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Getting Started Guide

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Frequently Asked Questions

How does the AI generate proposal content?

Our AI uses GPT-5 mini to generate professional, persuasive content based on the project details you provide. It creates content for each section (Overview, Scope, Deliverables, Timeline, Pricing) tailored to your specific project and client.

Can I edit the AI-generated content?

Absolutely! The AI gives you a great starting point, but you have full control to edit, add, or remove any content. You can also regenerate individual sections if you want a different version.

How many proposals can I create?

Free plan: 3 proposals/month. Solo plan: Unlimited proposals. Agency plan: Unlimited proposals with team features.

What formats can I export proposals in?

You can export proposals as PDF documents. Free plan PDFs include ProposelyAI branding in the footer. Paid plans have no branding.

How do I send proposals to clients?

Solo and Agency plans can send proposals directly via email. Clients receive a beautiful, branded link to view and accept the proposal online.

What are e-signatures?

E-signatures (Agency plan) allow clients to digitally sign proposals. They type their name, and we capture a legally binding signature with timestamp and IP address.

How do teams work?

Agency plan includes team features. Create a team, invite up to 5 members, and assign proposals to the team for collaboration. Team members can view and edit shared proposals.

Can I cancel my subscription?

Yes, you can cancel anytime from your billing settings. Your access continues until the end of your billing period.

Do you offer refunds?

We offer a 14-day money-back guarantee. If you're not satisfied, contact us for a full refund.

Is my data secure?

Yes, we use industry-standard encryption (SSL/TLS) for all data in transit and at rest. Your proposals and client data are never shared with third parties.

Still have questions?

Our support team is happy to help you with anything.