DeckMetriX

After filling in the quote details, scroll up to the top of the form. You will see two buttons: “Save” and “Save and Get Prices”

Click Save to save your entered details without retrieving prices.

Click Save and Get Prices to save the quote and fetch pricing immediately.

1. After filling in the quote details, scroll up to the top of the form. You will see two buttons: “Save” and “Save and Get Prices”

2. Click Save to save your entered details without retrieving prices.
3. Click Save and Get Prices to save the quote and fetch pricing immediately.

Saving a Quotation

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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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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.

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.

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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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