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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 .
□ Projects Create and manage your projects. ▤ Proposals Build, send, and track proposals. ▱ Files Store and organize project files. ↗ Follow-up Track status and next steps. qb QuickBooks Prep Prepare accepted work for QuickBooks. ◌ Team Access Work together with roles and permissions. ◇ Account Manage your account and billing. ☏ Support Get help and find answers.
Start here ? What is PropoKit? Understand the workflow from project to accepted work. ▥ Dashboard overview Learn where projects, proposal actions, account tools, and next steps live. ↗ Build your first proposal Create a project, add sections, and prepare for delivery.
Popular topics Create a new project → Export a proposal as PDF → Create a signing link → Prepare for QuickBooks → Project Files → Team Access → See all guides → Tip Most answers are in our guides. If you still need help, our support team is here for you.
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↗ 1. Getting started Set up your account and understand the basic workflow.
What is PropoKit? Dashboard overview Create a new project Create a project for a new customer Create a project for an existing customer Build your first proposal View all → ▤ 2. Proposal workflow Build, deliver, and track customer-ready proposals.
Add products and services Use the Content Library Use AI-assisted drafting Export a proposal as PDF Create a signing link Create an email draft Track proposal status View all → qb 3. QuickBooks prep Understand what happens after a proposal is accepted.
Prepare accepted work for QuickBooks Create or update a QuickBooks invoice What stays in PropoKit vs QuickBooks View all → □ 4. Files and tools Keep project assets and proposal documents organized.
Project Files PDF Combiner Proposal versions QR codes View all → ◌ 5. Team access Learn how Pro works for teams.
Team Access Roles and permissions Shared project files Shared proposal library View all → ◇ 6. Account and safety Manage account safety, data, and support actions.
Request Data Export Delete my account safely Billing and plans Contact support View all →
No visible guide cards match that search. Try "project," "PDF," "QuickBooks," "team," or "account."
Popular guides Start with the actions most users need during setup, proposal delivery, and account safety.
□ Create a new project Start with the customer, project name, files, notes, and early job details. → ◇ Add products and services Use saved items, pricing, and descriptions to build proposals faster. → qb Prepare accepted work for QuickBooks Keep drafts in PropoKit and prepare accepted work for QuickBooks when connected. → ◇ Delete my account safely Learn how account deletion uses email confirmation and a final signed-in step. → Still need help? If you cannot find the answer, contact PropoKit Support. Include what you were trying to do, where you got stuck, and any safe screenshots that do not show private customer data, tokens, or payment details.