Proposales

Sometimes technology goes a little strange, this page will guide you on a few things you can do to get back on track

General troubleshooting

Can I remove a proposal from my report?

Can I switch between including and excluding VAT?

Can I download a proposal as a PDF?

Can I add terms to a proposal?

Can I preview proposals before sending?

Can I add custom pricing units?

Discover the perfect way for in-house sales teams to support their field sales colleagues

How do I send a proposal on behalf of a colleague or field sales?

Can I access Proposales from a mobile phone?

Legally binding digital signature, trusted by leading hotel chains.

Signature & legality

Is the recipients accept binding?

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Signature - Proposales as the contract

Duplicate, Delete, Test and Save as Temple has been moved.

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Function Sheet (PDF)

By using the split tax rate function in the Content library you can have tax splits set up on a product.
Content -> Select Product or Create New ->Set Tax…

Set split tax rate on Product

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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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