Set Default Templates

create template for client message, info on invoices, footers, documents. I do not like the pre filled in client message, I have to tell the chat agent to change it every time. I also want to include a personalized message when I send out an invoice like I can with a proposal. I also want to include my signature with my name, title, contact info email and number on all my messages. At this time I have to manually add it in.

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Upvoters
Status

Completed

Board

πŸ’‘ Feature Requests

ETA
Feb 28, 2026
Date

5 months ago

Author

Dan Nelson

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