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Preview your proposal, then send it to your client by text, email, or a link you share. Resend or edit it after sending.

How to send a proposal

See the proposal page your client opens, the Give feedback, Decline, and Accept buttons, the read-only payment schedule, and terms they must accept.

What your client sees on a proposal

Require your client to sign before they accept a proposal. Turn it on for every new proposal in Presets, or add a Signature section to one proposal.

How to require a signature on a proposal

Add a Terms & conditions section from a saved template or your own text, and require your client to agree to it before they can accept.

How to add terms and conditions to a proposal

Choose how much pricing your client sees on a proposal, from every line item down to a single total, for one proposal or as your default.

How to hide line-item prices on a proposal

Set a reminder schedule for open proposals, turn reminders on or off when you send, and pause them on one proposal. Learn why a client may still get texts.

How to set up and stop follow-up reminders

Mark a sent proposal as approved yourself when your client agreed by phone, text, or in person. No client signature is recorded.

How to accept a proposal on behalf of your client

Fix a proposal your client didn't get. Check their email and phone on file, resend from the Send proposal dialog, or copy the link and send it yourself.

Client didn't receive the proposal email or text: how to fix it

Dave Pucci

Handoff Support

Send proposals, the customer experience, terms and conditions, signatures, and approvals.

Sharing & Approvals

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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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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.

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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.

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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