If your using GHL then the calls are recorded already when you make one. But usually after a call I always add a note as well. You can also have a template be added to notes automatically if a sales calls is booked for example as well.
So usually there is a button that says send later? I usually will create the documents and then I will create a new pandadoc action step to send the document. That way it has time to create and then you can send and there are no issues. You can even add a 1 minute delay from create -> send
Forgive me but what do you mean payment linked to the proposal? Like you are sending out a proposal after a payment or you are using pandadoc to take payment at the same time as signing?
@@MichaelDallasPetersen I'm using PandaDoc to take payment at the same time as signing and I can't find a way to assign the person to pay automatically
@@MichaelDallasPetersen 🤦♂ sometimes the obvious slips over our heads. I didn't even see the "assigned payer" option till now. I thought I had to assign a payer manually and select their name which would defeat the purpose of doing things automatically. It works now, thanks!!!!!
Hi Michael, enjoyed the video. I'm new to GHL. What are you using to record your calls inside the contact record?
If your using GHL then the calls are recorded already when you make one. But usually after a call I always add a note as well. You can also have a template be added to notes automatically if a sales calls is booked for example as well.
You need the business pandadoc account right
Does yours send an email to the customer for signature? When I set mine up it would create the document but not send an email to the customer to sign.
So usually there is a button that says send later? I usually will create the documents and then I will create a new pandadoc action step to send the document. That way it has time to create and then you can send and there are no issues. You can even add a 1 minute delay from create -> send
How can I get my contact fields to look like yours? That looks way better than scrolling through each folder
secret haha but not sure what you mean tbh
🔥 smooth
word
Do you also provide custom buildouts for companies?
Yes I do. You can book a time here to discuss.
calendly.com/michaeldallas-petersen/social-aim-solutions-contact-us
Fix your Calendly link…not working just an fyi.
yeah could you actually fix this would be interested in some help @@MichaelDallasPetersen
got a new one link.nurture2profit.com/widget/booking/VGElDQW83XKbSVeQlSKJ
How could we do this if we have a payment linked to the proposal directly on PandaDoc? It doesn't assign a payment to me whenever I test it out
Forgive me but what do you mean payment linked to the proposal? Like you are sending out a proposal after a payment or you are using pandadoc to take payment at the same time as signing?
@@MichaelDallasPetersen I'm using PandaDoc to take payment at the same time as signing and I can't find a way to assign the person to pay automatically
@@kev_jr You would need to assign the role in the template. This would be the same area where you would set the price etc.
@@MichaelDallasPetersen 🤦♂ sometimes the obvious slips over our heads. I didn't even see the "assigned payer" option till now. I thought I had to assign a payer manually and select their name which would defeat the purpose of doing things automatically. It works now, thanks!!!!!
@@kev_jr Awesome! Glad you were able to find it :)