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Need: Widgetized client portal with drag-and-drop layout and per-widget visibility controls for white labeling. Key requirements: Drag-and-drop layout with configurable sections (event details, contract, invoice, forms, comms) Per-widget visibility controls to hide partner/attend

Need: Granular discount control with percentage and fixed amount options, plus the ability to exclude certain line items from discounts. Key requirements: Percentage and fixed dollar amount discounts Line-item exclusion rules (e.g. travel/hard costs not discountable) Scope contro

Need: Track trade deals (e.g. tickets in exchange for services) as distinct financial entries, not just discounts. Key requirements: Trade as a payment type with 'received' status Trade reporting comparable to payment reports Integrated reconciliation replacing separate spreadshe

Need: A structured venue object with name, address (city/state), rooms/sites, travel time vs distance, driving/parking instructions, and persistent notes (Wi-Fi, load-in, security). Key requirements: Travel cost calculation based on venue distance/time Rooms/sites as sub-location

Need: Per-user task filtering so each salesperson sees only their own follow-ups, with saved filter views and shareable links. Key requirements: Per-user task/follow-up filtering Saved views per person (e.g. Sarah's booked events, lost sales) Follow-up tracking for calls, message

Need: A calendar side pane showing expanded day preview with configurable fields, booked vs non-booked counts, and per-user calendar display config. Key requirements: Day side pane with configurable event card fields Color coding by status/event type (booked=green, leads=blue, co

Need: Customizable dashboard with widget options for active leads by event type/status, revenue, events booked, popular dates, pending events, projected income. Key requirements: Per-user widget customization with layout templates Sales manager team-wide performance view Dashboar

Need: Forms that auto-select question sets based on sold package/add-ons/event type, write back to event fields, and support planning lockouts. Key requirements: Dynamic form generation tied to package/add-ons/event type Form responses auto-update event/project fields Global and

When an automation creates a task (e.g. contact form submitted), let the operator set the due date as N days/weeks after the task is created via a Due date dropdown option — same idea as “relative to project start/due,” but anchored to creation time. Why: Follow-ups like “Sales c

I want to connect my Twilio account to Talleflow so I can send and receive text messages (SMS/MMS) without leaving Talleflow. What I need Connect Twilio using my Twilio credentials (Account SID, Auth Token, and a Messaging Service or phone number). Send SMS (and optionally MMS) t