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Use this article when you need to set the company block, customer details layout, and letter copy that appear on every quote letter PDF Estimator generates.

Configure the email template copy

Use this article when you need to upload your company logo, set up the header and footer artwork, and control how the branding repeats across multi-page quote…

Configure quote letter branding

Use this article when your shop bills with a flat single-rate tax (GST, VAT, Sales Tax) that needs to appear on every quote letter and on the in-app totals —…

Configure tax on quote letters

Use this article when the quote is ready to go out and you need to see the customer-facing PDF — totals, tax line, company header, footer copy — before you…

Preview a quote letter PDF

Use this article when you are about to send a price to a customer and need to understand which controls in setup drive the rendered PDF, and where the live…

How the quote letter works

Use this reference when you are editing the quote letter template in Estimate Setup, or setting a flat tax rate that should appear on quote letters, and you…

Quote letter fields reference

Use this article when the customer-facing PDF you just rendered shows a total, a tax line, a company header, or a body layout that does not match the on-screen…

Quote letter totals or details look wrong

This reference describes every field an administrator configures under Estimate Setup → Settings → Connections → Connect with external MIS, plus the…

Estimate export field reference

Use this article when a calculated estimate is ready to leave GelatoConnect Estimator and become a job in your external MIS or downstream system.

Export an estimate

Use this article when your shop wants to push calculated estimates to an external system — a MIS, ERP, or job-ticket service — and you need to set the…

Configure external MIS export

Use this article when you need to understand how a calculated estimate leaves GelatoConnect Estimator and arrives in the system your shop already uses to run…

How estimate export works

Use this article when Export returns an error, when Export Log shows a failed entry, or when the MIS team reports the estimate never arrived.

Why an export failed

Styrbjörn Holmberg

Send the quote letter and export estimates to your MIS or other systems.

Send, export, and hand off

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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.

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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