Let’s talk about one of those “Wait, why doesn’t this exist yet?” features in HighLevel.
🧾 E-signature reminders.
You send the proposal.
You wait.
You follow up manually.
Still nothing.
And no, there’s no native “remind client to sign” button built into the platform yet (at least not as of writing this). But that doesn’t mean you’re stuck doing it all manually like it’s 2013.
Here’s how I’ve been automating these nudges using workflows, so nothing slips through the cracks again.
Why This Even Matters
Let’s be real: If a doc doesn’t get signed, it doesn’t matter how pretty your automations are. You’re not closing deals. You’re not collecting payments. And you’re definitely not scaling.
And what’s wild? People don’t ignore your contract on purpose. They’re just busy. So a well-timed reminder can literally be the difference between ghosted or closed.
HighLevel’s Missing Feature (and the Smart Workaround)
So here’s the catch: HighLevel doesn’t have built-in e-signature follow-ups (yet). That means once you send a contract, it’s on you to keep track of who signed what and when.
But… if you’ve ever used workflows, you already know the fix.
🎯 The workaround:
We build an automation that:
- Triggers when a document or invoice is sent
- Waits for a period (e.g., 24 hours)
- Checks if the doc is signed
- If not, sends a polite follow-up email or text
- Repeats every few days (until they sign)
- Automatically stops once it’s signed ✅
This takes maybe 10 minutes to set up and saves you hours of chasing people down.
Here’s How to Set It Up
Want the quick-start version? Here’s the play-by-play:
1. Trigger → “Document Sent”
Use this to fire the workflow as soon as the contract goes out.
2. Wait Step
Wait 24–48 hours (your call) before sending a reminder. Don’t jump the gun too early—nobody likes a clingy CRM.
3. If/Else Conditional Step
Check if the doc is signed. If it is, great—exit the workflow.
If not, send:
- A follow-up email like:
“Hey! Just a friendly nudge. Let me know if you have any questions about the agreement.” - Or a simple SMS like:
“Quick reminder to check the doc I sent over yesterday 👍”
4. Loop if Needed
Repeat this process once or twice more over a few days. Just make sure to build in exits after each one to stop pestering people who actually did sign.
Pro Tips to Make It Even Smoother
🧠 Add tags when someone signs so you can track progress easily
🧼 Use custom values to personalize the messages
📆 Add reminders to your internal team too (in case you need a human follow-up)
This tiny workflow saves deals from dying in your pipeline—and makes you look way more on top of your game.
Final Takeaway
If you’re using HighLevel to send docs and proposals, don’t just hope people sign them. Set up a workflow that actually makes it happen.
Because here’s the deal:
Every unsigned doc is a stalled deal.
And every stalled deal is money sitting on the table.
With a couple of smart workflow tweaks, you can finally stop chasing people—and start closing more deals.
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
The quickest way to earn trust? ⭐️ Testimonials.
In the spirit of free stuff… I want to give you my team’s Testimonial Workflow.
🎁 This process makes gathering, editing, and organizing testimonials stupid simple. You can plug it right into your account and start building social proof on autopilot.
👉 Grab the free walkthrough here
You’re welcome. 😎
Need Help Making This Stuff Work?
We build this kind of thing every day. If you want white-label tech help, pro automations, or someone to clean up your account (finally), head over to gohighlevele.com.
Let’s get your HighLevel running like the moneymaking machine it’s supposed to be.