Canned answers
Export MCP · local model

Follow-ups

2 canned answers · fields use [[field name]] · staff can add personal notes

Proposal follow-up

Hi name, Just following up on the proposal for project I sent over earlier this week. The investment comes to price, with a start date of start date. Happy to hop on a quick call if anything needs clarifying.

Invoice reminder

Hi name, A friendly nudge that invoice invoice number for amount is due on due date. You can settle it securely using the link in the original email. If you’ve already taken care of it, please ignore this note — and thank you!