Sr. Product Manager - Documents

Document Builder & AI-Powered Templates
- Own the roadmap for HighLevel's document creation experience — an AI-powered, drag-and- drop builder that lets users design fully custom templates for every document type.
- Extend the existing builder (currently supporting Documents and Contracts) to cover Invoices, Estimates, and Receipts with type-specific fields, logic, and layouts.
- Define how AI assistance accelerates template creation — from generating complete layouts from a prompt to suggesting fields, content, and structure based on document type and business context.
- Set standards for template management: saving, versioning, sharing, and applying templates consistently across the platform.

Commercial Document Lifecycle
- Own the full lifecycle of payment-linked documents: Estimate creation and delivery → customer acceptance → conversion to Invoice → payment collection.
- Own the automated document record pipeline: Order placed → Order document → Invoice on fulfillment → Receipt on successful payment.
- Define the rules, triggers, and customization options governing how documents move through each stage — including partial payments, payment reminders, disputes, and failure handling.
- Ensure the payment collection experience embedded within documents — pay-now flows, payment link generation, confirmation states — is seamless and conversion-optimized.

E-Signature & Contracts
- Lead the build of HighLevel's native e-signature product — a direct alternative to standalone contract tools — supporting legally binding signatures across document types.
- Define signature workflows: single and multi-party signing, configurable signing order, decline flows, tamper-evident audit trails, and certificates of completion.
- Identify which document types beyond Contracts should support signatures — such as Estimates requiring customer acceptance via signature — and build the right interaction models for each.

Catalog & Line Item Management
- Own the integration between Documents and the product catalog — ensuring Invoices, Estimates, and other commercial documents can pull line items directly from a merchant's catalog.
- Design the ad-hoc line item experience: allowing users to add one-time items inline (e.g., a field service rep creating an invoice on-site for work performed) with a clear, low-friction option to either save the item to their catalog or keep it as a single-use entry.

Cross-Functional Collaboration
- Work closely with the PIM team to ensure catalog flexibility supports document use cases, including ad-hoc line items and service-based products.
- Partner with the Commerce Operations team to ensure document events — invoice issued, estimate accepted — correctly trigger downstream order and transaction workflows.
- Collaborate with engineering and design to maintain a high bar for builder performance, accessibility, and mobile responsiveness across all document surfaces.

- Users can create, send, and collect payment on a professional invoice in under five minutes
- The document builder is adopted across all commercial document types, with high template creation and reuse rates
- HighLevel's native e-signature product reduces user reliance on third-party contract tools
- Automated document pipelines run reliably across all order and transaction events
- Ad-hoc line item flows have no meaningful drop-off in invoice completion rates

- 8–10 years of product management experience
- Experience building document creation, form-builder, or workflow products
- Familiarity with payment or billing flows — invoicing, estimates, or financial document lifecycles
- Strong UX instincts with a track record of shipping complex, multi-step workflows that feel simple to users
- Ability to manage a product surface with significant cross-team dependencies

- Experience with e-signature, contract management, or legally binding document workflows
- Experience building drag-and-drop, no-code, or AI-assisted visual builders
- Background in B2B SaaS products serving small business financial workflows — billing, proposals, or payments
- Familiarity with document generation at scale, including templating engines, PDF rendering, and delivery infrastructure

- PMs who have built at the intersection of documents, workflows, and money — and understand that a great invoice flow is also a great payments flow.
- Builder PMs who care deeply about the end-user experience on open-ended creation tools, and know how to reduce complexity without reducing capability.
- Product managers energized by the challenge of replacing incumbent point solutions by building something more integrated, more intelligent, and more delightful.

At HighLevel, we foster an exciting and dynamic work environment driven by a passionate team. We believe in a collective responsibility where no task is considered someone else's job. Our unwavering focus is on providing value to our users, and we achieve this by delivering solutions swiftly through lean principles, allowing us to bring products to market in a matter of weeks rather
than quarters. Every good idea is put to the test, ensuring that we maintain a high standard of innovation. We prioritise the well-being of our team, recognizing that by taking care of them, they can better serve our users. We embrace the concept of continuous and iterative improvement, understanding that progress is an ongoing journey. We are also a well funded & profitable
company.

Join us at HighLevel, and you will have the opportunity to learn the intricacies of scaling a B2B
SaaS startup and develop impactful products that cater to the needs of our customers