D-Tools

How to sort products in the proposal alphabetically, by their prices or other custom criterion

Setting the display order of products

How to customize the display of product-associated labor and labor line items in the proposal

Customizing how labor is displayed

How to show the costs of the items in the proposal

Showing item costs

How to hide the unit price and total price of the products and packages in the proposal

Hiding item prices

How to hide the items in the package in the proposal

Hiding items in the package

How to group products by location, system, phase, or category in the proposal

Grouping products by locations or phases

How to change the display of optional items, alternate items, and client-supplied items in the proposal

Changing how optional, alternate, and client-supplied items are displayed

How to change the display of accessories in the proposal

Changing how accessories are displayed

How to show the discounts applied to the products and packages in the proposal

Showing discounts

How to provide links or PDFs of product data sheets, user manuals, or other documentation in the proposal

Making product resources available

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Learn how to customize items in proposals

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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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