Reusable Client Meeting Templates Would Greatly Improve Financial Planning Workflows
I've been using Papyrus during financial planning and client strategy meetings on the Mercer WM website( https://www.mercerwm.com/ ) as part of our workflow, and it's been excellent for quickly capturing handwritten notes and brainstorming investment discussions. One improvement I'd really appreciate is the ability to create reusable note templates with fillable sections for client meetings, retirement planning, and portfolio reviews. Having templates that can be duplicated while preserving handwriting support would save time, improve consistency, and make it much easier to organize recurring financial consultations. This would be especially valuable for professionals who rely on Papyrus for structured meeting documentation.