Generate client contracts automatically using Google Docs, Drive, and GoHighLevel

📘 Description This workflow is a fully automated contract generation and delivery system that converts structured client input into a finalized, professional PDF contract and uploads it directly to your CRM. It eliminates manual document handling by dynamically populating a Google Docs template, exporting it as a PDF, and delivering it to GoHighLevel in a single flow, while ensuring no temporary files remain in storage.

⚙️ Step-by-Step Flow 1. Receive Contract Request (Webhook) 2. Accepts a POST request containing all contract data: - Client name - Date - Scope of works (array) - PC items (array) - Financials (subtotal, GST, total) - Copy Master Template (Google Drive) 3. Creates a duplicate of the master contract template. 4. Ensures the original template remains unchanged. 5. Populate Contract with Client Data (Google Docs) 6. Performs large-scale find-and-replace operations: - Replaces placeholders with dynamic client inputs - Injects scope of work sections - Maps PC items and pricing - Updates totals and metadata 7. Download Contract as PDF (Google Drive) 8. Exports the fully populated document as a PDF file. 9. Upload PDF to GoHighLevel (HTTP Request) 10. Uploads the generated PDF to GoHighLevel via API: - Makes it instantly available in CRM - Ready for attachment or client delivery 11. Delete Temp Copy from Drive (Cleanup) 12. Removes the temporary document copy from Google Drive. 13. Prevents storage clutter and duplication.

🧩 Prerequisites • Google Drive OAuth2 • Google Docs OAuth2 • GoHighLevel API key (Bearer token) • Webhook trigger source (form, CRM, or system)

💡 Key Benefits ✔ Zero manual contract creation ✔ Consistent formatting across all contracts ✔ Dynamic handling of complex data (arrays, pricing) ✔ Instant CRM upload (GoHighLevel) ✔ Automatic cleanup (no file clutter) ✔ Scalable for high-volume contract generation

👥 Perfect For - Construction and renovation businesses - Agencies generating client agreements - Sales teams automating proposal-to-contract flow - CRM-driven businesses using GoHighLevel