GoHighLevel Proposal Recipients Guide

Managing multiple signers can be challenging in any CRM or project platform, from ClickUp to advanced sales systems. In this guide, you will learn how to configure proposals and estimates in GoHighLevel so you can send a single document to multiple recipients, control who must sign, and track which contacts have already approved.

This how-to article is based on the official documentation and will walk you through every step required to enable multiple recipient support and manage it effectively inside your GoHighLevel account.

What Multiple Recipients Mean in GoHighLevel

Multiple recipient support in GoHighLevel allows you to send one proposal or estimate to several people at the same time. Each contact receives a unique, personalized link so you can track their individual interactions and approvals.

Key capabilities include:

• Adding more than one contact to a proposal or estimate
• Selecting which contacts are required to sign
• Sending unique approval links for every recipient
• Tracking signing status by contact inside GoHighLevel

This is crucial when you work with teams, partners, or organizations where more than one decision-maker must review or approve the document.

Prerequisites for Using GoHighLevel Multiple Recipients

Before setting up multiple recipients, confirm the following:

• You have access to the Proposals & Estimates feature inside GoHighLevel.
• Your contacts are already created and stored in the CRM.
• You understand which stakeholders are required to sign the proposal or estimate.

Once everything is in place, you can start building your document with multiple recipients.

How to Create a Proposal or Estimate in GoHighLevel

To use multiple recipients, you first need a proposal or estimate template or a new document in GoHighLevel.

Step 1: Open the Proposals & Estimates Area in GoHighLevel

1. Log in to your GoHighLevel account.
2. Navigate to the Proposals & Estimates section from the main menu.
3. Click Create or open an existing proposal or estimate that you want to send to multiple recipients.

This area is where you will design the content and assign contacts.

Step 2: Build or Edit the Document Content

1. Choose a template or start from scratch.
2. Edit text, pricing tables, and design blocks as needed.
3. Save your changes before moving on to recipients and signing rules.

Once the content is finalized, you are ready to configure multiple recipients in GoHighLevel.

How to Add Multiple Recipients in GoHighLevel

Adding several people to a single proposal or estimate is handled from the sending interface inside GoHighLevel.

Step 3: Open the Send or Share Settings

1. From your proposal or estimate, click the Send or Share button.
2. GoHighLevel will display a panel where you can manage recipients and delivery options.

This panel is where you will specify who receives the document and how they interact with it.

Step 4: Add Recipients to the Proposal or Estimate

1. In the recipients list, click Add Recipient.
2. Search and select the contact from your CRM.
3. Repeat the process to include every person who should receive the document.

Each added contact will be treated as a separate recipient with their own personalized link generated by GoHighLevel.

Managing Signing Permissions in GoHighLevel

Not every recipient always needs to sign. Some may only need view access, while others are required for final approval. GoHighLevel lets you define this per contact.

Step 5: Choose Who Must Sign

1. For each recipient in the list, locate the permission or role dropdown.
2. Select whether the contact is Required to Sign or has View Only access.
3. Confirm that all required signers are correctly set as mandatory.

This ensures GoHighLevel tracks approvals accurately and does not mark the document as fully executed until all required signers have completed their part.

Step 6: Configure Signing Order (If Available)

Depending on your GoHighLevel configuration, you may have the option to select a signing order:

• Parallel signing: All recipients can sign at any time after receiving their link.
• Sequential signing: Recipients sign in a specific order you define.

Choose the approach that best fits your workflow and client expectations.

Sending the Document to Multiple Recipients in GoHighLevel

After recipients and permissions are configured, you can send the proposal or estimate from GoHighLevel.

Step 7: Customize Email Content

1. Review the email subject and body that GoHighLevel will send.
2. Personalize the message to explain the purpose of the proposal or estimate.
3. Confirm that merge fields correctly pull names and other details for each recipient.

This personalized message helps clarify the signing process for every contact.

Step 8: Send or Schedule the Proposal

1. Click Send Now to deliver immediately, or schedule for a future time if your workflow requires it.
2. GoHighLevel will automatically create unique links for each contact and track their activity individually.

Recipients can then open the proposal, review the content, and sign if they are designated as required signers.

Tracking Recipient Activity in GoHighLevel

Monitoring who has viewed and signed your document is essential for follow-up and sales performance.

Step 9: Monitor Status for Each Recipient

1. Return to the proposal or estimate record in GoHighLevel.
2. Open the recipients or activity tab.
3. Review the status for each contact, such as Sent, Viewed, or Signed.

This visibility lets you see if some decision-makers are lagging so you can send reminders or follow up directly.

Step 10: Confirm When All Required Signers Are Done

Once all required signers have completed their approvals:

• GoHighLevel will register the proposal or estimate as fully signed.
• You can move the deal to the next stage or trigger automations, depending on your pipeline setup.

Keeping your CRM data accurate ensures better forecasting and smoother operations.

Best Practices for Using GoHighLevel Multiple Recipients

• Clarify roles: Before sending, confirm which recipients must sign and which only need to view.
• Use clear subject lines: Let recipients know the document requires their approval.
• Send reminders: If some contacts have not signed, use GoHighLevel workflows or manual follow-ups.
• Keep contact records clean: Accurate emails and names improve personalization and tracking.

These practices help you get faster approvals and maintain professional communication with all stakeholders.

Additional Resources for GoHighLevel Users

For more technical or strategic help beyond this tutorial, you can explore additional resources:

• Visit the official documentation used as the basis for this guide: Multiple recipient support on proposals and estimates.
• For consulting, implementation, or optimization services around CRM, funnels, and marketing automation, see Consultevo.

By following these steps and best practices, you can confidently manage multi-signer proposals and estimates inside GoHighLevel and streamline your approval process for complex deals.

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