Customer Feedback Summary:

A customer shared that it’s frustrating to manually save templates every couple of minutes, as it interrupts their workflow and causes them to lose progress if they accidentally click outside the editor. They would like an autosave feature while editing templates.

Additionally, they requested:

• The ability to use bullet points in template formatting.

• Better table handling (e.g., organizing tables under sections, making them easier to use in documents).

Customer Impact:

• Reduces risk of lost work and frustration.

• Improves efficiency and ease of use when creating templates.

• Makes session notes and reports more user-friendly for clients.