Katipolt

How to add a Quote then Save as Quote OR Save as Estimate

Quote/Estimate (Add - Edit)

Quote - Manual Sections (Add - Edit)

How to add or edit Kitsets, Product Quote Lines and Ad Hoc Lines to a Quote's Manual Section

Quote - Kitsets/Quote Lines (Add - Edit) - Manual Sections

How to add a Quote Plan Section/Plan(s) from Visbuild

Quote - Plan Sections from Visbuild (Add - Edit)

How to add or edit Kitsets and Product Quote Lines to a Quote's Plan Section

Quote - Kitsets/Quote Lines (Add - Edit) - Plan Sections

How to Edit the Margin or Pricing of a Quote

Quote - Margin (%) and Total Price (Overview-Edit)

How to change your Quoting Labour Cost/Sell Price

Quote - Quoting Labour Cost/Sell (Edit)

How to update a Quote or Variation's pricing to use Today's Costs

Quote - Update Costs (Reset Unit Pricing)

How to Format Supplier Quoted Contract Price File ready for importing

Quote - Format Supplier Quoted Contract Price File

How to import Supplier Quoted Contract Pricing for your Quote

Quote - Import Supplier Quoted Contract Price File

How to order the Details and Plan Sections, Layers and Quote Lines of a Quote PDF

Quote - Reorder a Quote's Sections, Quote Lines, Plans and Layers

How to change your Quote PDF's Wording, Provisional Sums, Payment Terms and Inclusions & Exclusions

Quote - PDF Configuration for Submission

How to see on your Dashboard Quotes that are Unsent, Overdue or need Follow-Up

Quote – Manage Quote Submissions

How to send your Quotes digitally and have them Accepted digitally

Quote - Digital Quotes

How to add a Variation to an Accepted Quote or Accepted Variation

Quote – Variation (Add)

Austin Rasmussen

Quotes

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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.

{appName} in 60 seconds

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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