WhatsApp template: documents required for your filing
Once an engagement starts and the matter needs documents.
A utility template, sent once an engagement starts and the matter needs documents. Usually sent outside the 24-hour window, so it is charged: ₹0.115 per message in India, before GST.
The template
Hi {{1}}, for your {{2}} we need: {{3}}. Send them here as photos or PDFs — they stay with your matter. We need them by {{4}} to file on time.Variables
{{1}}— Client name{{2}}— Matter{{3}}— The documents, as a short list{{4}}— Date
Filled in
Hi Mr Iyer, for your GST return for September we need: sales invoices, purchase invoices, and the bank statement for the month. Send them here as photos or PDFs — they stay with your matter. We need them by 15 October to file on time.
When to send it, and what gets it rejected
One message with everything; the reminder that follows names only what is missing. The date is the firm's internal deadline, not the statutory one — leave a margin.
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 required" 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 required" 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 required"?
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 ca, legal & consulting firms
- Consultation booked — Once a partner has confirmed the consultation time.
- Filing completed — When a return, registration or filing is done.
- Deadline reminder — Before a statutory date on a matter the client engaged you for.
All templates for ca, legal & consulting firms · Every industry
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