Plannit

Field descriptions for quotes

Here's an introductory guide to help you create a quote

Create a quote

Create a basic quote template for your contacts

Create a quote template

Quickly create quotes for ongoing contracts that already have been signed and started

Create quotes by bulk

Prepare annual/seasonal contract renewals to save 90% of time and get them approved 90% faster

Mass quotes renewals

How to modify an accepted quote and related invoices?

Modify an accepted quote

Modify Terms and conditions in bulk

Sample payment schedules for your quotes

Calculate profitability on a quote or invoice

Make sure you don't forget anything once your customers have accepted the quotes.

Ensure the completion of tasks to be done once your contracts have been sold

Create quotes for multiple clients simultaneously from a template

Brigitte Chouinard

Patrick Poirier

Quotes

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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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