Skip to main content
← Back to Blog
Guide10 min read

Complete Getting Started Guide

Your complete guide to getting started with Propossi - from signup to sending your first proposal.

By Propossi Team
Complete Getting Started Guide

Complete Getting Started Guide

Welcome to Propossi! This comprehensive guide will walk you through everything you need to know to get started.

Creating Your Account

  1. Visit propossi.com
  2. Click "Sign Up Free"
  3. Enter your email and create a password
  4. Verify your email address

Dashboard Overview

Once logged in, you'll see your dashboard where you can:

  • View all your proposals
  • Create new proposals
  • Check analytics
  • Manage templates

Creating Your First Proposal

Using a Template

  1. Click "New Proposal" on your dashboard
  2. Browse our template library
  3. Select a template that fits your needs
  4. Click "Use Template" to get started

Customizing Content

  • Click on any text to edit
  • Replace placeholder images with your own
  • Adjust pricing and packages
  • Add or remove sections as needed

Adding Sections

Propossi offers various section types:

  • Text sections for descriptions
  • Image sections for visuals
  • Pricing tables for services
  • Video embeds for multimedia
  • Testimonials for social proof

Preview and Send

Before sending:

  1. Click "Preview" to see how it looks
  2. Check all links work correctly
  3. Verify pricing is accurate
  4. Use "Send" to email directly to client

Tips for Success

  • Use our AI assistant for content suggestions
  • Save frequently used sections as snippets
  • Track client engagement with built-in analytics

Stay Up To Date

Stay up to date with our latest news and product announcements.

X Enterprises Footer Background
Propossi Logo

Enter the world of Propossi, your cutting-edge solution for easy creation of professional proposals. With our AI-powered platform, equipped with intuitive design templates and automated content generation, crafting compelling proposals has never been simpler.