Proposable

Learn the difference between Templates, Drafts, and Proposals

What 's the difference between Templates, Drafts, and Proposals?

See how to download a PDF copy of your proposal before and after you deliver it.

How do I download my proposal?

Learn how to rename a proposal that has already been delivered.

How do I Change a Proposal Title?

Learn how to download a proposal as a PDF once it has been sent out to your recipient.

How do I download a proposal after it's been delivered?

Learn how to assign a proposal to a different team member

How do I re-assign a proposal to a different user?

Learn how to manually change the status of a proposal

How do I change the status of a proposal?

Learn how to add a new recipient to a proposal that's already been delivered.

How do I add a new recipient to a delivered proposal?

Sara Thompson

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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.

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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.

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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