Ploomes

Learn how to edit fields in the Quote form.

How to edit a field in the Quote form?

Learn how to configure approval rules (business rules) for quotes, orders, or documents.

Approval Flows

Learn how to activate the Orders module within your account.

How to activate the Orders module?

Learn how to adjust the decimal places of a percentage field.

How to adjust the decimal places of a percentage field?

Learn how to determine what the next number to be filled in the sequential code will be.

How to edit the sequential code in Quotes, Orders, or Documents?

Learn how to create a field with pre-registered options within a document template.

How to create a pre-registered options field in a document?

How to create a JavaScript formula in the quote to find the highest value from a list of products

How to Get the Highest Value from a Quote Product Field

Learn how to add a user field inside your Quote.

How to add a custom user field to a Quote?

Learn the meaning of the message "The field must belong to a product list."

What does it mean when a field "must belong to a product list"?

How to Prevent Creating a Quote/Order/Document Without a Product

Why aren't the values of some orders being included in the "Orders completed" summary?

Understand how to share documents with customers in Ploomes through different channels: PDF, Email, Web Link, WhatsApp, and e-signature tools.

How to share a Quote, Order, or Document with the customer?

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Universidade Ploomes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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