Review / Edit Welcome Letters before sending
Having had this in our last billing system, it would be nice to have the option to review / edit the welcome letter before sending to the client.
For example, we may want to edit or add some text depending on the client. We may want to include a personal note to them depending on the order and the process it went through, etc.
Just needs to popup in a editor window, fully populated as the system normally would, then allow a quick review and press send.