Give sales one structured front door to product — capture the deal context behind each ask, weight by revenue at stake, and close the loop when it ships.
PMs drowning in 'this deal needs X' requests from the field.
Quick answer
The Roadmap intake from sales template is a ready-made workspace for PMs drowning in 'this deal needs X' requests from the field.
Roadmap intake from sales template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Field requests
SAML/SCIM needed to close a $120k enterprise deal
Required fields: deal size, stage, alternative, deadline.
Audit-log export requested across 4 open deals
Decline: bespoke white-label not on strategy
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
A request is submitted without deal context
Then
Move it to 'Need deal context' and ask the AE for size, stage, and deadline
When
Request moves to 'Shipped' or 'Declined'
Then
Notify every AE who attached a deal so they can update the customer
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
Product roadmap
A Now / Next / Later roadmap that flows discovery to ship, with initiative-level grouping and release notes at the end of the pipe.
View templatePRD tracker
Move specs from draft to approved with explicit review gates, so engineering never starts on a half-baked PRD.
View templateFeature requests
A single intake list for customer feature asks, deduped and labeled, so the loudest request isn't the only one you hear.
View template