D-Tools

How to enable the Proposal Review functionality to review proposals before they are shared or presented to customers

Enabling Review for proposals

Understand how customers use the Proposal Acceptance workflow to accept proposals

Proposal Acceptance

How to present the proposal in person or share your computer screen electronically and display the proposal

Presenting the proposal

How to share proposals directly from D-Tools Cloud via email

Sharing a proposal over email

How to share the URL of the propsoal via email, chat, text, or other communication modes outside Cloud

Sharing a proposal by URL

How to configure Proposal-Sharing settings for a proposal

Configuring Proposal-Sharing settings

Ashok P

Learn how to share and present proposals with customers

Present and Share Proposals

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Create your workspace and invite the people you work with.

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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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