Frequently asked questions

Answers before
you start building

Clear answers about building proposals, sharing links, collecting signatures, payments, pricing, AI, and document security.

Product

Proposals Builder is a workspace for creating client-ready proposals, sharing live links, collecting signatures, tracking engagement, exporting PDFs, and managing the follow-up workflow.

Sharing and signing

No. Recipients can open a secure view or signing link and complete their assigned fields without creating an account.

Plans and usage

Yes. You can create an account and start building without a credit card. The free plan has monthly usage limits for documents, sends, downloads, signatures, and AI actions.

Security

Signed PDFs are stored privately and accessed through secure, short-lived links rather than public file URLs.

AI and payments

Still deciding?

Start with the free plan, explore the product tour, or send us a question.