Onboarding Walkthrough
Complete your Proposar setup in 5 minutes.
Step 1: Configure Profile & Branding
Upload Logo & Avatar
- Go to Settings → Profile
- Drag & drop your logo (PNG/SVG, 300x100 recommended)
- Upload avatar photo (square, 200x200)
- Save. Updates appear in all PDFs instantly.
Brand Colors & Signature
- Choose brand color (PDF headings/buttons)
- Add email signature text (appears in all emails)
- Preview changes before saving
- Confirm updates in proposal/invoice previews
Step 2: Set Proposal Defaults
Tone, Currency, Terms
- Tone: Professional, Friendly, Casual, Formal
- Currency: USD, EUR, GBP, INR, AUD, CAD + 50 others
- Terms: Net 30, Net 15, Prepaid 50%, etc.
- Expiry: 7, 14, 30 days auto-set
All future proposals use these defaults. Override per-proposal as needed.
Step 3: Add Your First Client
- Dashboard → Clients → New Client
- Enter name, email, company, industry
- Add tags (web dev, marketing, etc.)
- Optional: notes, phone, website
- Save. Client appears in proposal dropdowns.
Step 4: Create Your First Proposal
Ready? Generate your first proposal now
- Dashboard → New Proposal
- Client: Select from your list
- Project Type: Web design, SEO, consulting, etc.
- Budget: $5K, €10K, etc. (helps AI)
- Generate with AI → 60 seconds later, full proposal ready
- Review & Send (PDF + tracking link)