The first time you sign in, a “Start here” checklist appears on the owner's dashboard to guide you through the first steps. It completes itself as you progress and disappears once you're done.
- 1Set up your brand: upload your logo, choose your colors and your subdomain.
- 2Create your first proposal.
- 3Send it to a client.
- 4Create a second proposal.
Consejo: The checklist hides itself once the 4 steps are complete. Below it, the “Get the most out of it / Discover” card gathers links to key features: the library, the PDF, the proposal types, and how to link a proposal to the client.