Reverting to old UI/Requesting change to new UI
Today I have been swapped me to the new UI, and I am wanting to revert to the old UI.
The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields.
When sending an email, I will often link these generated documents within the email as hyperlinks or add them as attachments.
With the new UI, if you click the Documents tab, and then click back onto the Email tab the draft email that you were writing disappears. You instead have to scroll down the page, find the draft email and click Edit Draft. This is frustrating, as I am sending lots of these emails with links and it really slows down the process for me.
Additionally, there are a number of posts regarding the automations of Sales Docs, such as this one that I created a while ago:
It seems to be a commonly requested feature.
I would love to know:
- Can I revert back to the old UI easily?
- Are there plans to have the draft retained in the email tab and not disappear?
- Are there any plans to address Sales Doc Automation requests?