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How can I create and share Templates to clients?

  • 29 September 2023
  • 4 replies
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Userlevel 2

I'd like to know how to create and share with my clients full proccess pipes and databases, so they can jump start their business with little effort.

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Best answer by Lucas Democh 2 October 2023, 17:23

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Userlevel 5
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Hi @andrey-aires-voiicr , how are you?

 

in this link, you can find lots of templates to show to your clients! 

Userlevel 2

Hey, @lucas-lacerda-pipefy. Thanks for sharing. 

Actually the question is if I can share some templates created by my company with new accounts created by my clients?

Userlevel 7
Badge +15

@andrey-aires-voiicr yes, it’s possible.

 

If your customer is also a Pipefy customer, they first need to add you to their organization.

 

You will then follow the steps below:

 

Edit Pipe > Pipe Settings > Clone this Pipe > Select the Organization to Clone the Pipe

 

Userlevel 7
Badge +13

👍

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