Getting started

From sign-up to your first project.

Sign up, set up your company and send your first proposal.

  1. Sign up

    Pick a plan on the Pricing page, tell us about you and your company, and confirm the email we send you.

  2. Sign in

    Use a passkey (Face ID, Touch ID or your device’s screen lock) or a code we email you. There’s no password.

  3. Set up your company

    In Settings › Company, add your details and sites. In Settings › Proposals, set your proposal defaults and payment schedule.

  4. Add your users

    In Settings › Users, tap + Add user. Each person gets an email with a link to set up their account.

  5. Add your first customer

    Add the customer in Customers, then an opportunity organized by Space, with the products in each one.

  6. Send the proposal

    Turn the opportunity into a proposal your customer reviews and signs online. Once it’s accepted, the project is created with every product in place.