Document templates transfer through snapshots to sub accounts
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B
Brennan Sutey
Its really crucial for many agencies to make document templates show up in snapshots so certain documents can be made available to client subaccounts.
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S
Sales & Marketing
complete
Alexander Rabu
We need this feature ASAP please, this is insane that it's not a feature already. please work on this ASAP
S
Sales & Marketing
Merged in a post:
Include Proposal/Estimate Templates Inside Snapshots
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Devon Angle
We have a template that is used inside our SaaS product, unfortunately we have to manually create this each time a new sub account is created. The template includes custom variables and fields that import the information from the Contract. Bring this into the snapshot creation would be a huge bonus for the GHL community
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Sales & Marketing
Merged in a post:
Ability to Snapshot Proposals/Estimates
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Bethan Perel
Please add Proposals Estimates to be included in the snapshot creator, so that these can be copied or delivered across subaccounts.
S
Sales & Marketing
Merged in a post:
Document Templates in Snapshots
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Tom
Document templates should be captured in snapshots! That way we can create template contracts/documents for our clients and have them included by default.
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Greg Preston
THANK YOU GHL TEAM!!!!!!
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Sales & Marketing
in progress
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Devon Smart
Any update on this? This is major
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Greg Preston
Why would GHL release anything that can't be transferred across sub-accounts?
C
Cody Tuma
How is this not a thing
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