Frequently asked questions

A web app for creating professional business proposals and quotations — with your branding, accurate pricing and GST, approvals and follow-ups — and exporting them as PDF or Word.

No. It runs in your web browser (Chrome or Edge recommended) on any computer.

Your company Admin invites people with a personal link. Everyone signs in with their Google (Gmail) account — there are no passwords to manage.

Each person sees their own work, and the Admin decides what is shared with whom. On Business, department heads can see their department's proposals; on Enterprise you choose exactly who sees what by role, team or reporting line. Approvers see proposals waiting for their approval.

Departments with their heads, so heads can see their department's proposals, and approvals that need several people — any one of them or all of them — with delegation.

Business units, teams, designations and reporting lines; detailed permissions by role, team or person; approval workflows with several levels, parallel approvers, rules by value, department, type or risk, and escalation; approval reports; and your own company address with your branding. Every approval step is checked on our servers and kept in a permanent history.

Changing plan never deletes anything. On a smaller plan, features it does not include are switched off and kept as they are — departments, workflows and the approval history all stay — and they come back when you upgrade. Approvals already under way finish on their original route. Cancelling is different: see Can I cancel?

Yes — CGST + SGST or IGST (worked out from the GSTINs), per-line rates, place of supply, zero-rated exports under LUT, and VAT for other countries.

Pictures, logos and PDF attachments. Proposal text is tiny and practically does not count. You can always see how much you use.

New pictures and attachments are paused until you upgrade or free up space. Everything you already have stays available and can be exported.

Yes, any time, in Settings → Plan & usage. Your plan stays active until the end of the period you paid for, and you can change your mind until then. After that your companies are read-only for 7 days, so you can export everything or reactivate; then their data is permanently deleted. If you simply don't renew, nothing is deleted. See the refund and cancellation policy.

Yes. Your proposals, prices, client details, notes, documents and pictures are encrypted in your browser before they are saved, and stored data is encrypted again at rest. Each company is kept separate and access is checked on our servers for every request. Connections use HTTPS, and the backups you download are protected with your own password. Our staff do not access your content.