How many times have you created a document in HighLevel, only to realize you have to do it again… and again… and again?

Whether it’s invoices, contracts, or proposals, if you’re using the same templates over and over, building from scratch every time is a huge waste of time. Trust me, I’ve been there!

Well, HighLevel just dropped a major time-saving feature that’s going to make your life way easier: Document Cloning.

In this post, I’m breaking down why this feature is a total game-changer for your agency. Let’s get into it.

The Problem: Wasting Time on Repetitive Documents

If you’re running an agency, chances are you’re churning out documents on the regular. I’m talking about everything from invoices to client proposals to contracts.

But every time you create one, it feels like you’re starting from scratch—typing out the same text, uploading the same files, selecting the same fields.

I mean, it’s crazy how much time this eats up, right?

The Solution: Document Cloning

This is where the Document Cloning feature swoops in to save the day! Here’s what you need to know:

🔄 Clone Your Documents

Instead of re-building documents from the ground up, you can now clone existing documents in just a few clicks. This includes invoices, contracts, proposals—anything you create.

🧑‍💻 Easy Management of Templates

You no longer need to worry about a growing list of files getting disorganized. With this feature, you can manage your templates in one place, making it easier to find what you need when you need it.

🚀 Boost Efficiency

No more repetitive work. Now you can customize and reuse your documents with minimal effort. This means quicker turnaround times for clients, more time for higher-level tasks, and overall better productivity.

Why This Feature Will Change Your Game

If you’re still manually entering the same details over and over, you’re seriously slowing down your agency’s workflow. But with document cloning, you’ll notice immediate improvements in efficiency.

Here’s how I’ve been using it:

1. Faster Client Workflows: Clients need a contract or proposal? Clone it and tweak it in minutes. The time saved means I can move onto other tasks quicker.
   
2. Less Mistakes: Because you’re reusing proven templates, there’s less room for error in your documents.
   
3. Faster Onboarding: If you’re working with new clients, document cloning is perfect for onboarding processes. You can get all your paperwork sent out without delay.

How to Get the Most Out of Document Cloning

If you want to start using this feature today (and trust me, you do), here are a few things you should try:

1. Create Core Templates
   Set up your standard documents first: invoices, contracts, proposals, etc.
   
2. Clone When Needed
   When it’s time to create a new one, just clone the existing template and make minor adjustments.
   
3. Organize Your Templates
   Keep everything organized so you can find and clone the documents you need quickly.
   

Don’t forget: Start using document cloning for frequently used materials. It’ll streamline workflows and give you faster turnaround times, so you can deliver quicker to clients and stay ahead of the competition.

Final Thoughts

If you’ve been stuck manually creating the same documents over and over, HighLevel’s new document cloning feature is about to make your life a lot easier. It’ll save you time, reduce mistakes, and help you scale more efficiently.

Ready to Take Your Agency to the Next Level?

At HL Pro Tools, we’ve got your back. Whether you need white-labeled support, coaching, or guidance on implementing these features, we’re here to help.

Start saving time and optimizing your workflows today.

👉 Visit hlprotools.com for more tips, tools, and coaching to make your agency run smoother.