Let's get started 🚀

Step 1: Update your company information

It's important that your company details are up-to-date as your customers will see this information in every proposal.


Step 2: create and send proposals

As soon as your company details are up-to-date, you can start to create and send proposals.


Step 3: start to use templates

With templates, you save yourself time creating proposals.


That's it! 👏

We hope that these steps help you in creating and sending your first proposal. As soon as you have sent a proposal, it's time to watch your inbox, as you will receive a notification the moment your customer opens or accepts the proposal. Hopefully, your customer will be happy with the proposal and accept it soon. We are rooting for you! 🤞

Need help?

Log into Proposales, click the help button, and we will get back to you as soon as possible.

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