ProposefulGetting started
From your application to the first link you send. We do the setup with you.
Apply
Tell us about your firm and the documents you send. We reply to every application by email.
We set up your account
On a short call we agree your branding and the document types you need. We add your logo and colours and prepare a template for each type.
Draft and publish
You draft each document with our builder from your own notes and figures. When it is ready, you publish it to its own link with a PDF copy.
Send the link
Paste the link into your email as you would an attachment. Your account shows when each document has been opened.
What your client receives
A page that opens straight away in their browser, with your name at the top and a button to download the PDF. This is a sample freight proposal as a buyer sees it.
Apply for an account
We set up each account by hand around your branding and the documents you send, so we take on a small number of firms at a time.