Fidu

A Service is the best way to package and offer your products in an automated way for your clients.

How to Create a Service

Create coupon codes clients can apply at checkout. Set percentage or fixed discounts, limit usage, and discount only the first few billing cycles.

How to Offer Discounts with Coupons

How to Countersign an Engagement Letter as the Legal Team

How To Build Your Client Journey Inside of Fidu

This feature allows you to collect payments from customers within your Fidu account

How to Use the Confido Legal Integration

How to set up a Sign Up form and Engagement Letter for your Service

Kimberly Bennett

Blaine Korte

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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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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.

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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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