Create Templates for Client Requests

I would like the ability to create and save templates for the "Requests" I send to clients. This would save time and ensure consistency when requesting standard documents. Instead of creating a new request from scratch each time, I could select a pre-made template and send it quickly.

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Requests

Date

3 months ago

Author

Brooke Womack

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