Programa

Check tax settings, enter retail and trade prices, shipping and quantity, add markup, then check the client price and totals.

How to set product costs and client prices

Set component quantities for an assembly, check component costs and shipping, set the assembly's markup and client price, and add fees.

How to price assemblies and component products

Track products with workflow, procurement and payment statuses, and record order, delivery and installation dates.

How to track products from selection to installation

Add revision notes, check recorded product changes, and find PDFs you have issued.

How to record a round of changes and check product history

Invite suppliers, send products for quoting, then review and accept their pricing, fees or suggested alternatives.

How to request and review supplier quotes

Gail Esterhuyse

Jake Chapman

Track product status from selection to installation, record changes and request supplier quotes.

Pricing and Progress

Create a custom design with text, images, and links

Programa Dashboard

Create an Account

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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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