What’s New?

Now you can send client documents through text message.

• Send via SMS only or combine with email.

• Set your own default delivery option.

• Create quick SMS templates so it’s simple and consistent.

• Send one by one or through automated workflows.

This means your clients see and sign faster — without things slipping through the cracks.

Step 1: Set Your Defaults

• Go to Documents & Contracts → Settings → Customer Notifications.

• Choose your default delivery option (email, SMS, or both).

• Save your settings.

Step 2: Create Quick Text Templates

• Go to Marketing → Snippets.

• Add a new SMS template.

• Example: “Your document is ready. Please review and sign.”

• Save it.

Now, whenever you send a document, you can pick this pre-written text instead of typing from scratch.

Step 3: Send to One Client

• Open the document.

• Click Send.

• Choose how (email, SMS, or both).

• If using SMS, select your saved text template.

• Review and send.

Step 4: Send Through a Workflow

• Go to Automation → Workflows.

• Add a “Send Document” action.

• Choose how it’s sent (email, SMS, or both).

• Save.

Now, whenever the workflow runs, Gold Star Pro sends the document automatically.

Step 5: Keep Contacts Up to Date

• Gold Star Pro now pulls client contact info directly into documents.

• This means you don’t have to retype emails or phone numbers.

• Just pick the client, and their details fill in automatically.

Why This Matters

• Emails get lost — texts are opened almost instantly.

• Clients get documents in the way they prefer.

• Faster responses mean faster signatures.

• Less chasing, more coaching.

With Gold Star Pro, sending and signing documents is quick, simple, and stress-free.