D-Tools

Understand the permissions required to manage the catalog on Cloud

Catalog Management permissions

Everything you need to know about creating, using, and adding packages to the quote

Package

Everything you need to know about labor packages

Labor package

How to use allowances to quote future items that are not specified yet, or items you don't need to specify but need to charge the customer.

Allowance

How to use the Alternate Set functionality to let the customer choose their preferred item from similar items in the proposal

Alternate Set

How to add predefined price adjustments that you can apply to the product value, labor value, or total value in the quote

Price adjustment

How to use discounts to reduce the prices of products, packages, alternate sets, and allowances

Discount

Amy Blanton

Learn about the general concepts related to the Catalog functionality

General Concepts

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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.

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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.

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.

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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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