for example, put them in here
and then.
Field day here, I don't know if it's going to.
I'm not going to put that in there because I don't want to break it.
Object. Object.
I'm not going to change that
and then here, look, you can even put this the you can even if you want to put custom
fields in HighLevel for each contact,
you can also do custom pricing in the pricing table, which is really cool.
OK, so we're just going to do this for now, OK? And then we're going to go
and we're going to click on test and review and see what happens.
So it says it's sending a test.
OK, so it says my test
document was sent 13 seconds ago.
So we are going to go to our documents and look at that.
It is right there, guys.
That was done.
That will be done automatically.
How freaking cool is that OK?
Again,
you're going to want to go in to Pandadoc, make your template, customize it,
but the pricing in I'm not going to do that on this video, but do that before you
drag there, before you do this, because you're going to get frustrated
if it sends this pricing to your would be client,
and that's not your pricing.
OK, so that is how you automatically send
a proposal or contract when you drag a pipeline.
stage change.
Obviously, you're going to turn this on right here.
And then if you want to test it again, go ahead and delete your card
and then make a new card and move it over and it should work just fine.
If you have your triggers turned
on and you have your zap turned on, this should work great again.
If you want to take
next steps after the proposal, you can add them on the same zap.
OK, so if you want to create folders in Google Drive, you want to