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Create a quote from scratch or a template, add the customer and quote content, and send it for approval.

Create and send a quote

Add a product with a name and unit, then configure its price and commercial details.

Create a product

Update product information, base prices, variants, and automatic price rules.

Manage products and prices

Use search, filters, favourites, and product types to keep the product list easy to use.

Organize and find products

See whether a customer has opened, accepted, or declined a quote and review the recorded response.

Track customer quote approval

Find a quote, update its customer and content, and understand when a sent quote must be unlocked.

Manage and update a quote

Build reusable quote content and use it as the starting point for new quotes.

Create and use quote templates

Quotes and products

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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.

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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.

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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