WhatsApp template: documents needed for your application
Once eligibility facts are captured and the application can start.
A utility template, sent once eligibility facts are captured and the application can start. Usually sent outside the 24-hour window, so it is charged: ₹0.115 per message in India, before GST.
The template
Hi {{1}}, to file your {{2}} application we need: {{3}}. Send photos or PDFs here — they attach to your file. Anything missing by {{4}} and we will remind you once.Variables
{{1}}— Customer name{{2}}— Product{{3}}— The documents, as a short list{{4}}— Date
Filled in
Hi Neha, to file your home loan application we need: PAN, Aadhaar, last 6 months' bank statements, last 3 salary slips, and the sale agreement. Send photos or PDFs here — they attach to your file. Anything missing by Friday and we will remind you once.
When to send it, and what gets it rejected
One message with everything, and why. The reminder that follows should name only what is still missing; a second full list reads like nobody is looking. Documents sent to the thread stay there beside the record for the person who files.
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 "Document checklist" 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 "Document checklist" 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 "Document checklist"?
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 loan & insurance agents
- Loan enquiry received — The moment a loan or policy enquiry arrives, before eligibility is looked at.
- Application status — When the lender or insurer moves the file — sanctioned, needs more, issued.
- Renewal due — Thirty days and seven days before a policy the customer holds lapses.
Ready to put your sales on autopilot?
Start freeNo coding required. No credit card required.