Create Your Own Template | Feature Requests

Create Your Own Template

complete

Jake Pacer

great product so far, would really like to see the ability to create your own template that could be reused for each new potential client (a quoting template)

October 27, 2022

Shubham Rajelli

marked this post as

complete

Hey All! We have launched this feature. Read more https://www.heybase.io/blog/introducing-custom-templates-with-dynamic-personalization

Shubham Rajelli

marked this post as

in progress

Himanshu Patel

What is the duplicate option for? Can we not make a template now and just duplicate it and create that for the client?

Shubham Rajelli

Himanshu Patel: Yes you can use duplicate option to achieve a similar outcome. We are planning much advance Templates creation with variable customization.

Shubham Rajelli

Himanshu Patel: Yes you can use duplicate option to achieve a similar outcome. We are planning much advance Templates creation with variable customization.

Shubham Rajelli

marked this post as

planned