How to Use GoHighLevel Custom Values

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How to Link Custom Values in GoHighLevel Documents

When you manage client paperwork across tools like ClickUp and GoHighLevel, automating documents and contracts can save huge amounts of time. This guide explains, step by step, how to link custom values to text and date fields inside your GoHighLevel documents so that important client data fills in automatically.

By the end of this tutorial, you will know how to prepare your document templates, insert custom values, and generate contracts that pull data directly from contacts, opportunities, and other records.

What Are Custom Values in GoHighLevel?

In GoHighLevel, custom values are dynamic placeholders that automatically pull data from the system into your documents and contracts. Instead of manually typing client names, dates, or amounts every time, you place a custom value token in the template and let the platform fill it in for you.

You can use custom values in:

  • Text fields inside documents and contracts
  • Date fields for signatures and contract dates
  • Client-specific information like name, email, phone number
  • Opportunity-related data, such as pipeline stage or value

Before You Start in GoHighLevel

To ensure your document automation works correctly in GoHighLevel, check the following prerequisites:

  • You have an active GoHighLevel account with access to the Documents & Contracts feature.
  • Relevant contacts, opportunities, or accounts already exist with the fields you want to merge.
  • You know which custom fields or system fields you want to link (for example, First Name, Last Name, Signature Date).

Having this information ready will make the rest of the setup straightforward.

How GoHighLevel Custom Values Work in Documents

Custom values in GoHighLevel are used as merge fields. They are wrapped in double curly braces, such as {{contact.first_name}}. When a document is generated, the system replaces these placeholders with the real data from the relevant record.

There are two main types of fields you will work with:

  • Text fields – for names, addresses, emails, and any other text.
  • Date fields – for contract dates, signature dates, or due dates.

The process to link custom values to each type is similar, but there are a few specific settings for dates that you should understand.

Step-by-Step: Link Custom Values to Text Fields in GoHighLevel

Follow these steps to use custom values inside text elements of your GoHighLevel documents and contracts.

1. Open the Document Template in GoHighLevel

  1. Log in to your GoHighLevel dashboard.
  2. Navigate to the Documents or Contracts section.
  3. Open an existing template or create a new document template.

2. Add a Text Field

  1. In the document editor, select the tool to add a Text field.
  2. Click on the page where you want the text field to appear.
  3. Resize or move the field as needed so it fits in your layout.

3. Insert a Custom Value Token

  1. Click inside the text field so the cursor appears.
  2. Look for the option to insert Custom Values (often shown as a dropdown or menu in GoHighLevel).
  3. Select the category you need, such as:
  • Contact
  • Location
  • Opportunity
  • Appointment
  • Custom fields
  1. Choose the specific value, for example: Contact First Name or Contact Email.
  2. The system will insert something similar to {{contact.first_name}} into the text field.

You can combine static text and custom values in the same field. For example:

This agreement is between {{contact.first_name}} {{contact.last_name}} and ACME LLC.

4. Save and Test the Text Field

  1. Save your document template inside GoHighLevel.
  2. Create a test document for a sample contact or opportunity.
  3. Confirm that the placeholder is replaced with the correct information from the record.

If the data does not appear, double-check that the contact or opportunity has values in those fields and that you selected the correct custom value.

Step-by-Step: Link Custom Values to Date Fields in GoHighLevel

Date fields in GoHighLevel work similarly to text fields, but they are designed specifically for dates and have additional settings for formatting and behavior.

1. Add a Date Field

  1. Open your document or contract template in GoHighLevel.
  2. Select the tool to add a Date field.
  3. Click on the document where the date should appear, such as near a signature block.

2. Configure the Date Field Settings

When you click the date field, configuration options will appear. Adjust the following:

  • Field name: Give the field a clear label, such as Signature Date or Contract Start Date.
  • Required: Decide if the signer must complete this date field before submitting.
  • Read-only: Choose whether the date is automatically filled and locked.

3. Link a Custom Value to the Date Field

  1. Within the date field options, locate the setting that allows you to bind or map a custom value or field.
  2. Select the appropriate date-related field, for example:
  • Appointment date
  • Opportunity close date
  • Custom date field on the contact record
  1. Save your mapping so the date field pulls the value automatically when the document is generated.

Some implementations allow you to use a token directly, like {{appointment.start_time}}, but the recommended method is to use the built-in mapping controls provided in the date field settings.

4. Set the Date Format

Depending on your region, you may want dates to appear as:

  • MM/DD/YYYY
  • DD/MM/YYYY
  • YYYY-MM-DD

In the field configuration, choose the format that matches your legal or business requirements. This ensures your GoHighLevel contracts are clear for all parties.

5. Test the Date Mapping

  1. Save the template.
  2. Generate a test document using a contact or opportunity with a known date value.
  3. Check that the mapped date appears correctly in the document and respects the format you selected.

Best Practices for Custom Values in GoHighLevel Documents

To keep your automated documents running smoothly inside GoHighLevel, follow these best practices:

  • Use descriptive field names so anyone on your team understands what each field does.
  • Standardize custom fields across locations and sub-accounts whenever possible.
  • Test every template with real records before sending to clients.
  • Avoid hardcoding client data in templates; always rely on custom values for details that change.
  • Document your mappings in an SOP so updates can be made consistently.

Troubleshooting Custom Values in GoHighLevel

If a value does not appear correctly in your GoHighLevel document or contract, review the following checks:

  • Confirm the contact, opportunity, or record actually has data in that field.
  • Verify you selected the right custom value from the dropdown, not a similarly named one.
  • Ensure there are no extra spaces or characters inside the token.
  • Make sure the template has been saved after your latest changes.
  • Regenerate the document instead of reusing an older draft.

If you still experience issues, compare your configuration to the official documentation on linking custom values to text and date fields here: GoHighLevel support article.

Where to Get More Help With GoHighLevel

For more advanced automation strategies, funnel setups, and implementation help beyond basic custom values in GoHighLevel, you can work with specialists who focus on marketing operations and CRM optimization. A good starting point is Consultevo, which provides consulting and implementation services for marketing and sales platforms.

By mastering custom values for text and date fields, you transform GoHighLevel from a simple CRM into a powerful contract and document automation engine. Set up your templates once, and let the system handle data entry automatically for every new client.

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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