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Open Templates &gt; Customer questions.

1. Open Templates &gt; Customer questions.
2. Review Question templates.

Review Question and answer options.

1. Review Question and answer options.
2. Check Create new.

<a href="https://support.between.as/en/articles/16123579-create-important-information-templates">Create important-information templates</a>

- <a href="https://support.between.as/en/articles/16123579-create-important-information-templates">Create important-information templates</a>

Create reusable customer questions and review how they are organized for quotes and orders.

Create customer-question templates

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Create customer-question templates

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Review the important details

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