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Automation module: when documents based on templates are emailed/attached, customer default template should be an option

started a topic about 1 month ago

 Automation module: when documents based on templates are emailed/attached, customer default template should be an option

This would make the new feature of default templates much more useful, or it would be make automation more useful, depends on how you look at it. But at the moment you can use the cool new feature of customer default templates, or you can use the cool new feature of Automation, but you can't do both (if you want to send documents to customers, which is a big feature of Automation).


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