Catermonkey

Quote templates

Filling in a quotation template in Catermonkey

Quotation variables

For suggestions and up-selling in the quotation

Adding alternatives and options to a quotation

Add comments field to the quote

Sign quotes online

Setting an expiry date for quotes

Automatic email after accepting the online quote

Learn how to create, customise and send quote templates to clients.

Quotations

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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.

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.

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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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