D-Tools

Adding items to a quote

Creating a new item within a quote

How to edit or update the details of a product, package, alternate set, and labor type from their side panel

Editing or updating the details of an item

How to edit or update the details of multiple products, packages, alternate sets, and labor types from their side panel

Editing or updating the details of multiple items

How to copy one or more items from one location to the other locations in the quote

Copying items to other locations

How to move one or more items between locations and systems within a quote

Moving items between locations and systems

How to replace an item with another item in one or more locations in a quote

Replacing items in a quote

Deleting items from the quote

Ashok P

Amy Blanton

Learn how to add, update, replace, and delete items 

All types of Items

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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.

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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.

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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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