RiffleCM

Your Company Profile & Settings page is where you keep your business details, inbox connections, and workflow defaults organized.

Getting your company profile/settings just right

Riffle automatically prioritizes every incoming project to help you quickly identify the best fits for your company.

How a project’s “priority” is determined (and why it’s powerful).

(and make sure your company’s ITBs show up)

How to connect additional inboxes to your Riffle workspace

Welcome to Riffle! You’re officially cutting hours of manual bid searching & collaboration from your workweek. 🎉

Your first 10 minutes with RiffleCM—steps for success

Your Project Preferences tell Riffle what types of work you prefer to target.

Getting your project preferences just right

What is a “Relationship Status” for a company?

Riffle tracks bidders so you always know who's behind each job and what your history with them looks like.

Tracking Bidders on a Project

If you've received ITBs from mulitple bidders for the same project, you may want to consolidate to one project

How To Move Bidders From One Project To Another

Your win rate is the percentage of bids that you won. It's one of the clearest signals of how your business is performing with a given partner or across your…

What is a Win Rate & What Can it Tell You About Your Business?

The Proposal Template page controls what your compiled estimate PDF looks like when it goes out to a GC or owner.

How to Set Up Your Proposal Template

The Estimate Preferences page is where you configure the defaults for how your estimates are built and what appears on your proposals.

How to Set Up Your Global Estimate Preferences

Jen Gadus

Ariel Tirosh

Learn how to maximize features & save precious time.

Get the Most Out of Riffle

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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.

{appName} in 60 seconds

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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