GoHighLevel Document Templates

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GoHighLevel Document and Contract Templates Guide

When you combine the power of ClickUp for project management with GoHighLevel for CRM and automation, you can streamline how you create contracts and documents for every deal. This step-by-step guide shows you how to build and use document templates with opportunity custom values so you can generate personalized paperwork automatically for each pipeline stage.

This how-to is based on the official documentation from the GoHighLevel help center and walks you through setup, configuration, and practical use cases for your agency or business.

What Are GoHighLevel Document Templates?

Document templates in GoHighLevel are reusable layouts for contracts, agreements, proposals, and other client documents. Instead of editing the same file repeatedly, you build a single template that automatically pulls in data from your:

  • Contacts
  • Companies
  • Opportunities (deals)
  • Custom values

Once the template is set up, GoHighLevel can merge the correct information into each new copy of the document so that every client receives a personalized version without manual editing.

Why Use GoHighLevel Opportunity Custom Values?

Opportunity custom values let you store deal-specific information directly on an opportunity record, then inject that data into document templates. This is ideal when different deals for the same contact need different:

  • Prices or packages
  • Project scopes or timelines
  • Retainer terms or deliverables
  • Discounts or bonuses

By connecting templates with opportunity custom values, GoHighLevel ensures that each contract reflects the exact details of the associated opportunity in your pipeline.

Prerequisites in GoHighLevel

Before creating templates with opportunity data, make sure you have the following in place inside GoHighLevel:

  • An active sub-account (location) where you manage contacts and opportunities
  • At least one pipeline with visible opportunity stages
  • Familiarity with custom fields and custom values
  • Permissions to edit templates and opportunities

You should also be able to access the help documentation at the official GoHighLevel source page for reference.

Step 1: Create Opportunity Custom Fields in GoHighLevel

Start by defining the data you want to inject into documents. You do this by creating opportunity custom fields.

  1. In your GoHighLevel sub-account, go to Settings.

  2. Select Custom Fields.

  3. Switch to the Opportunity tab, not the contact tab, so the fields attach to deals.

  4. Click Add Custom Field.

  5. Choose the appropriate field type, such as:

    • Text
    • Number
    • Date
    • Dropdown
    • Currency

  6. Give the field a clear name (for example, Project Start Date, Monthly Retainer, or Package Level).

  7. Save the custom field.

Repeat these steps for every piece of deal-specific information you want to map into your GoHighLevel document templates.

Step 2: Add Opportunity Custom Values to Deals

Once custom fields exist, populate them with data on each individual opportunity.

  1. Open the Opportunities section in GoHighLevel.

  2. Select the pipeline that contains your deals.

  3. Click on an opportunity card to open its details.

  4. Locate the custom fields you created under the opportunity details section.

  5. Enter the correct values for that specific deal, such as price, contract length, or start date.

  6. Click Save or close the card to store the data.

These values will later be merged into your contract or proposal template whenever you generate a document for that opportunity.

Step 3: Build a Document or Contract Template in GoHighLevel

Now create a document layout that uses merge fields to insert your opportunity data automatically.

  1. In your GoHighLevel location, navigate to Sites (or the module where documents/contracts are available).

  2. Open the Documents or Contracts area.

  3. Click New Template (or similar, depending on your interface).

  4. Choose a blank template or start from an existing one.

  5. Give your template a descriptive name, such as Standard Service Agreement (Opportunity-Based).

Use the editor to structure your contract or proposal, including sections like:

  • Client information
  • Scope of work
  • Payment terms
  • Start and end dates
  • Signature blocks

Insert GoHighLevel Merge Fields for Opportunities

To connect your template with the opportunity custom values you created:

  1. In the template editor, click into the section where you want dynamic data.

  2. Use the Custom Values or Merge Fields dropdown.

  3. Locate the Opportunity category.

  4. Select the specific opportunity custom field (for example, Opportunity > Project Start Date).

  5. GoHighLevel will insert a placeholder token into the document, which will be replaced with real data at generation time.

Repeat this for every opportunity custom value you want to display throughout the contract or document.

Step 4: Combine Contact and Company Data with GoHighLevel Opportunities

Your contracts often need more than just deal details. You can mix opportunity data with contact and company fields in the same template.

Common fields to add include:

  • Contact full name
  • Email address
  • Phone number
  • Company name
  • Company address

In the template editor, insert these fields via the same Custom Values menu. GoHighLevel will automatically pull from the primary contact and company associated with the opportunity when generating the final document.

Step 5: Generate a Document from a GoHighLevel Opportunity

When your template and custom values are ready, you can create a contract or document from a specific deal.

  1. Go to the Opportunities view in GoHighLevel.

  2. Open the opportunity you want to generate a document for.

  3. Look for a Documents or Contracts section, or a button like Create Document.

  4. Select the template you created earlier.

  5. GoHighLevel will merge:

    • Opportunity custom values
    • Contact information
    • Company data

  6. Review the generated document for accuracy.

  7. Send it to the client via email or built-in e-signature tools, depending on your setup.

Best Practices for GoHighLevel Document Templates

To maintain clean, scalable workflows, follow these recommendations:

  • Use naming conventions for custom fields, such as Opp_ prefixes, to distinguish them from contact fields.
  • Keep templates generic enough to reuse across multiple pipelines, while relying on opportunity custom values for specifics.
  • Test with sample deals in GoHighLevel before sending documents to real clients.
  • Document your fields in an internal SOP so your team knows which opportunity values to fill in.
  • Version your templates when you update pricing, terms, or policies.

Troubleshooting GoHighLevel Opportunity-Based Documents

If fields are not populating as expected, check the following:

  • The opportunity is correctly linked to the right contact and company.
  • All required opportunity custom values actually contain data.
  • The merge fields in your template reference the correct opportunity fields, not contact-only fields.
  • You are generating the document from the intended pipeline stage or opportunity record.

For detailed visual instructions and any interface changes, always refer back to the official GoHighLevel documentation at the source article.

Scaling Your Agency Workflows with GoHighLevel

Once you have one successful template using opportunity custom values, you can expand into:

  • Multiple contract versions for different services
  • Proposal templates for each niche you serve
  • Onboarding documents per productized offer
  • Renewal agreements driven by opportunity stages

Pairing these capabilities with an operations or SOP hub and external strategy resources from partners like Consultevo can help you standardize your offer stack and close deals faster using GoHighLevel.

By configuring opportunity custom fields, mapping them into document templates, and generating contracts directly from the pipeline, you create a seamless process that reduces errors, saves time, and delivers a professional client experience every time.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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