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Have a feature request? This is the right place to post and vote for other ideas
A way for us to store a file/template as a file, and then later pick it up again and load it into the editor for further changes. Should also then be possible to refresh template fields etc.
Use case: Say you have created a template which you really need to add a bit of custom text to, here and there in the document. Whenever you do that, and your customer calls back and needs further changes you are lost.
So to be able to add or change Opportunity Line Items and other fields for that matter, open an excisting document based on a template and the edit on + refresh variables… Awsome!!
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