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.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

Almost 2 years ago

Author

Sarah Kirkpatrick

Subscribe to post

Get notified by email when there are changes.