Triggers when new template is created.
Triggers when new template is updated.
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Triggers when a new deal note is created.
Triggers when a new contact is added to the list.
Creates a new document template for future use.
List all an existing templates.
List all an existing submissions.
List all an existing submitters.
Clone an existing template.
Archive an existing template.
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