How it works

Proffa documentation

Step-by-step guides with screenshots, covering everything from signing in to building proposals and onboarding clients.

5 guides

Covering the whole platform

Step by step

Clear, numbered instructions

Screenshots

Every step illustrated

Start to finish

From sign in to onboarding

Getting Started

How to sign in to Proffa, recover a forgotten password, and find your way around the workspace for the first time.

Set up your company details, branding, service categories and templates, so every proposal you send is consistent.

Turn enquiries into signed, onboarded clients: create a deal, send a proposal, and track what is still unsigned.

Build a proposal from your service templates, send it for online signature, and see what happens after it lands.

View and manage client records, engagement letters and onboarding responses once a proposal has been signed.

Create your first proposal today. It takes minutes to set up, and your clients can sign without ever logging in.

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