Frequently Asked Questions
Have questions? No problem. If these don’t answer your questions, feel free to click the blue chat icon in the lower right to talk with us.
What do I need to do to get started?
Simply register for an account on Proposa at the Team or Business tier.
After you register, start a new live chat request and let us know you’d like to get started with white glove onboarding.
We’ll ask for a few documents. Normally, this will be a sales proposal you’ve used previously. Send us a PowerPoint, a Word Doc, or a PDF to get started. Then we’ll schedule a time with you and your team to get started.
What does the onboarding session look like?
We’ll do a live call with one of our integration specialists and your team on the other end. We’ll share our screen with you and you can watch how we take your materials and transform them into a beautiful digital experience. You can ask questions at any time and we’ll record the session and send you a video file for future reference.
What happens after onboarding?
You and your team will be experts in Proposa and you’ll also have a wonderful proposal pre-built for you that you can use for future proposals.
Creating new proposals from that base is as simple as a click and you’ll be surprised at how much efficiency you gain.
What's the catch?
There’s no catch. All you have to do is register at the Team level or above and let us know that you’re interested. You must redeem your onboarding session within 30-days of account creation.
If you’re in the trial period, do note that we’ll end the trial at the point of your request and your account will become fully active.
There’s no contract and you can cancel at any time.
Can I purchase extra sessions?
If you’re on the Individual tier or do not qualify for the white glove onboarding program, you can purchase a session with us for a one-time charge of $199.