My Example CRM

Add Attachments to your Estimate

Attach a material Quote after your Estimate has already been created

Associate a Material Quote to an Existing Estimate

Create a new estimate without a template

Quickly create a digital estimate for customer signature with just a few clicks by using a template

Create a Template

Send estimates fast using a pre-built template!

Create an estimate from a template

Add  products and services to your estimate via your price book + easy search

Creating a Scope of Work

Why should I add multiple scopes of work to my estimate?

Edit Item Settings

Estimate statuses

Update your estimate link setting so your customer can access their estimate

How to fix "Estimate Link Expired" message

How will my customer view their estimate?

Manage your Estimate Template

Preview your Estimate (Client Preview)

Customize the pricing shown in the final proposal

Pricing Transparency

Quickly send or resend a estimate to your customer

Send an estimate

Unique payment options for each estimate, every time.

Understanding Payment Options for Estimates

If you're unable to resend your estimate or your customer can no longer access because the link is expired, here how to update the link

Update Estimate Link Expiration

Upload a cover image to your estimate

What size file can I upload to my estimate?

What type and size picture should I use for my Estimate cover image?

Create stunning, accurate estimates in minutes, send them digitally, and track real-time updates—all within your CRM

Why is the Estimate tool beneficial to my business?

Customize the payment schedule in the estimate builder

Creating a payment schedule

Jana

Sofia Calicchio

Estimates

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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.

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.

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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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