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This article will walk you through the steps on how to mark a proposal as Won or Lost.

How do I record a Proposal Outcome?

Leads

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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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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