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How to add a project description and a scope of work in the proposal

Adding the project description and scope of work

How to customize the display of project value in the project description of the proposal

Changing how the project summary is displayed

How to add the terms and conditions of the project and configure how they are shown in the proposal

Adding the terms and conditions

Ashok P

Learn how to customize project description, scope of work, and summary subscriptions in proposals

Project Description, Scope of Work, and Summary

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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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