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Set up document templates for invoices, proposals, budgets, and purchase orders, and control who can access them.

Setting Up Document Templates

Apply document templates to invoices, deal proposals, budget proposals, budget statuses, and purchase orders.

Using Document Templates

Configure localization, header, table, notes, footer, attachments, naming scheme, and email settings for your document templates.

Customizing Document Templates

Learn how to attach terms and conditions or other files to your document templates, including supported file formats.

Adding Terms and Conditions to Your Document Templates

Create and access document styles to control the visual design of your invoices, proposals, budgets, and purchase orders.

Setting Up Document Styles

Apply a document style to a template, adjust layout options, and track changes to existing styles.

Applying and Managing Document Styles

Configure typography, page settings, section styling, text settings, tables, and brand colors for your document styles.

Customizing Document Styles

Set up the templates and styles for the PDFs you send, like invoices and proposals.

Document Templates and Styles

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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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