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Quote work from scratch or a template — dates, client, line items, done.

Create an estimate

Email it, track it, and keep the client conversation on the estimate itself.

Send an estimate

From Draft to Converted — where every quote stands at a glance.

What do the different estimate statuses mean?

Save reusable estimates for work you quote again and again.

Use estimate templates

One click turns an approved quote into a job — no retyping.

Convert an estimate into a job

Ask for money down — a fixed amount or a percentage, set right on the estimate.

Require a deposit on an estimate

Create, send, and manage estimates with templates, deposits, and job conversion.

Estimates

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype article-aware answer

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.

Prototype invite-team answer

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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