Communication
7 results found
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Proposal Date Template Field
I would like to add a template field for email templates for "proposal date". I need the email to reflect the date that a proposal was created and/or sent to the customer.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Document template field for most recent approved/signed estimate number
A template field for most recent approved/signed estimate number to plug into document templates
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability to for users to only see their email templates
Ability to have each employee see only their own email signature template as opposed to seeing everyones email templates.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Custom Work & Material Order #s
Hi there! We use different order #s for different vendors & subs. The current token options are not sufficient. Or at the very least enable us to edit each individual work or material order #.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Additional Template Fields
It would be helpful to be able to automatically enter a related contact name in the subject line of an email and also add the name and contact info of a related contact in the body of an email template.
3 votesMerged with other ideas, fixed, or declined.
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Edit Email When sending Work Orders
When sending a work order directly, it would be beneficial to be able to remove or customize the verbiage that is included in the email.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability to hide certain email templates
I want to be able to hide the email templates for which I have made automations to send. The sales team, as well as other workers, do not need to use these email templates, so i would like to have the ability to hide them to make the list that others see more simple.
6 votesNot enough community interest.
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