Send a bid confirmation
Build a confirmation template that asks one question only you can answer and reuses the rest from the case, run it to generate the PDF, then compose a Gmail draft you review and send yourself.
The invitation is filed and its values live on the case. You produce a response that confirms your bid amount, generate the PDF, and place it in the client's inbox.
Build the confirmation template
A confirmation needs two kinds of values. You reuse facts that already exist on the same case, like an identifier or an address. The bid amount is a number you decide. The Form field input asks you to type this value once per run.
The answer lives on the Data tab. A Static input uses one fixed number on every run. An Extracted input sends the AI reading through the document. A Form field stops and asks you.
Building templates works on the Free plan. The Free plan permits 3 templates.
Run it and compose the draft
Running templates against cases and composing drafts require the Pro plan. Open the case, open the invitation file and click Run a template. The run screen covers the case, and the list beside it shows the workspace's templates with what each one reads. Pick yours. Because your template has a question, the Answers for this run card shows the field for you to fill.
The screen also has Instructions for this run, applied to the next run only. In the template editor, the same override lives in the Run button's caret menu under AI instructions for this run. You leave this blank to use the default template logic. You must answer a required question before the run starts.
When you run a template, the finished PDF lands in Documents. The case stores every file as a peer row in one flat list. The generated file shows a subline with the date and template name.
The Documents console also runs templates that read no file on the case, under Generate from template. The run form there uses an Add AI instructions disclosure and an Answer with chat button.
Document Blueprint builds the email and creates a real draft in your own Gmail. The app opens the pre-filled draft in a new tab. You click Send yourself from Gmail. The sender is always the person who is signed in.
Saved email templates offer tokenized subjects and per-category attachment rules. Owners and workspace admins keep them in the dashboard's Email templates view. To start from one, click Select in the toolbar, check the case, open Email templates, click the template in the sidebar, and click Compose email. Otherwise the email starts from the workspace's default template, or from Last used once you have created a draft in this workspace. You can click Save as template… in the email's footer to keep a new setup. You switch attachments to Link to stay under Gmail's 25MB attachment cap.
One case carries both directions of the conversation.
The next step is to track the invoice.