Agent would like the ability to create a template (recipient, subject and email body) and apply it to emails sent from the property file.
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SkySlope Supportposted
5 months ago
Admin
Created By Ash Barber
Requester
Hi there, I wasn't the agent in question who reached out to Miguel, but just found this thread but I know our team would love to see this implemented.
We would like to have the ability to create message templates when sending out emails from the file in the "Documents" tab. If this email setup could include a dropdown of our available email templates (shared and personal), that would be perfect.
Some example uses for us are sending a CDA to our agents for their approval, and sending that CDA to the escrow officer on the transaction. From past use of SkySlope in different teams, I've also sent emails from the documents tab to provide documents for other parties to review, or to request follow up on something within the documents. (Sending a transaction checklist, as can be done with "Update Agent", is only appropriate for some forms of communication we would like to use this platform for, not all.)
I would like to see shared templates we create available in admin settings (similar to checklists), but also allow users to create their own (unshared) templates that are accessible as a tab in "My Account" for each user.
We want this accessible in the files themselves (from the Documents tab as stated) and would not use the Office Inbox for this kind of feature.
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Thanks for the feedback, Miguel!
A few follow-up questions:
How often do you email from SkySlope currently? Do you use the Office Inbox functionality?
What are some examples of emails you would want a template for? Who are the most likely recipients?
Where in the SkySlope app do you see these templates living?
Created By Miguel Razo
AgentAgent would like the ability to create a template (recipient, subject and email body) and apply it to emails sent from the property file.
0 Votes
2 Comments
SkySlope Support posted 5 months ago Admin
Created By Ash Barber
RequesterHi there, I wasn't the agent in question who reached out to Miguel, but just found this thread but I know our team would love to see this implemented.
We would like to have the ability to create message templates when sending out emails from the file in the "Documents" tab. If this email setup could include a dropdown of our available email templates (shared and personal), that would be perfect.
Some example uses for us are sending a CDA to our agents for their approval, and sending that CDA to the escrow officer on the transaction. From past use of SkySlope in different teams, I've also sent emails from the documents tab to provide documents for other parties to review, or to request follow up on something within the documents. (Sending a transaction checklist, as can be done with "Update Agent", is only appropriate for some forms of communication we would like to use this platform for, not all.)
I would like to see shared templates we create available in admin settings (similar to checklists), but also allow users to create their own (unshared) templates that are accessible as a tab in "My Account" for each user.
We want this accessible in the files themselves (from the Documents tab as stated) and would not use the Office Inbox for this kind of feature.
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SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentThanks for the feedback, Miguel!
A few follow-up questions:
Thanks again!
Carlo, Product Manager
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