Create an offer

Flino knows three ways an offer can enter the system: manually, by PDF upload, or via Google Drive. You can mix them freely. A fourth path through the webhook/API is described in the API section.

All three start on the Offers page with the Capture offers button. In the dialog you choose Upload PDFs, Pick from Google Drive, or Create manually.

Create manually

1. In the Capture offers dialog, choose Create manually. You land on the Create offer manually page. During onboarding (step 6) you create your first offer directly.
2. Optionally pick a company. With the plus button next to it you enter a new company name and add it with Create company without leaving the page.
3. Pick the contact (required). If a company is selected, the list only shows its contacts. You add a new contact in the Create new contact area: first name and last name are required, then Create contact. If you enter an email address, the salutation is required as well. If a contact with that address already exists, Flino selects it instead of creating a second one. Without an email address the hint “Email missing – sending only possible once an email is added.” appears.
4. Fill in the offer details:
   • Title (required). Flino builds it from offer number, company, contact, and date until you change it yourself.
   • Offer number, Created on, Amount and Currency (EUR, USD, or CHF), Valid until
   • Service description: used for the AI-generated follow-up emails
   • Delivery status: preset to Not yet sent. If you are recording an offer you already sent outside Flino, choose Already sent and enter the date under Sent on.
   • Pipeline: preset to Open, alternatively Negotiating. The full status list is in Pipeline.
5. Click Save offer. As long as contact or title are missing, Flino lists what is still missing below the button.

After saving (toast “Offer created successfully!”) the offer’s detail page opens. From there you send it. On the first send from Flino the delivery status switches to Sent and the send date is recorded.

Upload a PDF with AI extraction

1. In the Capture offers dialog, choose Upload PDFs. On the Import page, Import PDFs opens the same dialog.
2. Drag one or more PDF files into the drop zone or pick them from disk.
3. Click Start import.

Flino switches to the Offer import page (menu item Import). Each PDF first shows Analyzing…. Once Flino is done, the status switches to Ready, Email missing, or Failed. The detailed guide is in Offer import.

Review in the offer import

Review opens the Review & complete offer dialog. There you find:

• All extracted fields, editable. Company, first name, last name, email, and offer number are marked Detected or Not detected, depending on whether the AI found them in the PDF.
• Delivery status (required, no preselection): Not sent or Sent, with Sent on in addition for Sent
• Pipeline status: preset to Open
• Optional Start sequence immediately with a picker for your sequences (only possible with an email address)
• Create offer finalises it, toast “Offer created successfully!”

For your first offer during onboarding, Flino additionally shows how confident the AI is about each extracted field: Confident, Review, or Uncertain.

Import from Google Drive

Prerequisite: Google account connected (guide).

1. In the Capture offers dialog, choose Pick from Google Drive.
2. Pick a PDF from your Drive in the picker. Each run takes one file.
3. Flino downloads the file, places it in the offer import, and starts the analysis as with an upload.

Import many PDFs at once (bulk import)

You can upload up to 20 PDFs (max 20 MB each) at the same time. The offer import shows the status for each file individually.

Tip: Remove duplicates removes PDFs that have already been imported.

What to do when something goes wrong

Problem	Fix
File too large	Reduce the PDF below 20 MB
Not a PDF file	Only PDFs are analysed; convert Word or image files first
Status “Failed”	Click Retry in the offer import. Many failures are temporary connection issues.
Status “Email missing”	Add the contact email manually in the review dialog
”Already imported”	The PDF was previously turned into an offer and can be found via search or the pipeline

Quota used up

Every plan includes an offer quota per billing period: 5 on Free, 50 per seat on Pro, and 100 per seat on Team. Every seat of a company account has its own quota. When you create an offer, Flino holds a place for it; the place is used up with the first send. If you delete an offer that was never sent, the place becomes free again. Individual emails, such as follow-ups, do not count.

When the quota is used up, Flino does not allow new offers until the next billing period. You then have two options:

• Wait for the next billing period; the quota is then reset.
• Switch to a larger plan (Free → Pro → Team), see Billing and flino.com/pricing.