Drum

Conversion requirements, structure options and what happens after an accepted proposal becomes a project.

Proposal-to-project conversion reference

Look up the sidebar fields, statuses and tabs on an opportunity proposal.

Proposal fields reference

Look up Sync Budget options and what happens to existing proposal stages and line items.

Budget-to-proposal synchronisation reference

Almera Salik

Look up proposal fields, pricing controls and project conversion behaviour.

Reference

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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.

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

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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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