Training
Five videos that take you from sign-up to power user. Watch them in order, or jump straight to the part you need.
pro-posal.io is in pre-release, so treat these videos as a guide. Some screens may look a little different as we keep improving things.
Video 1 of 5 · 10:53
Getting set up
Sign-up, Paul, your settings and a first simple proposal.
New since this video was made: you can now ask Paul to rewrite a section, or the whole proposal, from the editor. How it works
In this video
Video 2 of 5 · 5:34
Quotes and Current RMS
Pull quotes from Current RMS the right way, or build them by hand.
In this video
Video 3 of 5 · 6:16
Your library, snippets and templates
Case studies, testimonials, small print, snippets and templates.
In this video
Video 4 of 5 · 13:27
A full proposal, start to finish
Build it, understand every section, send it and track it.
New since this video was made: you can now ask Paul to rewrite a section, or the whole proposal, from the editor. How it works
In this video
Video 5 of 5 · 2:45
Power users: after you send
Time-saving tools, changes after you send, and conversations.
In this video
Need a reminder on one thing? Every guide in the Help Centre has its own short video underneath the written steps.