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Once an RFP has been submitted, you can download what you sent at any time.

Go to the Requests tab in the navigation bar.

Find the request and click Download under Unit Grid (CSV).

1. Go to the Requests tab in the navigation bar.
2. Open Completed requests.
3. Find the request and click Download under Unit Grid (CSV).

A CSV of the units you submitted downloads to your device, including the pricing and unit data from your response.

*Note: Requests you declined also appear here, recorded with the reason you gave.

Where to find requests you have already submitted or declined, and how to download the unit grid you sent as a CSV.

How To View Submitted RFPs

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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.

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A quick lap of the product so you know where everything lives.

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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.

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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.

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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