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Document Template Variations

Feature RequestDocument Builder

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.

Posted by Mark Gunter ·
Status: Accepting Feedback1 comment

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Comments1

  • Richard Bannister

    •

    Jun 9, 2025

    Or have logic in the template to dynamically change the document based on prompts or client fields