Create Templates For Contact Notes
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Justin Nava
Add the ability to save note templates that we can pull up and start editing in the notes section for contacts.
Example would be creating sales questions that we can pull up in the notes window and then type the answers into the notes and save.
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B
Brooke Haynes
Yes yes yes!! We are really struggling with an internal documenting system that everything needed for the client was captured. We want to be able to turn a bot into a template - checklist and/or questions that have to get answered. Please! This would be super helpful across 12 of my sub accounts.
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Laura Timbrook
this would be super helpful for a few clients sales teams they have been asking for this.
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Jesse Remer
YES please! It would make our progress notes soo much more efficient.
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Sales & Marketing
Merged in a post:
templates in contact notes
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Michael Pierquet
I want to be able to set up templates in notes for notes I use all the time. That way I don't have to start from scratch every time meaning I can just click the template and then modify the couple areas that are unique to that contact's transaction that I am making a note about.
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Joseph Cristobal
I hope NOTE template can be added as a feature to make it more efficient in making notes on the account thus saving a lot of time for everyone using the app.
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Brian Del Terzo
I took for granted that this was available, understanding the ability already exists to create snippets (aka shortcodes or canned responses). What would be most helpful is the ability to create and save reusable note templates, so that when adding a note to a contact record, I can simply insert a pre-written template and then customize the specific details for that client. This saves time, ensures consistency across team members, and reduces the risk of missing important details.
This kind of functionality is pretty common in other CRMs, where snippets/templates can be used across emails, texts, and notes. Extending snippets/templates into Notes in HighLevel would bring it in line with those standards, making it much easier for teams to stay consistent and efficient