User Guide
Everything you need to know to create professional proposals
1Getting Started
Create your first professional proposal in just a few steps.
1. Set up profile
Add your company details, logo, and bank information in the settings.
2. Create text blocks
Create reusable text blocks for common content like service descriptions.
3. Create proposal
Choose a design, add content, and use AI assistance.
4. Export & send
Download the proposal as PDF or share it via link.
2Creating Proposals
Proposals consist of different sections that you can flexibly combine.
Proposal Structure
Heading
Structure your proposal with headings for different sections.
Text Block
Free text sections with rich text editor and AI support.
Text Module
Insert predefined, reusable text blocks.
Pricing Block
Line items with prices, quantities, and automatic total calculation.
Status Workflow
Proposals can also be marked as "Declined".
3Text Blocks
Text blocks are reusable content pieces that you create once and use in any number of proposals. Organize them by category for quick access.
Example Text Blocks
Cloud Migration Service Description
Agile Project Approach
Liability Disclaimer
Tip: Use placeholders like {clientname} or {projectname} for dynamic content that gets replaced when inserted.
4Designs & Templates
Choose from three professional designs that automatically adopt your corporate design.
Classic
Traditional business document with classic layout.
Modern
PopularContemporary design with color accents and clear structure.
Elegant
Minimalist premium design with gold accents.
Visibility Settings
Customize which elements appear in your proposal:
5AI Features
SimpleProposals uses artificial intelligence to help you write. All AI features are available directly in the editor.
Slash Commands
Type / in the text editor to open the AI menu. Select a command from the list.
Available AI Commands
/einleitung(No selection needed)Write Introduction
Generates a professional introduction for your proposal based on the project context.
/erweiternSelect textExpand Text
Makes the selected text more detailed and comprehensive without changing the meaning.
/umschreibenSelect textRewrite Text
Improves clarity, flow, and professionalism of the selected text.
/kürzenSelect textShorten Text
Condenses the selected text to the essentials.
/professionellerSelect textMake Professional
Transforms the text into a more formal, business-like tone.
/englischSelect textTranslate to English
Professionally translates the selected text to English.
/deutschSelect textTranslate to German
Professionally translates the selected text to German.
AI Chat
For more complex requests, you can use the AI chat. Ask free-form questions or request custom text adjustments.
Write me a paragraph about our experience with cloud migrations
With our extensive expertise in cloud migrations, we guide you...
6Customer Management
Manage your customers centrally and link them to proposals for faster access.
Add Customers
Save company names, contacts, addresses, and contact details. Use tags for better organization.
AI Auto-complete
Just enter the company name – AI automatically finds address, website, and other information.
Ready to get started?
Create your first professional proposal with SimpleProposals now.