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🔹 What You’ll Be Able to Do Access your TalleFlow workspace through a link that feels like it’s truly yours. Instead of logging in through a generic app URL, you’ll be able to use something like: yourbusiness.talleflow.com Your workspace becomes your own space from the moment yo
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🔹 What You’ll Be Able to Do Give your clients a fully branded experience by using your own domain for your portal. Instead of sending clients to a TalleFlow link, you’ll be able to share something like: portal.yourbusiness.com Everything your client sees — proposals, invoices, c
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Every morning, TalleFlow could email you a short “what’s up today” digest tasks due, payments pending, and client replies. It’s like your personal assistant saying, “Hey, here’s your plan of attack.”
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When someone submits your contact form, the notification will now say "New Inquiry Received" instead of "New Project Created," and the project will be titled "New Inquiry" instead of "Contact Request." Clearer language so you know exactly what happened at a glance.
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Allow for me to opt into Stripe tax so that tax is automatically calculated based upon performed location (AKA the location of my event)
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I'd like to be able to duplicate an automation that I've created.
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I'd like to be able to update documents even after I've shared them with the client, so that I can adjust wording or even the recipient in case I made a mistake or need to adjust the wording of something.
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After an event is over, I have to manually download survey responses and send them to my client. I'd like to automate this process with a quick and easy button within my project that is linked to a snappic event and also create an automation action that automatically triggers bas
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I like that we can upload an attachment to a project. It'd be nice to be able to even attach a file directly in my notes so I know that the file is related to a specific note.
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I'd like to preview what the client portal would look like for a given project without having to manually create a test email account, add them to a project and then view the client portal as a 'test client'
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