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Communication

8 results found

  1. Ability to add documents to email templates

    I want to be able to create an email template that contains several documents within it, That way when the customer receives the email, they can click on each document to pull them up to review it, print it, sign it, etc.

    29 votes

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    2 comments  ·  Templates  ·  Admin →
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  2. Ability to adjust line spacing on document templates

    I'd like to be able to adjust the line spacing within the document templates rather than having to copy/paste from a Google Doc to get it right. There should be something built in to the template along the toolbar that allows for line spacing adjustments.

    12 votes

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  3. Be able to add PDF's to email templates for automations

    We want to add a PDF to our welcome email template for an automation, but we're not able to. I'd like to be able to do this.

    10 votes

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  4. Create a note section in Activities section

    Place a section on top of the activities thread that would separate and prioritize notes themselves. Often notes get lost in the sea of communication/ emails thread. Seems it would be better to separate them as most that are important and made to notify. Also, could be helpful to allow notes to be prioritized by degree of importance through color code or some type of labeling.

    5 votes

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  5. Keep Insert Template Field open when clicked

    If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.

    5 votes

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  6. Ability to make email templates private/restricted

    The ability to make email templates private to each individual user.

    5 votes

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  7. Upload Video to Email Template

    We would like to add a short "introduction video" of each of our salesmen to our "welcome email".

    5 votes

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  8. If-Then programming within templates

    It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.

    2 votes

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