Pepper

Build and submit orders faster with a grid-style order entry experience designed for high-volume sales workflows.

Order Entry

Discover how the For You Page provides DSRs with AI powered sales insights, all in one place.

"For You" Page

Accounts

Track every order coming in from one place in the Sales Rep Portal

Orders

Capturing follow-ups, action items, and account context without leaving your workflow.

Notes

Prospect Finder and Order Guide Generator

Quoting customers and prospects on pricing before it becomes an order.

Price Quotes

Working Smarter, not Harder, using our newest AI-Powered Tools

AI-Powered Copilot

Tiffany Guo

Nick Ziech

Grace Pepetone

The options and abilities DSR's have in the new portal

The Sales Rep Portal

Distributors

Manufacturers

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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.

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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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