Eturnity

Where you work with offer PDFs, administrative documents, files and exports in Eturnity Expert, who may do what and what each country has.

Documents in Eturnity Expert: offer PDF, administrative documents, files and exports

What changes with the new PDF design, how to request it from Eturnity and how to switch your templates and projects.

Switching to the new PDF design

Where you change texts, pages, prices, logo and address in the offer PDF, and what only Eturnity adjusts for you.

Changing the content of the offer PDF

What you set up yourself in your offer PDFs, how to add your own T&Cs and what Eturnity adapts for free or for a fee.

Customising your PDFs: what you change yourself and what Eturnity adapts

How administrators set the look and structure of offer PDFs, and how your team uses these settings in the project.

Setting up your offer PDF: branding, custom pages and document templates

Use the Online offer feature in Eturnity Expert to share your offer via a public link, see when it is viewed, and let customers confirm it.

Online Offers: Share, Track and Manage Offers via a Public Link

Document Management & Proposals

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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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