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Completed

Templates Improvement

I really like the templates because they make my service look exceptional. Following a conversation, I can send a professional page that clearly explains all the benefits and important details. However, one thing I find difficult is the payment-date setting. It can be quite confusing to understand and select the correct dates. It would be helpful to have an option that automatically schedules the first payment for a set number of days after the template is sent, for example, 3,5, or 7 days later. This would allow me to send templates quickly and easily without having to manually adjust the payment dates each time, and the client would have up to a certain number of days to pay with some flexibility.

hamishb 6 days ago

1
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Completed

New direct debit templates

Hi, There is currently no option to change the display order of templates. For example, if I want to show the highest-priced option first for price anchoring purposes, the only way to do this is to delete and recreate each template in the desired order. Additionally, if text entered in the "Customer Benefit" section is too long, it extends beyond the visible area and wraps into a second section when displayed within the template. Once this occurs, there is no way to remove or edit that benefit because the delete ("X") button is pushed off-screen. The only workaround is to recreate the entire template from scratch. Both of these limitations make managing and updating templates unnecessarily time-consuming.

Lenny H 2 months ago

1
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