Eano Pro

Welcome to Eano Pro

Uploading Plans for an AI Takeoff

Sending an Initial Proposal Before the Final Contract

What the Help Chat Can (and Can't) Do for You

How To Log In to Eano Pro Dashboard website

Log In to Eano Pro

Using the Eano Pro Desktop App

Setting Up Your Business Profile

Calendar Scheduling

Creating an Opportunity and Building your Quote

How To Start an Estimate & Edit Scope Price

How To Preview As Your Client and Send Out The Proposal

Eano Pro’s updated contract experience makes it easier to create accurate contracts, reuse your own templates, and complete signing without leaving the app.

Editing Your Contract and Signing It In-App

Sending Quotes, Using Preflight Checks & Understanding Client Visibility

Who Can See Your Quote, and When

Choosing What Your Client Sees on a Quote

Auto-Filling Client Details on Opportunities and Projects

📘 Overview

Uploading an Existing Project or Template

Rosse Montalban

Joseph Kibe

Getting Started

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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.

Connect your stack

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.

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.