Help Center

How can we help?

Answers to the most common questions. Can't find what you need? Email the team - we usually reply within a business day.

🚀Getting started

How do I create my first proposal?

Sign up for a free account, click "New Proposal" from your dashboard, pick one of the 5 templates, fill in the project details (or click "Try sample data" to see how it works), and hit Generate. The AI drafts a full proposal in about 30 seconds - then you can edit, share, or export it.

Do I need a credit card to sign up?

No. The free plan includes 3 proposals per month, all 5 templates, PDF export, and public share links. No card required, no trial period - just free forever.

Can I try the AI without signing up?

Yes - our live sample proposal at /p/demo shows exactly what your client receives. To generate your own, you'll need a free account so we can save drafts to your dashboard.

What languages does the AI support?

The AI generates proposals in English by default, with formal support for Chinese (Simplified) and Spanish. Other languages work but may produce less polished output - we're expanding language coverage based on demand.

💳Pricing & billing

What's the difference between Free and Pro?

Free: 3 proposals/month, all templates, PDF export, share links with analytics. Pro ($19/mo): unlimited proposals, Word export, custom branding, e-signature collection, and priority support. Annual billing saves 20%.

Can I cancel anytime?

Yes. Cancel from Account Settings -> Subscription. You keep Pro features until the end of the current billing period - no clawback, no penalty.

Do you offer refunds?

We offer a 30-day money-back guarantee on your first paid month. After that, payments are non-refundable except where required by law. Just email support@proposalsgen.com.

How does annual billing work?

Annual plans are billed once per year at a 20% discount vs monthly. You're charged immediately on upgrade and the plan renews automatically each year unless canceled.

What happens when I hit the free-tier limit?

You can still view, edit, and share existing proposals - you just can't generate new ones until the 1st of the next month, when your quota resets. Upgrade to Pro anytime for unlimited generation.

AI & content

Does ProposalGen train AI models on my proposals?

No. Your proposal content is never used to train AI models. Our provider (DeepSeek) contractually does not use API traffic for training. Prompts are retained for 30 days for debugging, then deleted.

Can I edit the AI-generated text?

Yes - every proposal is fully editable. Open the AI Editor (/editor) for in-place rewrite, tone changes (professional, friendly, persuasive), expand, shorten, fix-grammar, and translation. Your edit history is saved so you can revert.

Is the AI output accurate?

AI-generated text is a starting point, not a finished document. Always review pricing, scope, legal terms, and any specific claims before sending. We make no warranty that AI output is factually accurate or fit for a specific purpose.

Can I use ProposalGen for legal documents?

Proposals and quotes are fine for general business use. For binding contracts (employment, real estate, IP assignment), have a lawyer review the output. Our Service Agreement and SOW templates are a starting point, not legal advice.

📊Sharing & analytics

How do share links work?

From any proposal, click "Share Link". We generate a unique URL (e.g. proposalsgen.com/p/abc123) that shows only that single proposal - no account access, no other documents. Anyone with the link can view until you disable or expire it.

What analytics do I get?

For each shared proposal: total views, unique visitors, device breakdown (desktop/mobile/tablet), average time on page, average scroll depth, and sign-click events. The dashboard shows 30-day trends and per-document stats.

Can I password-protect a share link?

Password protection is available on Pro plans. Set a password when creating the link - viewers will be prompted before they can see the proposal. Useful for sensitive pricing or pre-launch deals.

Can I see who specifically viewed my proposal?

No - visitor tracking is anonymous by design. We see a browser-local visitor ID (stored in localStorage), IP-derived country, device type, and engagement metrics. We do not attempt to deanonymize viewers. You'll know someone looked, but not who.

Do share links expire?

By default, no - links stay active until you disable them. You can optionally set an expiry date when creating a link, useful for time-bound quotes and proposals with a "valid until" clause.

✍️E-signatures

Are electronic signatures legally binding?

Yes - our signatures are designed to comply with the U.S. ESIGN Act (15 U.S.C. § 7001) and the EU eIDAS Regulation. We maintain audit logs for 7 years including IP, device info, and timestamps. However, some documents (wills, real estate, certain family law) require additional formalities - check your local jurisdiction.

How does the signing flow work?

When you share a proposal, the viewer clicks "Accept & Sign". They're taken to a signing page where they confirm their identity (name + email), review the proposal, and apply their signature. Both parties receive an audit-trail record. The document status updates to "signed" on your dashboard.

Do I need to install anything to sign?

No. Signing happens entirely in the browser - no downloads, no plugins, no account required for the signer. Works on desktop, tablet, and mobile.

How long are signature audit logs kept?

7 years, per ESIGN Act record-keeping requirements. Even if you delete your account, we retain audit logs for the statutory period before deletion.

🔒Privacy & data

Where is my data stored?

Your proposals and account data are stored in Supabase (encrypted at rest, hosted on AWS). AI prompts are sent to DeepSeek for processing and retained for 30 days. Payment data is handled by Creem - we never see or store your full card number.

Can I export my data?

Yes. Export any proposal as PDF or JSON from the dashboard. Account settings has a "delete account" option that permanently removes all proposals, share links, signatures, and analytics within 30 days. You can also request a data export by emailing privacy@proposalsgen.com.

Do you sell my data?

No. We don't sell personal data to third parties. We don't use third-party advertising cookies. The only data sharing is with our infrastructure vendors (Supabase, DeepSeek, Creem, Vercel), each bound by data processing agreements.

Are you GDPR compliant?

Yes. EU/UK users have full GDPR rights including access, rectification, erasure, and the right to object to processing. You can lodge a complaint with your local data protection authority if you believe we've mishandled your data.

Still have questions?

We reply to every email personally - usually within a business day. No bots, no tiers, no “please wait 48-72 hours” nonsense.

support@proposalsgen.com