Guide••10 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
Welcome to Propossi! This comprehensive guide will walk you through everything you need to know to get started.
Creating Your Account
- Visit propossi.com
- Click "Sign Up Free"
- Enter your email and create a password
- 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
- Click "New Proposal" on your dashboard
- Browse our template library
- Select a template that fits your needs
- 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:
- Click "Preview" to see how it looks
- Check all links work correctly
- Verify pricing is accurate
- 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

