Pool Brain

Learn how to create and edit quote templates in Pool Brain.

Quote Templates

Learn how to create a quote in Pool Brain.

Create a Quote

Learn how to delete a quote in Pool Brain.

Delete a Quote

Edit a Quote

Learn how customers can submit questions about a quote in Pool Brain.

How Customers Ask Questions From a Quote

Learn what each quote status means and how to change the status of a quote in Pool Brain.

How to Approve, Deny, or Close a Quote

Learn how approving a quote automatically creates a job and how closing that job automatically creates an invoice in Pool Brain.

Quote -> to Job -> to Invoice Lifecycle

Learn how to send a quote to a customer in Pool Brain.

Send a Quote

Learn how to set up auto-follow up emails for open quotes in Pool Brain to close more quotes, with no extra effort.

Automatic Follow-Up Emails for Quotes

How to view and audit all of the actions taken by a user or the system on any quote

Quote Activity History

Nicole Pastorino

Create and edit quotes that turn into jobs on approval

Quotes

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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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