Auto-add standard documents/folders upon quote acceptance

I want to be able to automatically add a specific folder with standard documents to every new project once a quote is accepted. Currently, I have to manually upload the same files for every client, and having them auto-populate would save a lot of time.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

2 days ago

Author

ANITA REITINGER

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