Hi there 👋

I create proposals that are tied to an invoice, and I want to pull invoice values directly into the proposal content so I do not have to manually type pricing details (and risk mistakes). Inside the proposal editor, I want to be able to insert invoice placeholders (Smart Tags) in

I should be able to add, change, or remove the contract due date at any time. I should be able to choose how many days in advance I want reminders (for example, 1, 3, or 7 days). If the due date changes or the contract is signed/closed, the reminders should automatically update o

What I need A “Send now” option and a “Schedule for later” option. When I choose “Schedule for later”, I can pick a date and time. The UI clearly tells me what timezone will be used (my business timezone), so there is no confusion. I can see that the campaign is scheduled after s

I want a referral link (or code) inside my account that I can copy and send to my clients. When someone signs up using my link, it should be tracked as my referral and automatically apply the promised reward (like account credit or a discount). I also want a simple place to see h

🔹 Objective: Launch a structured package and item selection system that allows clients to interactively choose services, configure add-ons, and generate real-time pricing directly within TalleFlow documents. 🔹 Why It Matters: Today, creatives manually piece together proposals,

I want to be able to add tags to my email campaigns, sequences, and templates, just like I can tag projects and contacts. This would let me group emails by topic, funnel stage, product line, or promotion so I can quickly find related campaigns and see how each group is performing

As a user, I want a built-in referral program so I can invite new customers and be rewarded when they sign up. What I need Give me a unique referral code or shareable link I can send to others. When someone uses my code/link, they receive a discount during signup or checkout. I e

As a user, when I’m in Communities > Connections, I want to click on a person in My Connections, Request Sent, or Request Received and be taken to that person’s public profile so I can view more details about them. If the person is not connected to me and their profile is private

Action menus on Kanban cards for Projects and Tasks, so key actions are available directly from each card instead of requiring a view switch. This improves speed for common workflows like edit, duplicate, delete, and project sharing while preserving drag-and-drop stage/status upd

There's a lot more triggers and actions but now we need more conditional options to help customize it further depending on our needs