Quick requests enable you to send a request in a matter of seconds — all it takes is to choose a template and the client you want to send it to. This option is very convenient if you are frequently sending the same request to one or more of your clients. You can create quick requests from your custom templates or one of our ready-made options.
Sending a quick request
Click Add New in the upper-right corner of the dashboard and choose Quick Request from the drop-down menu. This opens the Quick Request Creator, so you can filter templates by categories or find one using the search box:
Click on the template you’d like to use and then click Next in the bottom-right corner. After that, choose a client just like in any other request:
The system will set the request name, due date, scheduled communications, and other parameters by default. If you don’t want to edit anything, just click Publish in the bottom-right corner to send this request to your client.