View pricing and project proposals prior to billing. Streamline your review process and keep track of quotes.
Businesses will send a quote through either email or text.
With just one click, sign off on quotes and proposals.
View and manage all previous proposals in one place.
Easily approve quotes and estimates when businesses use Finli’s Quote Management tool!
Absolutely! The Approve-By-Link is sharable so team-members can view outstanding estimates.
Only authenticated recipients (you) will be able to give approval.
Yes! Once you approve a quote, the business will be able to convert it to an invoice.
You’ll receive a notification when the invoice is ready for you to view.
Absolutely. If you don’t agree to the terms of a quote, you can easily reject the proposal.
Real customer success stories, expert business advice, and more.
Absolutely! The Approve-By-Link is sharable so team-members can view outstanding estimates.
Only authenticated recipients (you) will be able to give approval.
Yes! Once you approve a quote, the business will be able to convert it to an invoice.
You’ll receive a notification when the invoice is ready for you to view.
Absolutely. If you don’t agree to the terms of a quote, you can easily reject the proposal.
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