Get templates from Marketplace

Índice

Marketplace visión general
View templates in the marketplace
Download templates
Add template review
Nuestra biblioteca de plantillas (obsoleta)

TaxDome Marketplace es como la App Store pero para las plantillas de TaxDome . Con ella, puedes ver, descargar, personalizar y opinar fácilmente sobre tus nuevas plantillas. En este artículo te contamos cómo.

Marketplace visión general

Marketplace provides the advantage of best practices and the opportunity to enhance your processes by applying templates shared by professionals. Apply ready-made templates for pipelines, proposals, tasks, emails, and more to save loads of time. You can view, download, and purchase templates created by other firms, as well as access free templates designed by TaxDome and other content creators.

Así es como funciona cuando quieres aplicar plantillas:

View and find templates to add to your workspace. Each template has a detailed page with a description, image, and video which help you to ensure if it will be helpful for you.

Consejo

You can search for country-specific templates by using Ctrl+F and the keyword in your browser. For example, to find Canadian content, use Ctrl+F and type CAN in the search field.

Descargue y edite las plantillas descargadas. Puede obtener diferentes tipos de plantillas una a una (por ejemplo, propuesta, firma) o descargar una plantilla proyecto que incluye automatizaciones y todas las plantillas que contiene, como para tareas, formularios, correos electrónicos y más.
Start using them, then provide feedback through a simple web form.

…and enjoy your refined workflow!

View templates in the marketplace

In the Templates > Marketplace section, you can find available templates displayed as cards. Each template card shows its price or a Free label.

To quickly find the templates you need, you can:

a) Navigate by category tabs: view all templates or a specific type (pipelines, organizers, folders, etc.).

b) Sort templates by Most popular, Newest, Price (lowest/highest), or Name (A-Z).

c) Filter templates by country or language.

haz click en cualquier tarjeta para abrir la página de la plantilla. Verás:

Template’s author/update date. It might be created by TaxDome or third-party content creators.
La descripción de la izquierda y la imagen de la derecha le proporcionarán todos los demás detalles. Mira los vídeos para saber aún más.

Download templates

To download a template, click on the button with its price or on Get for free at the top.

If the template is the paid one, you will be required to enter your payment details and proceed with the payment first. You can find out more about your payment options in the article .

The downloaded template will appear in your template library which you can access by navigating to Templates > Firm templates. You will get an Inbox+ notification about each downloaded template.

Consejo

By downloading a pipeline template you’ll also get all the templates inside it, such as for tasks, client chats, emails, and so on. If you delete a pipeline template or remove some automations from it, it won’t delete the templates downloaded with it.

Add template review

Puedes añadir tu opinión sobre cualquier plantilla y puntuarla. Esto nos ayudará a mejorar el contenido de marketplace .

From the template page, click the Add a review link at the top to open the feedback form, enter your feedback, and click Submit.

Nuestra biblioteca de plantillas (obsoleta)

The template library is the old storage for free templates developed by TaxDome before the marketplace release. It will phased out with the development of Marketplace but you still can download templates from it for now. You can look for the template by the category you need, copy it, and then edit it according to your needs.

Templates can be copied from the library by a firm owner, an admin or any team member with the access rights to manage templates .

Para añadir plantillas desde la biblioteca, siga estos pasos:

1. From the left menu bar, go to Templates > Firm templates.

2. Open the tab for the type of template you’re looking for at the top and click Copy from library.

3. Haga clic en el icono de copia situado a la derecha de la plantilla que desea utilizar. Se añadirá a tu lista de plantillas y podrás editarla si es necesario.