Hoops

Everything you need to get up and running with Hoops, from your first quote to understanding how the platform works end-to-end.

Getting Started

Welcome to Hoops! Discover how the platform works, explore the sample data already included in your account, and learn how Hoops adapts to your unique sales and production workflow.

Introduction to Hoops

Invite your team to Hoops so everyone can collaborate using shared SalesDocs, Jobs, Tasks, Comments, and workflow notifications.

Add Users to Hoops

Learn how to access Support, use the AI Help Agent, and get started with Hoops onboarding.

Support & Onboarding

Take Hoops for a test drive by creating your first quote using the pre-loaded sample data already included in your account.

Create Your First Quote

Make Hoops your own by customizing your boards, columns, filters, and saved views. Build a workspace that matches your team's workflow and evolves as your business grows.

Customize Your Boards

Invite your team and start collaborating in Hoops. Learn how to add users, assign permissions, send invitations, and get everyone set up for success.

Everything you need to begin your Hoops journey. Learn the basics, understand how Hoops works, and complete your first guided workflow.

Start Here

Personalize your Hoops account by adding your logo and company details, which will automatically appear on customer-facing documents.

Upload Your Logo & Organization Details

Change your avatar color or upload an image in your profile.

Edit Your Avatar

Set up simple or nested taxes for SalesDocs and Purchase Orders, and choose a default tax to speed up quoting and purchasing.

Set Up Your Taxes

Populate your product and decoration catalog to speed up quoting, or start immediately using One-Off Products while you build your catalog over time.

Set Up Your Product & Decoration Catalog

Customize Hoops to match your business. Set up your organization, branding, catalog, and workspace before you begin managing real work.

Make Hoops Yours

Learn how work flows through Hoops, from your first quote to purchasing, production, and delivery, and discover how each stage connects together.

The Hoops Workflow

Build confidence by completing your first real workflow. Create customers, quotes, jobs, proofs, and purchase orders while learning how your team works together in Hoops.

Start Using Hoops

Create a custom design with text, images, and links

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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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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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