Add a description field to a template for internal visibility
The name of a template becomes the document name our customer sees, which is fine. What we'd love to see is an internal description of the template to make it clear to our sales teams which template they're selecting.
For example, we have a variant with and without discount shown. If we set the template name to "without discount", the customer then sees this (or we have to delete every time) and that's not ideal.
Something in the highlighted sections would be brill.
2
votes
Ollie Stacey
shared this idea
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Savannah Faulkner commented
Ability to add a template description. This would be helpful when choosing a template when creating a document via a CRM