Documentation

How the product works, in the order you will need it.

Basics

Getting started

Create your workspace, invite your team and bring the first deal in.
From your site to a signed contract

You have a simple site and something to sell. This is the whole path, once.
Pipeline and stages

Stages are data you control. The product only knows three kinds.
Import your data

Bring contacts, companies and deals from Pipedrive, HubSpot or any CSV.

Selling

Platform

Integrations and API

Connect what you already use, and drive from the API everything the screen does.
Sending from your domain

The lead sees your address, and the sending reputation becomes yours.
Security and your data

Isolation, audit trail and export: what we guarantee, and how.

Proposal templates

Cookies, in one screen.

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