Getting started

Up and running in minutes.

Five short walkthroughs. In about ten minutes you'll have your first proposal in a client's inbox and payments switched on.

  1. Step 01

    Configure organisation settings

    Add your business name, time zone and branding. This is what your clients see on every proposal you send.

  2. Step 02

    Enable payments

    Enter your business details to start accepting payments. This is what lets Propel charge invoices for you automatically.

  3. Step 03

    Create a service

    Set up reusable service templates. Build them once and drop them into any proposal in a couple of clicks.

  4. Step 04

    Add your first client

    Add the client you want to send a proposal to. You can bring the rest of your book across later.

  5. Step 05

    Build a proposal template

    Save a reusable proposal template so every future proposal takes a minute to send, not an hour.

Ready to try it yourself?

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