Set up your firm

A new organization can be set up in an afternoon. Work in this order: invite your team, upload past winning proposals, set your firm identity, add proposal templates, load your Word export template, then choose your lifecycle options.

• Firm identity, make drafts sound like your firmSet your letterhead details so generated proposals carry your firm's real address, never an invented one.2 min read
• Invite your team and manage seatsInvite teammates, choose their role, and keep an eye on seats from the Users page.3 min read
• Manage customersKeep customer details together, find customer records quickly, and see the proposals linked to each one.3 min read
• Proposal templates and default sectionsBuild a reusable section structure so every new proposal starts with the right outline.2 min read
• Set default approversChoose the people new proposals start with for review, while allowing each proposal to use its own approver list.3 min read
• Set up reference document linksIdentify your document repository, attach useful links to proposals, and carry them into approval and Word export.4 min read
• Turn on in-system review (or finish in Word), and other lifecycle optionsTurn the optional Team and Review stages on or off, and preview the lifecycle before you save.2 min read
• Upload past winning proposals, and bulk importTeach the AI your firm's voice by uploading past proposals, one at a time or in bulk.3 min read
• Your Word export templateUpload your firm's Word file so exports open as your own document, and read the token checklist that decides when it's ready.4 min read