Getting Started
Know your proposal dashboard
Your home base for every proposal you create, send or track.
What's on the dashboard
When you log in, you'll typically see:
- Proposal list — Every proposal you've created, with client name, current status, last activity date, and quick actions to open, rename or delete.
- Status filters — Jump to proposals at one stage — Draft, In Review, Sent, Viewed, Signed or Lost.
- Search bar — Find a proposal by name.
- New Proposal — Starts the proposal creation flow.
- Activity and notifications — Recent client actions — views, comments, sign-offs and chat messages.
- Reviews panel — Changes your teammates have suggested and sent over for approval.
- Settings — Your account and brand settings, plus any integrations you've set up.
Why it matters
The dashboard is designed so you never have to dig through email threads to know where a deal stands — every proposal's status is visible at a glance.
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