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Handoff lets you set your Price Location to localize pricing to your area.

How Do I Get Local Pricing in My Estimates?

When your client receives the proposal, they will get a professional-looking link to view your estimate from any device.

How Do I Send Proposals?

Strengthen your proposal with signatures!

How Do I Require Signatures on Proposals?

How to Accept a Sent Proposal on Behalf of Your Client

My Client Didn't Receive The Proposal Email Or Text

How Do I Print My Estimates?

Click the 3-dot menu in the top right corner of any estimate or proposal.

How Do I Export to PDF?

Why Won't My PDF Export?

How to Combine Estimates in Handoff

Handoff Support

Articles Related to Estimates & Proposals 

Estimates & Proposals

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Create your workspace and invite the people you work with.

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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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