Streamtime Classic

How do I create a quote or estimate in Streamtime?

Add discounts or extra fees to your quote/invoice using these steps.

How do I create discounts on quotes and invoices?

Creating a Quote Template

Format your quotes so they are easier for your clients to read.

Using Headings and Indents on Quote line items

Merge quote line items to create a simplified version for your clients.

How do I hide line items on Quotes and Invoices?

This article takes you through how to create a quote or estimate with subtotals.

How do I create a quote with subtotals?

Offer your client a range of quote options to choose from using one of these options.

How do I show different options on a Quote?

Once setup, your clients can approve or decline new quotes via a client portal. This article shows you how.

How to Approve and Decline quotes online using Streamtime Web

Jenny Hsu

Michael O'Riley

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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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