Document templates transfer through snapshots to sub accounts
in progress
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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
S
Sales & Marketing
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Greg Preston
THANK YOU GHL TEAM!!!!!!
S
Sales & Marketing
in progress
D
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?
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Cody Tuma
How is this not a thing
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Alicia Streger
yes 100% agree! Need this!
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Dave Daniel
This would save a lot of time and make the snapshot much more valuable
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