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Having the ability to set up templates based on situations. IE; Flat Roof Row HomesThis would involve creating multiple templates that are associated to a dropdown and you’re able to select from that dropdown. Helpbase Articles:<span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5NTQ2ODI1IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="How to add Home &amp; Auto Templates">@How to add Home &amp; Auto Templates <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiIwOTIzNDgwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Templates - Home">@Templates - Home <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5MzQxNzI0IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Templates - Auto">@Templates - Auto

Situational Templates

David Watson

RiskAdvisor

Situational Templates

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