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Help & documentation

A step-by-step guide to building, sending and closing proposals on Quiip.ai — from your first login to your client’s signature.

Getting Started

Find your way around, and set up before your first send.

Know your proposal dashboardYour home base for every proposal you create, send or track.Creating your first proposalFrom New Proposal to a saved draft, step by step.Set up your brand kitMake every proposal look consistently like you.

Proposal Types

Pick the right document for the deal in front of you.

What is a commercial proposal?The business and pricing side of a deal — what it costs and what you deliver.What is a technical proposal?How the work will be done, rather than what it costs.What is a full-scope proposal?Commercial and technical, combined into one comprehensive document.How to build a custom proposalAssemble your own structure from modular sections.

Building Proposals

Draft with AI, then shape the document.

Writing a prompt to build a proposalTurn a plain-language brief into a structured first draft.Setting up the header and footerGive every proposal the polish of a formal business document.

Status & Signatures

Track where every deal stands, and close it out.

Proposal statuses and how they changeSix statuses track a proposal from draft to signature.How to sign off proposalsApproval and signature, in the same document.Reminders and follow-upsKeep deals moving without having to remember to chase.

Team & Collaboration

Roles, permissions and inviting your teammates.

Roles and permissionsWhat each role can do, and how to invite teammates.

Integrations

Send from your own domain and connect your tools.

Email sending and SMTP setupSend proposals from your own domain, not a generic address.

Resources — Quiip.ai