Ability to Edit Generated Email Before Sending

Before sending any system-generated email (quote acceptance, rollover, termination notices, approvals, reminders):

Users must be able to:

  • Edit subject, body, and attachments

  • View merged field outputs

  • See which fields must not be removed (e.g., signed URLs, OTP tokens)

  • Save the final sent version to the audit history

  • Make per-send customisations without changing master templates

Who Benefits?
Admins, Users, Drivers
Business Impact
Retention, Efficiency, Compliance
Product Category
UI / UX Improvements
Priority
Medium
How valuable is this feature to you? (1-Low, 5-High)
3

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Upvoters
Status

Planned

Board
πŸ’‘

Feature Request

Date

6 months ago

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