Enhancing Flexibility for Intuit Link Batch Invites and Template Customization

Currently, there is a significant gap in how we can customize client requests when moving between single and batch invites. Specifically, I am looking for more granular control over the individual modules (Engagement Letters, Questionnaires, and Checklists) to better fit my firm's existing workflow.

First, when using the batch invite tool, we need the ability to manually uncheck or remove the Engagement Letter module before sending. Currently, the batch tool forces the letter included in the template, which creates a conflict for firms like mine that prefer to send a custom PDF engagement letter outside of the Link interface.
Second, I am suggesting an update to the "Organizer Template" creation page. There should be a simple toggle to completely disable or "turn off" the Engagement Letter and Document Checklist sections at the template level. This would allow us to create a "clean" template that only includes the specific items we want, without the system forcing us to include placeholders or proforma data.
Providing this level of flexibility in both the template settings and the batch sending screen would ensure a much more professional and streamlined experience for our clients.