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Proposal.biz
By Proposal.biz •
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Branding

Overview Branding settings is where you manage your workspace's visual identity on Proposal.biz. Your logo, brand colours , typography, and favicon are configured here and once set, they are automatically applied across all your documents to keep everything consistent and on-brand. image Accessing Branding Settings 1. Go to Settings in the left sidebar 2. Click Branding Uploading Your Logo 1. Click on the Logo upload area 2. Select your logo file from your device 3. Click Save to apply Note For best results upload a high-resolution PNG or SVG file with a transparent background. Uploading Your Favicon 1. Click on the Favicon upload area 2. Select your favicon file from your device 3. Click Save to apply Setting Your Brand colours 1. Click on the colours swatch you want to update 2. Enter your brand colours using a HEX, RGB, or HSL value 3. Repeat for all brand colours in your palette 4. Click Save to apply Setting Your Typography 1. Select your preferred Heading Font from the dropdown 2. Select your preferred Body Font from the dropdown 3. Click Save to apply 💡 Pro Tip Your branding settings are automatically applied to all new documents you create. If you update your branding at any point, existing documents will not change automatically you will need to reapply the theme inside the editor for those documents. Brand Extracted During Onboarding If you entered your website URL during onboarding, Proposal.biz will have already populated your branding settings with your extracted logo, colours, and typography. Review these to make sure everything looks accurate and make any adjustments needed. image Next Steps Learn how to set up a custom domain for your documents in Custom Domain.

Last updated on Oct 27, 2026

Custom Domain

Overview Proposal.biz allows you to set up a custom subdomain for your workspace so that all your shared documents are served from your own branded URL instead of the default Proposal.biz domain. This gives your documents a more professional and consistent brand experience for your recipients. image Accessing Custom Domain Settings 1. Go to Settings in the left sidebar 2. Click Custom Domain Setting Up Your Custom Subdomain Setting up your custom subdomain is a 3-step process: Step 1: Enter Your Subdomain 1. Enter your desired subdomain in the field provided 2. Your full custom URL will be displayed as a preview as you type 3. Click Continue to proceed Step 2: Configure Your DNS Settings 1. Log in to your domain registrar or DNS provider 2. Add the DNS records shown on screen to your domain settings 3. Once your DNS records are added click Verify to confirm the configuration Note DNS changes can take anywhere from a few minutes to 48 hours to propagate depending on your domain provider. If verification fails, wait a little longer and try again. Step 3: Confirm Your Custom Domain 1. Once verification is successful your custom subdomain will be activated 2. All your shared document links will now use your custom subdomain 💡 Pro Tip Use a subdomain that reflects your brand for example proposals.yourcompany.com or docs.yourcompany.com. This makes your shared document links look professional and builds trust with recipients before they even open the document. Updating or Removing Your Custom Domain If you need to change or remove your custom subdomain at any point: 1. Go to Settings → Custom Domain 2. Click Edit to update your subdomain or Remove to revert to the default Proposal.biz domain 3. Confirm your changes

Last updated on Oct 27, 2026

Social & Legal Links

Overview Social & Legal Links is where you add your company's social media profiles and legal page URLs to your Proposal.biz workspace. Once added, these links can be used across your documents to keep your brand presence consistent and your legal information easily accessible to recipients. image Accessing Social & Legal Links 1. Go to Settings in the left sidebar 2. Under Workspace click Social & Legal Links Adding Your Social Profiles Enter your company URL for each social platform you are active on: - LinkedIn — https://linkedin.com/company/yourcompany - X — https://x.com/yourcompany - Facebook — https://facebook.com/yourcompany - Instagram — https://instagram.com/yourcompany - Youtube — https://youtube.com/c/yourcompany - Github — https://github.com/yourcompany Once you have entered your links click Update to save. [Insert screenshot: Social & Legal Links — Social Profiles section with all platform fields visible] Note You do not need to fill in all platforms — only add the ones your company is active on. Adding Your Legal Links Scroll down to the Legal Links section and enter the URLs for your: - Terms of Service — https://yourcompany.com/terms - Privacy Policy — https://yourcompany.com/privacy Once entered click Update to save. Using Social Links in Your Documents Once your social profiles are saved, they are available as a Content Master block directly inside the editor. This means you can insert your social links into any document without having to type them out manually every time. To use your social links in a document: 1. Open any document in the editor 2. Go to the Left Panel 3. Navigate to the Content Master tab 4. Find the Social Profiles block 5. Click to insert it into your document 💡 Pro Tip Add your social links to your proposal footer or closing section using the Content Master block. It keeps your documents looking complete and makes it easy for recipients to connect with you after reviewing your proposal. Next Steps Learn how to configure your AI preferences in AI Settings.

Last updated on Nov 05, 2026

AI Settings

Overview AI Settings is where you configure how Proposal.biz AI behaves across your workspace. From setting custom instructions that guide every AI generation to managing your prompt library and tracking AI learning stats this is your central control panel for getting the most out of AI on Proposal.biz. image Accessing AI Settings 1. Go to Settings in the left sidebar 2. Under Workspace click AI Settings Custom Instructions Custom Instructions are directives you set once that are automatically injected into every AI generation across your workspace. This ensures the AI always writes in a consistent tone, style, and format without you having to repeat your preferences every time. Adding a Custom Instruction 1. Click + Add Instruction in the top right of the Custom Instructions section 2. The New Custom Instruction modal will open 3. Under Applies to select the contexts where this instruction should apply: - Document Generation - Section Generation - Image Generation - Image Editing 4. Leave all options unchecked to apply the instruction everywhere 5. Enter your instruction in the Instruction field — for example "Always write in a formal tone. Use metric units." 6. Click Save to apply image 💡 Pro Tip Use Custom Instructions to enforce your brand voice across all AI-generated content. For example "Always write in a confident, professional tone. Avoid passive voice. Use British English." so every document Nova generates sounds like it came from your team. Managing Custom Instructions Once saved, your custom instructions appear in the Custom Instructions list. From here you can: - Edit — Update an existing instruction - Delete — Remove an instruction you no longer need Prompt Library The Prompt Library is where you manage the saved prompts available when generating documents with Nova. You can add new prompts, track how often each one is used, and keep your library organized. Adding a New Prompt 1. Click + Add New in the top right of the Prompt Library section 2. Enter your prompt name and content 3. Click Save to add it to the library Managing Your Prompts For each prompt in your library you can: - Edit — Update the prompt name or content using the pencil icon - Delete — Remove a prompt using the delete icon The Used column shows how many times each prompt has been used — helping you identify your most effective prompts. Learning Stats Learning Stats shows you how the AI is performing and adapting based on your workspace activity over the last 30 days. The following metrics are displayed: - Signals (30d) — Total AI learning signals captured in the last 30 days - AI edits accepted — Number of AI suggestions your team has accepted - Patch accept rate — Percentage of AI edits that were accepted 💡 Pro Tip Keep an eye on your Patch accept rate. A high rate means the AI is generating content that closely matches your team's expectations. If the rate drops, revisit your Custom Instructions to better align the AI with your preferred tone and style. Next Steps Learn how to manage your workspace API access in API Keys.

Last updated on Oct 27, 2026

API Keys

Overview API Keys allow you to connect AI agents to Proposal.biz via the Model Context Protocol (MCP). If you or your team use an MCP-compatible AI agent such as Claude you can generate an API key to authenticate the connection and allow the agent to create and manage proposals on your behalf. image Accessing API Keys 1. Go to Settings in the left sidebar 2. Under Workspace click API Keys Generating a New API Key 1. Click Create Key 2. Enter a name for your API key to help you identify it later, for example My Claude Agent 3. Grant the write:proposals permission 4. Click Generate to create the key 5. Copy your API key immediately, it begins with pbz_ and is shown only once image Note For security reasons your API key will only be shown once at the time of generation. If you lose it you will need to generate a new one. Using Your API Key Once generated, use your API key to authenticate your AI agent's MCP connection to Proposal.biz. In your AI agent's MCP server configuration: 1. Enter the Proposal.biz MCP URL: https://app.proposal.biz/api/mcp 2. Select API Key or Bearer Token as your authentication method 3. Paste the full pbz_... key in the field provided 4. Save and connect For the complete MCP connection guide, see Connecting via MCP. Managing Your API Keys All your generated API keys are listed in the API Keys table. For each key you can see: - Name — The label you gave the key - Created — When the key was generated - Last Used — When the key was last used to make a request - Actions — Options to manage the key Revoking an API Key If you need to revoke access for a key: 1. Find the key in the API Keys table 2. Click the Delete icon next to it 3. Confirm the deletion in the prompt that appears Note Revoking an API key immediately disables all access for any application using that key. Make sure you update your integrations with a new key before revoking the old one to avoid any disruption. Key Safety - Treat your API key like a password, anyone with it can act as your account within its scopes - Rotate keys from Settings → API Keys if you suspect leakage - Use separate keys for each AI agent or environment instead of reusing one key everywhere 💡 Pro Tip Give each API key a descriptive name that reflects its purpose or the application it is used, for example "Custom Webhook". This makes it much easier to manage and revoke keys if needed. Next Steps Learn how to manage your workspace subscription and billing in Billing.

Last updated on Oct 27, 2026

Billing

Overview The Billing page is where you manage your Proposal.biz subscription plan, monitor your workspace usage, top up AI credits, and download invoices. You can upgrade your plan, start a free trial, or switch between monthly and annual billing all from one place. image Accessing Billing 1. Go to Settings in the left sidebar 2. Under Workspace click Billing Your Current Plan At the top of the Billing page you will see a summary of your active plan including: - Your current plan name - Key plan features included - Your free trial end date if applicable Usage Overview The right side of the page shows your current workspace usage across three key areas: - Workspace — Number of workspaces used out of your plan limit - Data Sources — Number of data sources used out of your plan limit - AI Credits — Monthly AI credits used with your reset date - Seats Included — Number of team seats used out of your plan limit Topping Up AI Credits If you are running low on AI credits before your monthly reset: 1. Click Top-up AI credits next to the AI credits usage bar 2. Select the number of credits you want to add 3. Confirm your purchase Available Plans Proposal.biz offers four plans to fit teams of all sizes. You can toggle between Pay monthly and Pay annually — save up to 15% with an annual subscription. 💡 Pro Tip Switch to Pay annually to save up to 15% on your subscription. If your team is growing, upgrading to the Business plan gives you 3 workspaces and priority support making it easier to manage multiple clients or projects simultaneously. Upgrading Your Plan 1. Find the plan you want to upgrade to 2. Click Upgrade now 3. Follow the on-screen steps to complete your purchase To try a plan before committing: 1. Click Start free trial under your preferred plan 2. Your 14-day free trial will begin immediately Comparing Plans To see a full side-by-side breakdown of all plan features: 1. Scroll to the bottom of the Billing page 2. Click Learn more under Compare all plans Downloading Your Invoice 1. Scroll to the bottom of the Billing page 2. Click Download under Download invoice 3. Your invoice will download as a PDF Next Steps Learn how to manage your team members and roles in Team.

Last updated on Oct 27, 2026

Team

Overview The Team page is where you manage everyone who has access to your Proposal.biz workspace. You can invite new members, manage existing members' roles and permissions, and remove access when needed all from one place. image Accessing Team Settings 1. Go to Settings in the left sidebar 2. Under Workspace click Team Inviting Team Members 1. Click Invite Users 2. Enter the email address of the person you want to invite 3. Select their Role from the available options 4. Click Send Invite 5. The invited member will receive an email with instructions to join your workspace image 💡 Pro Tip You can invite multiple team members at once by entering multiple email addresses. This is especially useful when onboarding a new team or department to Proposal.biz. Managing Team Members All current members of your workspace are listed in the Team table. For each member you can see: - Name — Member's full name - Email — Member's email address - Role — Their assigned role in the workspace - Status — Whether they have accepted their invite or it is still pending - Actions — Options to manage their access Changing a Member's Role 1. Find the team member in the list 2. Click the Role dropdown next to their name 3. Select the new role you want to assign 4. The change will be applied immediately Removing a Team Member 1. Find the team member in the list 2. Click the Delete icon next to their name 3. Confirm the removal in the prompt that appears Note Removing a team member immediately revokes their access to your workspace. Any documents they created will remain in the workspace. Pending Invites If a team member has not yet accepted their invite, their status will show as Pending. You can: - Resend the invite if they have not received it - Cancel the invite if it is no longer needed 💡 Pro Tip If a pending invite has not been accepted after a few days, ask the recipient to check their spam folder. You can also resend the invite directly from the Team page. Next Steps Learn how to update your personal account details in Profile Settings.

Last updated on Oct 27, 2026

Notifications

Overview Notification Settings is where you control which activity updates Proposal.biz sends you. You can choose to be notified about document activity, team events, and collaborator actions so you always stay informed without being overwhelmed. image Accessing Notifications 1. Go to Settings in the left sidebar 2. Under My Settings click Notifications image Email Notifications Configure which events trigger an email notification to your registered email address. In-App Notifications Configure which events trigger a notification inside Proposal.biz. Document Activity Notifications Stay informed about what is happening with your documents: - When a recipient views your document - When a recipient signs your document - When a recipient comments on your document - When a document expires Team & Collaboration Notifications Stay updated on team activity across your workspace: - When a team member is invited - When a team member joins your workspace - When a collaborator makes changes to a shared document Browser Notifications You can also enable browser notifications to get instant updates directly in your browser without needing to be inside Proposal.biz. 1. Click Enable notifications when prompted on your dashboard 2. Allow notifications in your browser settings when asked image 💡 Pro Tip Enable document view notifications so you know the exact moment a recipient opens your proposal. This lets you follow up while their interest is at its highest — significantly improving your chances of a quick response. Next Steps This completes your Settings configuration. Learn how to connect your favourite tools in Integrations.

Last updated on Oct 27, 2026

AI Credits

Overview AI Credits are the currency that powers all AI-driven features on Proposal.biz. Every time you use AI to generate, edit, or evaluate content, credits are consumed from your monthly allowance. Your credit limit depends on your plan, and credits reset automatically each month. image How AI Credits Work - Each Proposal.biz plan comes with a monthly AI credit allowance - Credits are consumed when you use any AI-powered feature across the platform - Credits reset automatically on your monthly billing cycle date - You can monitor your current usage from the Billing page under Settings Credit Allowance by Plan Plan Monthly AI Credits Starter 2,000 credits/mo Professional 6,000 credits/mo Business 10,000 credits/mo Enterprise Unlimited credits Activities That Consume AI Credits AI credits are consumed across the following activities: - Document Generation (Nova) When you create a document using Generate with AI, credits are consumed based on the length and complexity of the document generated. - AI Image Generation When you generate images using the AI Images option inside the editor's image panel, credits are consumed per image generated. - AI Agent: Content Editing When you use the AI Agent in the right panel of the editor to rewrite, improve, shorten, expand, or apply quick edits to selected content, credits are consumed per edit. - AI Page-Level Content Modification In addition to the AI Agent, you can also modify content at the page level through AI directly in the editor. This allows you to apply AI-powered changes to an entire page of content at once and credits are consumed accordingly. - AI Evaluation When you use the Evaluate tab in the right panel to score and review your document quality, credits are consumed each time an evaluation or re-evaluation is run. - Content Extraction from Data Sources When you add a new data source via Website Crawl or Import File in the Knowledge Base, AI is used to extract and structure the content for consuming credits during the processing. Monitoring Your Credit Usage 1. Go to Settings in the left sidebar 2. Click Billing 3. Your AI credit usage is displayed at the top of the page showing: - Credits used out of your total allowance - Percentage consumed - Monthly reset date image Topping Up AI Credits If you run out of credits before your monthly reset: 1. Go to Settings → Billing 2. Click Top-up AI credits next to the AI credits usage bar 3. Select the number of credits you want to add 4. Confirm your purchase 5. The additional credits will be available immediately What Happens When You Run Out of Credits If your credits are fully consumed before the monthly reset: - AI-powered features will be temporarily unavailable until your credits reset or you top up - You can continue to use all non-AI features of the editor, dashboard, and workspace without any restriction - Your existing documents, templates, and data are not affected 💡 Pro Tip Use the AI Agent's Quick Edits for small, targeted improvements instead of regenerating entire sections. Quick edits consume fewer credits and often give you better results because they are focused on a specific task. Next Steps Learn how to manage your workspace subscription and plan in Billing.

Last updated on Oct 27, 2026

Email Notification

Overview Email Notifications allows you to manage how Documents are shared with recipients through email. It brings together your email sender accounts and email templates, giving you control over the email address used to send Documents and the messaging recipients receive. Sender overview  The Senders module allows you to connect and manage the email accounts used to send Documents from your own email address. Instead of sending Documents from a generic platform email address, connected senders allow emails to be delivered using your business or personal work email. Replies from recipients are delivered directly to the connected email inbox. What You Can Manage With Senders, you can: - Connect an existing email account using IMAP / SMTP. - Add multiple email accounts. - Set an email account as the Primary sender. - Change the Primary sender whenever required. - Reconnect an account when its email credentials or connection settings change. - Remove a connected email account. - Select a connected sender when sending a Document. image Email Connection IMAP / SMTP allows you to connect an existing business or custom-domain email account using its incoming and outgoing mail server configuration. Common email providers supported through IMAP / SMTP include: - Google Workspace / Gmail - Microsoft 365 / Outlook - Zoho Mail - Hostinger - Custom business email accounts Google and Microsoft account connections are shown as separate options in the Senders interface and are marked as Coming Soon in the current experience. image Quick Settings for Popular Email Providers If you're wondering what settings or passwords to use, check this quick cheat sheet: Email Provider Incoming (IMAP) Outgoing (SMTP) Resource link Google / Gmail imap.gmail.com (Port 993) smtp.gmail.com (Port 465 or 587) Click here for more info Microsoft 365 / Outlook outlook.office365.com (Port 993) smtp.office365.com (Port 587) Click here for more info Zoho Mail imappro.zoho.com (Port 993) smtppro.zoho.com (Port 465 or 587) Click here for more info Hostinger imap.hostinger.com (Port 993) smtp.hostinger.com (Port 465) Click here for more info Email Templates Overview Customize the emails sent when sharing Documents with recipients. The Templates module allows you to create and manage the default email content used for different Document-sharing scenarios. You can customize: - Subject line - Email message - Buttons - Dynamic variables that automatically insert Document and recipient information Available Templates Send Document Used when a Document is shared directly with a recipient. Public Share Link Used when a public Document link is shared with someone. 💡 Pro Tip: Connect your work email and customize your email templates once to create a consistent, professional sending experience. Set your preferred Primary Sender and use Smart Fill-in Placeholders to automatically personalize every Document email.

Last updated on Oct 27, 2026