Help
Help center
Short answers for you and your team, with concrete steps.
Getting started
Create your workspace and invite your team.
Templates
Build, test and publish what you ask your customers for.
- Build a templateSet up what you ask your customers for: sections, questions, files, validation and conditions.
- Publish a templateTry the template as your customer and publish it as a fixed version that your requests keep.
- Import a template with AITurn the form you already use into a template draft that you review and adjust before publishing.
Requests and portal
Share requests, how your customers sign in and how to ask for corrections.
- Send a request to your customerCreate a request from a template and share it by email, private link or WhatsApp.
- How your customers sign inYour customers don't create an account: they open a private link and confirm their email with a 6-digit code.
- Ask your customer for correctionsAccept or reject each answer and file with a reason, and your customer goes straight to what needs fixing.
Quotes and approvals
Send quotes, approve exact versions and handle changes.
- Send a quoteBuild the quote with your catalog, extras and discounts, and send it as a fixed version with its PDF.
- How approvals workEach approval is tied to the exact version that was approved: answers, files and quote.
- Changes after approvalIf something approved changes, only the affected approvals reopen and the earlier agreement is kept.
Follow-up and payments
Automatic reminders and the status of each payment.
Integrations
Webhooks, the website button and your own domain.
- Signed webhooksSend your request events to your systems and verify the HMAC-SHA256 signature on every delivery.
- Button and form for your websiteReceive new requests from your website with a button or a form, without moving your site.
- Connect your own domainUse an address like pedidos.tunegocio.mx for your portal, with a CNAME record and automatic HTTPS.
Account and data
Billing, limits, exports and control over your data.
- Export your dataDownload a request as a ZIP evidence bundle, or all your workspace data as CSV and JSON.
- Data deletion and retentionRemove access, delete a customer's data, decide how long to keep requests or delete your workspace.
- Billing and subscriptionTry it for 14 days without a card, subscribe for MXN 299 a month, VAT included and manage your payments with Stripe.
- Plan limitsHow many active requests, people, storage and AI actions the trial and the paid plan include.
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