MyDocSafe

What can I do in Proposals?

Advanced settings: how to automatically populate a contract with data submitted via a form in a Prospect workflow

Advanced settings: how to add the Quote to the contract automatically

Invoices lets you bill your clients straight from MyDocSafe. You add the client and what you're charging for, click "Save & send", and your client gets an email with a…

How do I send an invoice to a client?

Need to charge a client who already pays you by card for extra, one-off work? Send them an invoice with a card payment link or a new quote in their…

How do I bill a client I onboarded with Stripe for extra, one-off work?

E-commerce platform for professional services firms.

Proposals

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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.

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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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