Skip to main content
Solved

How can I create and share Templates to clients?

  • September 29, 2023
  • 4 replies
  • 98 views

andrey-aires-voiicr

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.

Best answer by Lucas Democh

@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

 

View original
Did this topic help you find an answer to your question?

4 replies

lucas-lacerda-pipefy
Pipefy Staff
Forum|alt.badge.img

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

 

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


andrey-aires-voiicr

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?


Lucas Democh
Forum|alt.badge.img+15
  • Pipefy Legend
  • 396 replies
  • Answer
  • October 2, 2023

@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

 


Ezequiel Souza
Forum|alt.badge.img+14

👍


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings