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This article will show you how to manually mark a proposal as Signed.

How do I manually mark a Proposal as Signed?

This article will walk you through the steps on how to Duplicate a Proposal.

How do I Duplicate a Proposal?

This article will show you how to add or change a proposals header image.

How Do I Change A Proposal's Header Image?

This article will walk you through the steps on how to add Scope & Pricing to your proposals!

How do I add Scope & Pricing to a Proposal?

This article will show you how to add a Markup percentage to your proposal.

How do I add Markups to my Proposal?

Proposals

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Create your workspace and invite the people you work with.

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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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