Getting started

Learn how to quickly get started sending your first winning proposals.

7 articles in this collection
Written by Joakim Green and Carl Röckert

Create and use a template

Turn a proposal into a template and re-use it time after time.

Written by Carl Röckert
Updated yesterday

Create and send a proposal

Written by Carl Röckert
Updated yesterday

Quick Start Guide: Start to create and send proposals

Written by Carl Röckert
Updated yesterday

Customize the branding

Written by Joakim Green
Updated yesterday

Update your company information

Learn how to update your address, contact information, background image, logo, and more.

Written by Carl Röckert
Updated yesterday

How to change currency

Written by Joakim Green
Updated yesterday

Manage users

Written by Joakim Green
Updated yesterday