Slate Documentation

Visual Kanban boards with custom stages, statuses, and fields. Model any workflow without writing code.

Manage people and companies across all your pipelines. Link contacts to items, track activity, and store detailed contact information.

Track to dos and follow ups with list and calendar views. Assign to team members, set priorities, and link to items.

Organize users into teams. Control access to pipelines and stages with granular user and team permissions.

Create, send, and track proposals with PDF generation and public sharing links.

Invoice management with payment tracking and public invoice pages for customers.

Send proposals for electronic signature with a consent flow. Track signing status in real time.

Product catalog with stock tracking. Record adjustments, view history, and update stock levels in bulk.

Handle email conversations directly inside your pipeline with a shared inbox, threading, and delivery tracking.

Send from your own domain. Create reusable email templates with variables for automations, proposals, invoices, and support tickets.

Seven report types covering funnels, velocity, activity, win/loss, revenue, trends, and forecasts with CSV export.

KPI dashboard with key metrics, pipeline funnel visualization, and item trend tracking at a glance.

Score items based on configurable rules per pipeline. Use scores for card colors, reporting, and automatic decay for stale items.

Multi step workflows with conditions, delays, emails, webhooks, and stage changes. Trigger on item events or schedules.

Catch duplicates before they are created. Configure match fields, scope, and behavior per pipeline.

Connect external tools with inbound and outbound webhooks, web forms, CSV import, and a REST API.

Embeddable lead capture forms with custom styling and rate limiting.

Bulk import items from spreadsheets with progress tracking and rollback support.

API key authentication with scoped access and rate limiting. REST endpoints for items, tasks, pipelines, and webhooks.

Step by step walkthroughs for common tasks. Create pipelines, send proposals, set up automations, and more.

Answers to common questions about accounts, billing, data, and security. Get help from our team.