1. Getting started
Set up your account and understand the basic workflow.
Help Center
Learn how to run a cleaner proposal workflow in PropoKit.
Find practical guides for creating projects, building proposals, managing files, tracking follow-up, preparing accepted work for QuickBooks, and managing your account.
Need help from a person? Contact PropoKit Support anytime from the Support page.
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Search by feature, workflow, or question. For example: "new project," "PDF export," "QuickBooks," or "delete account."
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2. Proposal workflow
Build, deliver, and track customer-ready proposals.
3. QuickBooks prep
Understand what happens after a proposal is accepted.
4. Files and tools
Keep project assets and proposal documents organized.
5. Team access
Learn how Pro works for teams.
6. Account and safety
Manage account safety, data, and support actions.
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