First steps: set up your workspace before the first proposal

Done once, by an administrator. After that, each salesperson just builds their proposals.

1. 1
   Invite your colleagues

   Collaborators menu, then "Invite". Choose each person's role: Admin, Manager or Sales.

2. 2
   Create your theme

   Themes menu: your logo, your main color, a secondary color and a background image. This is how the client space looks.

3. 3
   Set the component styles

   Components menu: the default style of each type of element (headings, text, links, images…). It applies everywhere in the workspace, in every section and every proposal.

4. 4
   Create your reusable sections

   Sections menu: a section is a page block with its fields (title, text, image, link…), layout and style. For example "Service header", "Deliverables list" or "Client references".

5. 5
   Build page structures

   Structures menu: stack sections to get a template, for example "Service page". Every page created from that template will look the same.

6. 6
   Create your categories

   Categories menu: they organize your pages (Strategy, Design, Digital…) and act as filters in a proposal's Services step.

7. 7
   Write your pages

   Pages menu, then "New page": choose a structure, fill in the content, add an icon and a category. You can translate each page's title and description.

8. 8
   Add your team and your files

   The Team menu holds the people you'll present in your proposals, with their role and photo. The Library holds your logos, photos, videos and documents.

9. 9
   Decide how invitations are sent

   Open Settings from your profile menu (bottom left), then Workspace: the "Automatic email when sharing an offer" option emails the recipient as soon as you give them access. It's off by default: salespeople then send the link themselves.