Whether you deal with papers day-to-day or only from time to time need them, DocHub is here to help you take full advantage of your document-based projects. This platform can copy email in Software Development Proposal Template, facilitate user collaboration and create fillable forms and valid eSignatures. And even better, every record is kept safe with the top security requirements.
With DocHub, you can access these features from any location and using any platform.
how to clone email templates across the modules it is possible to clone email templates across the modules in servo crm click on customization templates you can see the email templates here i have created welcome email template for contacts module big deal alert which is the default template that comes with crm though i have created welcome email template for contacts i wanted to clone the same template for leads module click on the required email template you can see the clone option in the right side enter the name for the new template select the required module from the drop down i am selecting leads once you clone it it will open the template edit page i could see a message which says please remove or change the unsupported merge fields as im creating this template for leads module i have to remove contacts dot first name merge field and enter the first name field from leads module so im removing contacts dot first name merge field now press hash and select first name from the le