If you’re sending out contracts, agreements, or proposals through HighLevel, you already know how frustrating that gap can be. 

You’ve got an e-sign document sitting in limbo… and you’re stuck either manually chasing someone or hoping they remember.

Mario (Head of Partnerships at HL Pro Tools and resident workflow wizard) walked through some sharp troubleshooting and clever automation fixes—including a surprisingly slick workaround for something that bugs a lot of users:

👉 HighLevel doesn’t currently send automatic reminders for unsigned documents.

Let’s fix that.

The Problem: No Built-In E-Signature Reminder System

It’s kind of wild, right? HighLevel has this awesome e-sign document feature, but there’s no native option to automatically remind people to sign.

That means if your prospect ghosts your contract—nothing happens. No reminder. No follow-up. Just crickets.

And as someone who’s lost deals to delays (or flat-out forgetfulness), that just doesn’t cut it.

The Fix: Create Your Own Smart Reminder Flow with Workflows

Mario dropped a brilliant workaround during the session, and I’ve already started rolling it into some of my own projects.

Here’s the high-level version:

1. Use Workflow Triggers:
   
   • Start with a trigger like “Invoice Sent” or “Document Sent.”
     
2. Set Up Wait Steps + Conditional Checks:
   
   • Add a wait step (e.g. 1 day, 2 days), then a conditional check:
     Has the document been signed yet?
     
     • If yes: exit the workflow.
       
     • If no: send a follow-up reminder.
       
3. Loop It (Carefully):
   
   • You can repeat the process a few times over a set period to nudge them without being annoying.
     
4. Add Human Touchpoints If Needed:
   
   • Mix in a manual task or notification to your team after the 2nd or 3rd reminder so nothing slips through the cracks.

It’s not native, but it’s clean, smart, and it works. You’re creating a proactive follow-up system without having to babysit every single document.

Takeaway

This is one of those things that seems small—but if you’re sending out a lot of proposals or agreements through HighLevel, it’s huge. 

Delays cost money. And automating your follow-ups (even if it’s a workaround) keeps your pipeline moving.

Until HighLevel builds this in natively, this workflow hack is your best bet.

Want More Tips Like This?

This is exactly the kind of stuff we do at HL Pro Tools. Whether it’s automation hacks, support systems, or just making sure your HighLevel setup actually works for your business—we’re here for it.

👉 Head over to hlprotools.com and let’s make your systems smarter, smoother, and more scalable.