Frequently Asked Questions

ProposalFlow is an AI-powered proposal management platform designed for freelancers and small teams. It helps you create professional proposals quickly, manage clients, track proposal performance, and get AI-powered pricing recommendations to close more deals.

Getting started is simple! Head to our signup page, create an account with your email, and you'll immediately get access to our 14-day free trial. No credit card required. You can start creating proposals within minutes.

Yes! All new users get a 14-day free trial of our Professional plan. You'll have full access to all features during your trial. If you don't want to continue after the trial, just cancel—you won't be charged.

No, you don't need a credit card to start your free trial. We'll only ask for payment details if you decide to continue your subscription after the trial ends.

We offer professionally designed templates for common industries including design, development, marketing, consulting, and more. You can customize any template to match your branding, and save your customized versions for future use.

Absolutely! Every proposal can be fully customized with your company logo, colors, fonts, and branding. You can set up your branding once and it'll apply to all your proposals automatically.

Clients can sign proposals directly within ProposalFlow. Once a client signs, you get an audit trail showing when and from where they signed. Signed proposals are marked as accepted in your dashboard.

Our Smart Deal Advisor is an AI system that analyzes your historical proposal data to give you real-time recommendations. It suggests optimal pricing ranges, flags risky discounts, recommends relevant proposal sections, and predicts the likelihood of acceptance for your current proposal.

Yes! You'll get real-time notifications when clients view your proposals, along with details like how long they viewed it, what sections they spent the most time on, and whether they viewed it on mobile or desktop.

Yes! You can save sections you commonly use and reuse them across multiple proposals. This saves time and ensures consistency across all your proposals.

Check out our Pricing page for a detailed comparison of features across Starter, Professional, and Enterprise plans. Each plan is designed for different business sizes and needs.

Yes! You can upgrade or downgrade your plan at any time. If you upgrade, you'll be charged a prorated amount for the remainder of your billing cycle. Downgrades take effect on your next billing date.

Yes! When you pay annually, you get a 20% discount compared to monthly billing. Contact our sales team for more details on annual pricing.

After your 14-day trial, your account will continue at the plan level you selected during signup. If you don't want to continue, you can cancel anytime from your account settings and won't be charged.

Yes, security is our top priority. All data is encrypted in transit and at rest. We comply with industry security standards and regularly undergo security audits. Your proposals and client data are protected behind enterprise-grade security.

Click the "Forgot password" link on the login page. Enter your email address and we'll send you a secure link to reset your password.

Yes! Depending on your plan, you can invite team members to collaborate. The Starter plan supports 1 user, Professional supports up to 3 users, and Enterprise supports unlimited team members.

Yes, you can export your proposals, client data, and analytics at any time. We want to make sure your data is always accessible to you.