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

Name: Generate client contracts automatically using Google Docs, Drive, and GoHighLevel
Availability: InStock
Author: Rahul Joshi

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

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Overview

📘 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

Receive Contract Request (Webhook)
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)

Creates a duplicate of the master contract template.
Ensures the original template remains unchanged.
Populate Contract with Client Data (Google Docs)
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

Download Contract as PDF (Google Drive)
Exports the fully populated document as a PDF file.
Upload PDF to GoHighLevel (HTTP Request)
Uploads the generated PDF to GoHighLevel via API:

Makes it instantly available in CRM
Ready for attachment or client delivery

Delete Temp Copy from Drive (Cleanup)
Removes the temporary document copy from Google Drive.
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

Rahul Joshi

253 workflows

Complexity

intermediate

Published 26 Mar 2026

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/14364/14364.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Create fillable document templates from PDF or DOCX with GPT-4o and Google Drive

## 📄Template Creator ### How it works This workflow accepts any uploaded document (PDF or DOCX) via webhook and automatically converts it into a reusable fill-in-the-blank template. **Step 1 — Identify:** GPT-4o first reads the document and determines the document type (e.g., Employment Contract, Invoice, NDA, Lease Agreement, Project Proposal) and the specific variable fields that type of document typically contains. **Step 2 — Templatize:** A second AI pass uses the identified document type and field list to replace all variable content with clearly labeled `[BRACKET]` placeholders while preserving all static boilerplate and structure verbatim. **Step 3 — Deliver:** The cleaned template is rendered to PDF via Gotenberg, uploaded to Google Drive, made publicly accessible, and a JSON response with file URLs is returned to the caller. ### Setup 1. Configure the **Webhook** path if needed (default: `general-template-creator`) 2. Set your **OpenAI** credential on both LLM nodes 3. Set your **Google Drive** credential and confirm the target folder ID in the Upload node 4. Confirm the **Gotenberg** URL matches your self-hosted instance 5. Install the community node `n8n-nodes-word2text` (see ⚠️ warning sticky) ### Customization - Swap GPT-4o for GPT-4.1 or GPT-4.1-mini on the Identify node to reduce cost on the lighter classification task - Add a Switch node after identification to route different document types to type-specific prompts - Modify the Drive folder ID to sort templates into subfolders by document type Document accepts input from a form such as the one found here: [Sample Form](https://iportgpt.com/n8n_assets/template_creator_form.html)

View

Generate PDF pricing proposals from Excel with Gotenberg and Outlook

## How it works 1. **Webhook Trigger** — A web form POSTs prospect details, selected services, discount level, and requestor info to the webhook endpoint. 2. **Fetch Pricing Sheet** — Retrieves all rows from your `pricing_request.xlsx` Excel table in OneDrive/SharePoint. 3. **Process & Price** — Filters the pricing rows to the selected services, applies the correct Discount / Retail / Premium price tier, and calculates the total. 4. **Build HTML** — Renders a fully branded HTML proposal document with cover info, line-item pricing table, terms, and a signature block. 5. **Convert to PDF** — Sends the HTML to a self-hosted [Gotenberg](https://gotenberg.dev) instance, which returns a print-ready PDF. 6. **Email Proposal** — Delivers the PDF as an attachment via Gmail OAuth2 to the requester and any internal recipients you configure.

View

Classify and route email attachments with easybits, Gmail and Google Drive

## What This Workflow Does Receive any business document via email. The attachment is automatically **classified** (Invoice, Contract, or Purchase Order) using easybits Extractor, then **routed** down the correct path where a second Extractor pulls out document-specific data. Each route stores the file in Google Drive and triggers the appropriate action – Invoices go to a finance spreadsheet, Contracts and Purchase Orders trigger Slack notifications. ## How It Works 1. **Receive** – Gmail polls for new emails with attachments every minute 2. **Classify** – easybits Extractor identifies the document type and returns a class label 3. **Route** – A Switch node sends the item down the matching path (Invoice / Contract / PO) 4. **Merge Binary** – The original file is merged back into the routed item (classification strips the binary) 5. **Extract** – A second easybits Extractor pulls fields specific to that document type 6. **Merge Data + File** – Extracted JSON and original binary are combined for upload 7. **Store & Notify** – The file is uploaded to Google Drive; Invoices update a spreadsheet, Contracts and POs trigger Slack alerts --- ## Setup Guide ### 1. Create Your easybits Classification Pipeline 1. Go to **extractor.easybits.tech** and create a new pipeline 2. Add **one field** called `document_class` 3. In the field prompt, describe your classification categories and how to identify each one (see the "easybits: Classify Document" node for a reference prompt) 4. The prompt should instruct the model to return exactly one category label – no explanations, no extra text 5. Adjust the categories and identification criteria to match your specific document types 6. Copy your **Pipeline ID** and connect the credential in the classification node > 💡 **Tip:** The classification prompt is the heart of this workflow. The more specific your category descriptions and decision rules are, the more accurate your results will be. ### 2. Create Three Extraction Pipelines Create one pipeline per document type on **extractor.easybits.tech**: - **Invoice pipeline** – fields: `invoice_number`, `total_amount`, `currency`, `due_date`, `vendor_name` - **Contract pipeline** – fields: `client_name`, `contract_type`, `contract_value`, `currency`, `start_date`, `notice_period` - **Purchase Order pipeline** – fields: `supplier_name`, `po_number`, `order_date`, `expected_delivery_date`, `total_amount`, `currency` Connect each pipeline's credentials to the matching Extractor node. ### 3. Set Up Gmail Connect your Gmail account via OAuth2. Optionally filter by label to only process specific emails. Make sure **Download Attachments** is enabled in the node options. ### 4. Set Up Google Drive Create three folders in Google Drive: **Invoices**, **Contracts**, **Purchase Orders**. Select the correct folder in each Upload node. Set the **Input Binary Field** to `attachment_0` (or whichever field carries the PDF). ### 5. Set Up Google Sheets Create a spreadsheet (or use an existing Master Finance File). Make sure the column headers match the field mappings in the "Update Master Finance Sheet" node. ### 6. Set Up Slack Connect your Slack workspace. Select the channel for contract notifications (e.g. `#contracts`) and the channel for PO updates (e.g. `#operations`). Adjust the message templates if your extracted field names differ. ### 7. Activate & Test Set the workflow to active and send a test email with an invoice, contract, and purchase order attached to verify each route works end to end.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

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

Workflow preview

Overview

🧩 Prerequisites

💡 Key Benefits

👥 Perfect For