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Customize the payment schedule in the estimate builder

Creating a payment schedule

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

How to fix "Estimate Link Expired" message

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?

Estimates

Richards CRM

Corporate Website

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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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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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