Document Template Variations

Rather than createing multiple variations of a document (e.g. a service and payment agreement for different client segments) in the main list, you could click into a document template and see the variations of that template you've made. AdviceFront had this and it's a small feature I miss.

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Document Builder

Date

Over 1 year ago

Author

Mark Gunter

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