Friendly 360 Docs

Get an overview of Friendly 360's features, integrations, workflows, and how to use them.

Popular

• Start Guide

  Learn how to use the app and follow best practices for setting up your workspace.

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• Import Records

  Quickly move clients, leads, invoices, and assets from your existing tools into Friendly 360.

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• CRM & Pipelines

  Track leads, deals, and client relationships on one unified commercial record.

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• Brief to Billing

  Convert proposals into line items, signed contracts, invoices, and general ledger posts.

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Product basics

• Start Guide

  Friendly 360 helps teams sell, deliver, bill, and support without overhead. This guide gets you from new workspace to operating quickly.

• Importing Records from CSV

  Learn how to import leads, clients, products, and invoices from CSV files into your workspace.

• Lead capture and deal pipelines

  Manage your commercial pipeline from initial inquiry to signed engagement.

• Creating and sending proposals

  Build interactive proposal documents with line-item pricing and legal signatures.

• Brief to billing workflow

  How commercial proposals automatically become invoices and ledger entries.

• Configuring client portals

  Give clients a branded self-service view of their active projects and billing history.

Administration

• Workspaces & Organization Settings

  Configure company profile, logo branding, tax numbers, and regional formatting.

• Members & Roles

  Manage user seats, invite team members, and assign role-based permissions.

• Security & SSO

  Configure single sign-on (SAML/SCIM), audit logs, and security enforcement.

• API & Webhooks

  Connect external tools, listen to real-time events, and generate workspace API keys.