Custom URL Redirection in Documents & Contracts

Sending documents and contracts to your clients is just the first step—but what comes next? Whether you want clients to join your newsletter or book their first appointment, this feature helps by automatically redirecting them to a URL of your choice after signing.

⭐️Why Is This Feature Beneficial To Your Company?

• Customer Satisfaction: Provide an upscale experience by streamlining the next steps to take with the help of this feature, creating a seamless transition between completing the document and moving forward.

• Simplified Integration: Make customers part of your community by redirecting them to your social media pages or groups, ensuring they feel included.

• Easy Upsells: Keep customers active after signing by using this feature to redirect them to a membership or related products that will interest them.

⭐️How To Use Custom URL Redirection in Documents & Contracts?

1. Click the gear icon to access the Settings inside your Documents & Contacts Tab.

2. Select Document Settings and enable “Redirect to a Custom URL.”

3. Enter the desired URL, select how you want it to open, and click Save to apply globally.

4. To manage this on an individual Document or Template, go to the Settings inside the builder by clicking the gear icon. Then toggle on enable redirection to Custom URL, and insert the link of your choice.

This feature streamlines the customer journey, giving you flexible opportunities to upsell, add clients to memberships, or maximize the value of every signed contract.