Ploomes

Learn how to update your product database by importing a spreadsheet.

How to update your product database?

Learn how to configure product filters for use in quotes.

How to configure and use product database filters in quotes?

Learn how to make adding products to your quote much more efficient!

How to quickly filter products in a quote?

Learn how to quickly delete your entire product database.

How to completely delete your product database?

Learn how to delete product groups that were previously created.

How to delete product groups?

Learn how to filter products according to their stock availability.

How to filter products by availability?

Understand why no information is displayed when accessing the product links page.

Why can’t I see anything when accessing the product links page?

Understand why the product name appears repeated in the “Group” field after a bulk import.

Why does the product name appear repeated in the “Group” field when importing products in bulk?

Understand why optional product options may not be displayed during a spreadsheet import.

Why don’t optional product options appear when importing a spreadsheet?

Diego Alves do Nascimento

Murilo Silva

João Pedro Ledo

Products

Universidade Ploomes

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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