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Creating your account

Overview

Getting started with Proposal.biz is quick and straightforward. This article walks you through creating your account and verifying your email so you can get into your workspace without any friction.

Step 1: Create Your Workspace

  1. Go to Proposal.biz and click Sign Up

  2. Enter your full name, work email address, and a password

  3. Click Create your workspace

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Step 2: Verify Your Email (OTP)

Once you sign up, Proposal.biz sends a one-time password (OTP) to your registered email address.

  1. Open your email inbox and copy the OTP

  2. Enter the code on the verification screen

  3. Click Verify to confirm your email and proceed

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💡 Pro Tip If you don't receive the code within a few minutes, check your spam or junk folder. You can also click Resend OTP directly on the verification screen to get a fresh code.

Next Steps Once your email is verified, you'll be taken through a quick onboarding setup to configure your workspace preferences and billing.