Marketplace FAQ

Not sure how Marketplace works in TaxDome? Find the answers in this FAQ.

1. What kind of templates are available?

All types of templates are be available, except for Recurring invoices. They will be added at a later date. The library will include templates for jobs, tasks, workflows (pipelines), folders, emails, organizers, chats, Proposals & ELs, Invoices and Signatures.

2. How does downloading a pipeline work? If there are embedded automations, are they also added to my workspace?

Yes, if a pipeline template has automations, downloading the pipeline will add all of the automations to your workspace.

3. How do I know what’s in the template?

Marketplace listings have multimedia content (video, images) and creators are encouraged to provide content that conveys the value and benefits of their offering.

4. Can users make an announcement requesting a specific template?

Currently, there is no option for this, but we are considering ideas such as adding banners or featured templates. However, we don’t have details about the implementation yet.

5. Is there a rating or feedback system for templates, and can creators access this information to improve their offerings?

Yes. To rate a template and leave feedback, click Add a review on the template page. TaxDome can share this feedback with the creator.

6. How do I become a creator?

To become a creator, please complete the registration process . The link is also available in the portal interface.

7. If I make an update to my template, is it automatically pushed to the Marketplace?

Buyers will always be able to download the current version of your template. If the creator makes changes to the published template, those changes will be automatically reflected in the Marketplace. In other words, any changes made locally will automatically update the marketplace version.

8. So if I make changes to the template, are those who previously downloaded the template be automatically updated to the new version?

No, buyers can only download templates once. If they purchase a template on December 19 at 4pm EST, they get the template as of that time. If the creator makes changes on December 20th, previous buyers will not receive those changes. However, new buyers will get the template as of the moment they make the purchase.

9. Can I generate a link to a template I published for marketing purposes?

Yes. Click Share on a published template’s page in Templates > Marketplace or in your Creator hub to copy a link to it.

10. Is there a creator page where all my templates are stored?

Yes, creators will have a separate publishing page. An in-depth creator profile (logo, descriptions, etc.) will also be added, but not in the initial release.

11. Can creators communicate with users who have downloaded their templates?

No, not at this time. All information of those who download templates is kept anonymous, similar to the App store.

12. How are template-related issues addressed; are they communicated directly with creators or TaxDome?

All disputes are handled directly by the creators. Users who download templates should contact the creator with any issues.