Getting Started with Proposal Air

What is Proposal Air?

Proposal Air is an AI-powered platform for creating professional proposals for freelancers, consultants, and small businesses. With intelligent automation and legally compliant templates, you can create compelling proposals in minutes that impress your clients.

Your First Steps

1. Create an Account

Sign up for free at proposalair.io and confirm your email address.

2. Set Up Your Profile

Enter your business details:

• Company name and legal form
• Contact details (address, phone, email)
• Tax number or VAT ID
• Bank details for payment information
• Logo for professional letterhead

3. Create Your First Proposal

1. Click "New Proposal"
2. Select an existing customer or create a new one
3. Describe your project in natural language
4. Let the AI suggest service items and pricing
5. Customize the proposal to your needs
6. Choose a template for the layout
7. Export as PDF or send directly via email

Key Features

AI-Powered Proposal Creation

Describe your project in your own words. Our AI creates professional service items with market-appropriate pricing suggestions.

Service Catalog

Manage your typical services with prices, units, and tags. The AI automatically uses your catalog during proposal generation, and you can add services as work packages directly in the editor with a single click.

Interactive Pricing

Offer your clients optional services and choice packages. Clients can select/deselect items and adjust quantities on the proposal page — pricing recalculates in real-time.

Legally Compliant Templates

All templates include the required mandatory information under German law and are optimized for various legal forms. AI guardrails control tone, style, and language per template.

Customer Management

Store customer data GDPR-compliant and quickly access it for follow-up proposals. Company name and address are automatically captured during proposal acceptance.

Electronic Signature

Have your proposals signed digitally – legally valid and without media breaks.

Comments & Discussion

Clients can ask questions directly on the proposal page. You see all comments in your proposal detail view and can reply instantly — like a chat.

Payment Collection

Connect Stripe and collect deposits or full payments directly when sending proposals. Your client pays securely via credit card or SEPA.

Automatic Reminders

Configure follow-up reminders for unanswered proposals. Proposal Air reminds your clients automatically — no need to chase them manually.

Proposal Tracking

See when your customer opens the proposal and receive notifications for important events.

Export Options

Export your proposals as PDF, send them via email, or share a link for online viewing.

Tips for Getting Started

1. Use AI suggestions as a starting point and adapt them to your industry
2. Create templates for recurring project types
3. Maintain your customer database for faster proposal creation
4. Enable notifications so you don't miss any customer responses

Next Steps

• Proposal Best Practices – Learn what makes a compelling proposal
• Pricing – Calculate your optimal hourly rate
• Electronic Signatures – Understand the legal foundations

Need Help?

Have questions or problems? Our support team is happy to help:

• Email: contact@proposalair.io
• Documentation: You're already here