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How to show product output coverage for products in the quote and in the proposal

Enabling product output coverage

How to show product icons instead of product images on drawings

Showing product icons

Ashok P

Learn how to configure the settings of a drawing

Configure the Settings of a Drawing

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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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