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  1. Fields should tie to and update variables used in document

  2. Restrict access to the documents by using Grant access button  ·  Released

  3. Age Verification

  4. Updating Catalog from Proposal

  5. Read/Unread indicator for completed documents in the Documents list

  6. Add Cost Subtotal / Total Cost to Quote Builder Footer

  7. Enhanced Tagging System  ·  Not Planned

  8. Bulk Refresh/Update of Salesforce Fields Across All Workspace Templates

  9. Document Generation via AI

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