WhatsApp template: documents needed to proceed
Terms are agreed and the paperwork starts.
A utility template, sent terms are agreed and the paperwork starts. Usually sent outside the 24-hour window, so it is charged: ₹0.115 per message in India, before GST.
The template
Hi {{1}}, to move ahead with {{2}} we need {{3}}. Send them here as PDF or photo and we will confirm receipt. Target for the agreement: {{4}}.Variables
{{1}}— Lead name{{2}}— Property{{3}}— Documents list{{4}}— Target date for signing
Filled in
Hi Priya, to move ahead with Skyline Business Park we need the company's incorporation certificate, GST registration, PAN and two directors' ID proofs. Send them here as PDF or photo and we will confirm receipt. Target for the agreement: 20 October.
When to send it, and what gets it rejected
The full list in one message. Paperwork that arrives one document at a time over two weeks is how a deal loses momentum; a target date gives both sides a reason to move.
Submitting it to Meta
Create it in WhatsApp Manager (or through your tool) with the category Utility, paste the body with the {{n}} variables, and give each variable a sample value from the example above — Meta’s review reads the samples. Approval usually takes minutes to a few hours. If it comes back re-categorised as marketing, a line in the body reads as promotional; remove it rather than argue.
What it costs to send
In India, Meta charges ₹0.115 per delivered message for a utility template, plus 18% GST, when it is sent outside the customer’s 24-hour window. Inside the window it has been charged at the same rate since 1 October 2026. The pricing guide has the full rate card; Linkubit adds nothing to it.
Send it without typing it
In Linkubit this template is a step the assistant sends on its own when the moment arrives — the enquiry lands, the visit is booked, the shipment moves — with the variables filled from the record. Start free and connect your number.
Questions about this template
Is "Documents to proceed" a utility or a marketing template?
Utility. It is about the customer's own transaction, so it needs no separate opt-in, and it is charged at the utility rate inside and outside the 24-hour window since 1 October 2026.
What does it cost to send "Documents to proceed" in India?
₹0.115 per delivered message before 18% GST, on Meta's published rate as read on 18 September 2026. It is usually sent outside the window, so it is charged from the first message. Meta bills your own account; nothing is added.
Can I change the wording of "Documents to proceed"?
Yes. Keep the variables in order and none at the start or end of the body, keep the category honest — no offer, discount or "limited time" line in a utility message — and resubmit; the previous version keeps working until the new one is approved. The template checker tests a draft before you submit it.
More templates for commercial property
- Enquiry received — A lead has arrived — from a portal, an ad, or a walk-in form — and nobody has replied yet.
- Shortlist sent — You have two or three options that fit what they told you.
- Site visit confirmed — The visit is booked.
- Site visit reminder — The evening before, and once again two hours before.
- After the visit — The same evening as the visit.
- Proposal sent — The formal offer or lease proposal is ready.
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