Help centre
Step-by-step help for the parts of Propozit you can use in an account today: signing up, setting up your organization and brand, and bringing in your team. Start at the top and work down. Some articles start with a short video of the real app. In the app, select Help or press ? for the common questions on the page you are on.
-
Create your account and organization
Create your account with a code sent by email, then set up your organization, its VAT rates and how you speak to clients.
-
Set up from your websiteVideo
Read your website, confirm your brand, company details, what you sell with prices, cases and team, or fill it all in by hand.
-
Set up your brand
Upload your logo, set four colours and two fonts, and watch the deck preview change as you edit.
-
Invite your team
Send an invitation by email, pick a role, and manage who has access from the Team tab.
-
Your first proposal in eight stepsVideo
Templates per type of work, up to eight steps, options and prices from your price list, payment plans, the checks, and your own standards.
-
Payment plans, VAT and the checks before you send
Payment plans and the default, editing a plan for one proposal, due days and extra work, VAT rates, how you speak to clients, and the checks.
-
Build your first proposalVideo
From price list to a published proposal: the outline, the live preview, pricing from your price list, versions and a preview link.
-
Describe a proposal and get a draft
What to write, what the AI picks, the Chosen, Not found and Check these lists, the daily limits and where your words go.
-
Ask the AI for changes
Ask AI in the editor or the steps: what it can change, the card with Check these and Couldn't do, Apply and Undo, translating, the daily limits and where your words go.
-
Clients and their prices
The client list, a client's details, contacts and defaults, a discount and own prices, and starting a proposal from a client.
-
Reuse your work: cases and saved slidesVideo
Short and long cases with a tagline, numbers and a client quote, and saved slides you insert from Add slide.
-
Find and sort your proposals
Search, filters and sort live in the address, so a view can be shared or bookmarked. Duplicate opens the copy. Trash keeps things for 30 days, and signed proposals are kept.
-
Send a proposal and get it signedVideo
Send with your own message, unlock with an email code, signing drawn or typed, the signed PDF, and the activity panel.
-
Make a portfolio from your cases
Pick and order your cases, get a portfolio deck, and send it with an email code, opens and read time. No prices and no signing.
-
Quotes for building work and for products
The business type, the two quote templates, units, grouped prices with subtotals, photos and article numbers, provisional sums and extra work, and how VAT works.
-
Import and export your price list and clients
Save your spreadsheet as CSV, map the columns, preview what is new, changed or wrong, then import. Nothing is deleted or archived by an import.
-
Your Overview: what needs you and how it is going
Needs your attention, this month against last month, the pipeline and recent activity, with the rules behind every number.
-
Get paid after signing
Set up Payments, what your client sees after signing, the QR code, I've paid versus Mark as paid, Request payment, and what Propozit does and does not do.
-
Choose a design for your deck
Five designs that restyle a whole deck in your own colours, per-deck fonts, up to six background photos, and Bold's logo mark.
-
Plans and billing
Four plans with every feature, different seats and sends. The owner chooses, changes and cancels the plan under Settings, Billing; card and invoices are under Manage payment and invoices.
-
Use the API
Keys in Settings, the limits and errors, safe retries with Idempotency-Key, and curl examples to read, create and send a proposal.
-
Use webhooks
Add an endpoint in Settings, every event and its fields, how to check a signature in Node, and how retries, the delivery log and Resend work.
Still stuck?
Propozit is in early access, so this centre grows as each part ships. To see what a finished deck looks like, open the live demo. For what is available now and what comes next, see features.
Proposals your clients actually say yes to
Propozit is free to start, with no card needed. Create your account today and see the plans on the pricing page.