Hi there 👋

It'd be nice to create note templates like for example an intial lead meeting, I can follow a inital lead meeting note template to inquiry and gather the correct information.

I'd like to be able to create a contact using only a phone number, as I don't always collect a name or email

The problem Client document emails currently include a portal link, but no PDF attachment. Clients, especially accounts-payable teams, have to open the portal and download the document before they can process it, adding extra steps and potentially delaying payment. What we're bui

Need: In Calendar Month view, busy days collapse into "+N more", so you have to open a popover for each day to see everything booked. A Show all toggle should expand the calendar so every event on every day is visible at once. Key requirements: A "Show all" switch in the Calendar

For businesses outside the US (like us in Australia), temperatures in TalleFlow should display in Celsius instead of Fahrenheit. Default to °C based on the business's country Option to switch between °C and °F in business settings Applies everywhere temperature shows, including c

Right now, everyone on your team gets one of four roles: Owner, Admin, Member, or Collaborator. Each role comes with a fixed set of access. That works for small teams, but bigger teams need more control. Your production manager, logistics lead, staffing manager, and sales team al

Problem When you send a project email or contact email, you can already pick which connected email account it comes from. But when an automation fires off a Send Email or Send Document action, or when you manually send a document, there's no way to control the sender. It just goe

I want to set up my business branding once so everything my clients see matches my brand automatically. When I upload my logo and choose my brand colors and fonts, I want TalleFlow to use them across: The documents I create and send (including inside the editor, so I can pick my

I want a Talleflow mobile app for both iOS and Android so I can use Talleflow when I am away from my computer. I need to be able to sign in easily, see what needs my attention, and take action quickly from my phone.

If a customer of mine has paid a proposal or an invoice outside of the platform either through cash, check or zelle but they only paid the deposit (partially paid) then i'd like to be able to mark the invoice as partially paid manually.