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12 answers
Common questions
How do I create my first document?
Open AI chat with your client notes or choose a template. Review the brief and outline, generate your draft, then refine the wording and design in the editor. Read more →
Which files can I use as sources?
Add TXT, Word or PDF documents, paste notes, or choose a supported connected source such as a meeting transcript or CRM deal. Review the imported context before generating. Read more →
Can I return to an outline later?
Yes. Open the saved chat from Recent chats and continue from its outline. Review the structure before generating your document. Read more →
How do AI edits work?
Select the content or describe the change you want. Review the proposed edit, then apply it or discard it. You can keep editing manually. Read more →
How do I share documents with a client?
Publish a proposal link or assemble a client room with the relevant documents. Set access and acceptance options, preview the client experience and share when ready. Read more →
Does Propovo read my email or track replies?
No. Gmail, Outlook and SMTP connections are for sending. Review the recipient and message before sending from your connected account. Read more →
What can Copilot use for follow-up?
Copilot uses recorded proposal activity, feedback in Propovo, document status and timing to suggest next steps. You decide whether to draft a message, revise the proposal or dismiss the action. Read more →
How do client payments work?
Create deposit or milestone requests for accepted work using your own payment link. Payment takes place with your provider. Record the receipt in Propovo when it arrives. Read more →
How do team seats and approvals work?
Internal members use workspace seats; clients do not need paid seats. Set member roles and approval rules. Remove excess active members before reducing your seat count. Read more →
Where can I manage billing?
Open workspace billing to review your plan, seats, invoices and available changes. Review the final quote before confirming a paid change. Read more →
Can I use my own branding?
Add your logo, colors and fonts, then refine the proposal layout. Save reusable content and templates for future work. Read more →
A connection or page is not working. What should I check?
Check the selected workspace, your role and the connection status in Settings. Reload once, then contact us with the page, time and steps that led to the issue. Do not send passwords or access tokens. Read more →
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Tell us what you were trying to do and where you got stuck.