If you’ve ever sent a contract or invoice through HighLevel and then… waited… and waited… and waited some more for a signature that never came—this one’s for you.

Here’s the thing:
HighLevel’s built-in e-signature tool is 🔥 for automating docs. But there’s a tiny, annoying gap…

👉 There’s no built-in way to remind people to sign.
No follow-up. No nudges. No “Hey, don’t ghost me” email.

But don’t worry—I’ve got you.

This week on our HL Pro Tools troubleshooting call, Mario Aldayuz (a.k.a. the Yoda of HighLevel automations) showed us a super clean workaround using workflows. I tested it. It works. And now I’m sharing it with you.

Let’s dive in 👇

The Problem: E-Signature Limbo

You send the doc. You wait.
Days pass. Deals stall. Clients “forget.”

What we needed was a reminder system baked into the signing flow—but since that’s not native yet, Mario gave us a slick workaround using the Workflow Builder.

🧠 The Fix: Automate Reminders with Smart Workflow Logic

Here’s how it goes:

1. Trigger 1: “Invoice Sent”
   When the document goes out, kick off a workflow.
   
2. Add a Wait Step (e.g. 1 Day)
   Give them a grace period to sign it.
   
3. Conditional Logic
   Check: Has the invoice been signed?
   
   • ❌ No = Send reminder email or SMS
     
   • ✅ Yes = End the sequence
     
4. Repeat or exit as needed
   You can loop reminders for a few days or until signed.

✨ You now have an automated system that follows up for you without being annoying.

Pro Tips from Mario

✅ Use tags or custom values to track signed vs. unsigned docs
✅ Add a goal to stop the workflow once the document is completed
✅ Use “Invoice Sent” and “Invoice Signed” as separate triggers for flexibility

This not only keeps your automations clean—but it gives your clients that little “Hey, don’t forget” nudge without you lifting a finger.

Key takeaway:You don’t need a native feature when you have smart workflows. HighLevel’s flexible enough—you just need to know where to look.

Real Talk: Why This Stuff Matters

Look, automation isn’t just about saving time.
It’s about showing up for your clients consistently.
When your systems are tight, deals move faster, trust goes up, and you look like a pro.

(And if you ever do want this kind of stuff built for you… that’s literally what we do at HL Pro Tools.)

Want More HighLevel Power Moves?

✅ Faster workflows
✅ Fewer tech headaches
✅ Better results for your clients

We help agencies like yours get the real value out of HighLevel—without burning out trying to learn it all yourself.

👉 Come check us out at hlprotools.com

Cool Free Thing: Steal My Testimonial Workflow

Before you can help businesses with your service, you need to build trust.

And the fastest way to earn trust? ⭐️ Testimonials.

In the spirit of free stuff, I want to give you my team’s Testimonial Workflow—a dead-simple way to collect, edit, and organize testimonials on autopilot.

👉 Grab the walkthrough for free right here

Plug it into your onboarding. Show off your wins. Make it rain. 🌧💰