Indy Technologies. Inc.

Gabriela Magaña

Proposals

Creating a proposal

Adding a proposal to a project

Different proposal content blocks available

Formatting tips for proposals

Using proposal embeds

Editing the service table headings in a proposal

Using line item templates in proposals

Adding tax to a proposal

Changing the currency on a proposal

Adding multiple service packages in proposals

Adding automations to a proposal

Creating a proposal template

Adding additional recipients to a proposal

Editing a proposal after it's been sent

Using your proposal template

Managing your proposal template

How to use Indy Proposals

How to add a deposit to a proposal?

How to restore deleted content blocks?

How to create an invoice from an approved proposal?

Proposal FAQs

Privacy

Terms

Copyright

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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.

{appName} in 60 seconds

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.