Getting started

What is Proposal.biz?

Overview Proposal.biz is an AI-powered document creation platform for freelancers, agencies, and sales teams. Create proposals, presentations, webpages, and more, then share them and see how they perform, all from one workspace. Watch the Overview Video Watch this short video to see how Proposal.biz works and how to create your first document https://youtu.be/HLEPstZHq5w What You Can Do with Proposal.biz - Create documents four ways. Generate with AI, start from a template, import an existing file, or start from a blank canvas. - Edit in the builder. Refine your document in a drag-and-drop editor, with AI Nova built in to write, rewrite, and adjust content. - Reuse your content. Add your website URL and Content Master fetches your content so it’s ready to reuse. Save your own templates and pages, and reuse prompts and designs from the Prompt Library and Design Library. - Share your way. Send a document or share it through a link, with optional password protection. - Track engagement. See when your documents are opened, viewed, and signed. AI Insights in Reports gives you Tips, Best Actions, and Action Insights for each document. - Work with your team. Invite teammates to your workspace from Settings → Team. - Connect your tools. Link your CRM, collaboration, storage, and payment tools through Integrations. - Use it from your AI assistant. Create documents without leaving your chat by connecting the Claude connector or the ChatGPT plugin. How It Works 1. Set up your workspace. Create your account, verify your email, and complete the short onboarding flow. 2. Add your content (recommended). Paste your website URL into Content Master so your content is ready to reuse. 3. Create a document. Choose Generate with AI, a template, an import, or a blank canvas. 4. Edit and refine. Adjust text, layout, and theme in the builder, and use AI Nova to speed up writing. 5. Share and track. Send your document, then check Reports to see how it’s being read. Why Teams Choose Proposal.biz - Simple setup with no design or technical skills required - Built-in AI that makes writing and formatting fast - Consistent branding across every document - One workflow from creation to sharing to tracking Pro Tip Add your website to Content Master before you create your first document. Your content will be ready to reuse every time you start a new one. Next Steps Start by creating your account, then follow the onboarding flow to create your first document.

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 image 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 image 💡 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.

Adding Your Website to Personalize Your Documents

Overview Adding your website helps Proposal.biz create documents that reflect your brand and identity, so your first document feels personal from the start. You can add it in the AI chat, in the editor, or from your dashboard. It’s optional, and you can add it any time. Watch the Video Watch this short video to see where you can add your website and how it personalizes your documents https://youtu.be/ZaccHePL77g?si=eS0z6HepQTf_axkL Add Your Website in the AI Chat Add your website alongside your prompt to get a first document that reflects your brand and identity. 1. Enter your website URL in the website field. 2. Enter your prompt and start generating your document. Add Your Website in the Editor Add your website while your document generates to make it more personal to your brand and identity. 1. Enter your website URL in the website field. 2. Wait for your document to finish generating. Add Your Website from the Dashboard If you haven’t added your website yet, you can add it from your dashboard. Your documents will reflect your brand and identity from then on. 1. Go to your dashboard. 2. Enter your website URL in the website field. Pro Tip Add your website early. A first document that already reflects your brand needs less reworking before you share it. Next Steps Create your first document in Generating a Document with AI.

Logging In to Your Workspace

Overview Once your account is set up, logging in to Proposal.biz takes just a few seconds. This article covers the standard login flow and what to expect when you land in your workspace. Logging In 1. Go to Proposal.biz and click Log In 2. Enter your registered email address and password 3. Click Log in to your workspace image What Happens Next Once logged in, you will be taken directly to your workspace dashboard where you can access your documents, templates, reports, settings, and more. image 💡 Pro Tip If you use a shared or public device, always log out after your session to keep your workspace secure. Having Trouble Logging In? - Forgotten your password? See Resetting your password - Want extra security on your account? See Setting up two-factor authentication (2FA) Next Steps Now that you're in your workspace, learn how to keep your account secure by setting up two-factor authentication.

Resetting Your Password

Overview If you have forgotten your password or are unable to log in to your Proposal.biz workspace, you can reset it in just a few steps. This article walks you through the full password reset flow. Requesting a Password Reset 1. Go to the Proposal.biz login screen 2. Click Forgot password? 3. Enter your registered email address 4. Click Send Reset Link 5. Check your inbox for a password reset email from Proposal.biz image 💡 Pro Tip If you don't see the reset email in your inbox within a few minutes, check your spam or junk folder. Make sure you are entering the same email address you used to sign up. Setting a New Password 1. Open the password reset email and click the reset link 2. You will be taken to the Set new password screen 3. Enter your new password 4. Confirm your new password by entering it again 5. Click Save new password chrome_eLIzWYLX6E_Kf66pU9eD.png Note For a strong password, use a mix of uppercase and lowercase letters, numbers, and special characters. Avoid reusing old passwords. What Happens Next Once your password is reset, you will be redirected to the login screen. Log in using your new password to access your workspace. Still Having Trouble? If you are still unable to access your account after resetting your password, reach out to the Proposal.biz support team for assistance. Next Steps Now that your account is secure, learn how to navigate your workspace dashboard.

Navigating the Dashboard

Overview When you log in to Proposal.biz, your dashboard is the first thing you see. It gives you a real-time snapshot of your document activity and quick access to everything in your workspace. The Sidebar The sidebar on the left is your main navigation. From here you can access: - Documents — View and manage all your documents. Expand this section to create new folders and organize your documents by project or client - Template Center — Access your saved sections and templates as well as publicly available ones - My Sections - My Templates - Public Sections - Public Templates - Knowledge Base — Manage your content master and data sources - Content Master - Data Sources - Recipients — View and manage your document recipients - Reports — Track document performance and viewer engagement - Settings — Configure your workspace, branding, and account preferences - Integrations — Connect and manage your third-party tools At the bottom of the sidebar you will also find Invite users to quickly add teammates to your workspace. image 💡 Pro Tip Use folders inside the Documents section to keep your workspace organized. Click + New folder to create a folder and group related documents together. Document Stats At the top of your dashboard you will see four stat cards giving you a quick overview of your document activity: - Drafts — Documents you have created but not yet sent - Sent — Documents that have been shared with recipients - Completed — Documents that have been completed - Expired — Documents that have passed their expiry date Each card shows activity for the last 30 days as well as a lifetime total. Note Stats refresh every 5 minutes and may be up to five minutes old. image Your Documents List Below the stats, you will find a full list of your documents with the following details at a glance: - Title — Document name and ID - Created By — Team member who created it - Last Edited — When the document was last updated - Recipient — Who the document is addressed to - Status — Current state of the document (e.g. Draft, Sent) - Value — Monetary value assigned to the document You can search for any document using the Search documents bar, filter by Doc type, or adjust how many entries are shown per page. image Creating a New Document Click the + Create New button in the top right corner of your dashboard to start creating a new document. You can choose from 4 ways to create — generate with AI, use a template, import a document, or start from a blank canvas. image Explore and Learn At the bottom of your dashboard, the Explore and Learn section surfaces ready-to-use document examples and tutorials to help you get the most out of Proposal.biz. Click View all to browse the full library. image Browser Notifications If you haven't enabled browser notifications yet, you will see a prompt at the top of your dashboard. Click Enable notifications to get instant updates on document activity, comments, signatures, and collaborator events. 💡 Pro Tip Enabling browser notifications ensures you never miss the moment a recipient opens, views, or signs your document. Next Steps Now that you are familiar with your dashboard, move on to learn how to create your first document.