D-Tools

How to preload products, labor, and payment schedules in the quotes of an opportunity

Preloading products and labor in quotes

How to configure the display of items and their details in the quote

Configuring the display of items and their details

How to sort items in a preferred order in the quote

Sorting items

How to apply predefined or new adjustments to the product value, labor value, or total value in the quote

Applying adjustments

How to apply a discount to an item within the quote

Applying a discount to an item

Ashok P

Amy Blanton

Kimberly Craven

Learn how to add products, labor, subscriptions, and other items to quotes and update items

Add and Update Items

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

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

All types of Items

How to fix the item validation errors seen in the quote

Fixing item validation errors

How to add or replace accessories for a product from its side panel

Managing accessories for a product

How to turn off the itemized and manual labor associated with products

Turning off labor associated with products

How to update product details, such as the cost, price, and MSRP, from the catalog before finalizing the quote

Syncing product updates from the catalog

Learn about the options to manage products added to quotes

Products

How to configure labor for an individual product

Configuring labor for a product

How to configure labor for the entire project

Configuring labor for a project

Learn about the options to manage labor added to quotes

Labor

Create alternates for your items in the proposal to upsell to your customer and engage them to become more invested in you

Using Item Alternates to provide client-selectable Options on your proposal

How to add alternate items for an item within the quote

Adding alternates for an item

How to add a predefined alternate set to the quote

Adding an alternate set to the quote

How to mark an item and even an entire location or system as optional and let customers decide if they want them included in the project

Marking an item or location as optional

How to mark an item as Client-Supplied in the quote

Marking an item as client-supplied

How to provide alternates for a product currently at the customer site and let them decide on whether they want to upgrade it

Providing alternates for customer owned products

Learn how to add and manage alternate, client-selectable, and client-supplied items added to quotes

Alternate, Client-Selectable, and Client-Supplied Items

Adding subscriptions to the quote

Customer view for viewing the subscriptions

FAQ: How do customers view the subscriptions in the proposal?

Subscriptions

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Create your workspace and invite the people you work with.

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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.

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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