Aisle Planner

Removing or Hiding the Discount Line on A Quote

Adding Taxable Service Charges and Taxes to Quotes and Quote Templates

Communicate what you need from your clients quickly and efficiently

Using the Notes Section of a Quote or Quote Template

Get your clients to sign your quotes, proposals, and contracts in a timely manner so you can book them and get paid faster.

Adding Expiration Dates to Quotes, Proposals, and Contracts

Once your client has accepted a quote, you can turn that quote into an invoice with just a few clicks.

🎥 Turning An Accepted Quote Into An Invoice

Time is a luxury. If you accept verbal approval from your clients, you can now accept quotes on their behalf.

Accepting Quotes on Behalf of a Client

Sara Kincaid

Everything you need to know about creating quotes, sending quotes and turning an accepted quote into an invoice

Quotes

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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.

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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.

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

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

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

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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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