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PDF attachments and canned emails

I currently onboard in Dubsado, and love that I can upload a PDF and a canned email for that PDF and send it out to a client. I'd love to be able to transition that over to DF. So I can send the 'what to expect' document at each phase of the project. And having those emails tracked and shown in DF within each project.

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  • Amy Galbraith

    •

    Jan 7, 2025

    Yes!!! Need this!!!