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How Proposora works, from your first quotation to billing and data export. Cannot find it? Write to us from the contact page.
12 articles
Getting started
Quotations
- Creating a quotationLine items, sections, discounts, optional items, payment milestones and validity, step by step.
- Pricing, costs and marginsHow totals are computed, how to enter costs privately, and how to use target margin and the catalogue.
- Working with templatesIndustry starter templates, saving your own, and how templates interact with the AI copilot.
- The AI copilot and placeholdersWhat the AI does and does not do, how generations are counted, and how placeholders keep drafts honest.
Sending and getting paid
- Sharing a quotation and customer acceptancePDF download, share links, what the customer sees, accept and reject, and view tracking.
- InvoicesConvert an accepted quotation into an invoice, invoice numbering, GST on invoices and marking payments.
- Follow-ups and the pipelineReminders for quotations that have gone quiet and payments that are due, and how the pipeline view works.
Account and billing
- Billing, plans and the Founders' OfferPlans and limits, the 90-day Founders' Offer, manual billing by UPI or bank transfer, and what happens when a period ends.
- Team members and rolesInviting colleagues, what owners, admins, members and viewers can do, and seat limits by plan.
- Data export, retention and deletionExport your data, how long we keep it, and how to delete your account or organisation.