Help & activation

Send your first proposal today — even if you’re stuck

The fastest way to know if ProBuilderStack works is to use it on a real job. Follow the steps below and get your first proposal out in under 10 minutes.

Open dashboard

Start with a real job, not test data

Your first job in 3 steps

Use a real job

Do not practice with fake data. Use a real estimate you’re quoting right now.

Generate, then review fast

The first draft does not need to be perfect. It needs to be clean enough to send today.

Send before you leave

Send the proposal while the job is still fresh. Follow up when they open it.

Send your first proposal now →

Do this before anything else

Do not explore the app.

Do not try to “learn everything.”

Just send one real proposal.

That’s how you’ll know if this fits your workflow.

Fix common problems in seconds

Proposal is slow or stuck

• Wait 30 seconds and try again
• Refresh once if inputs changed
• Still stuck → open support with job details

Client didn’t get the proposal

• Resend from dashboard
• Check email spelling
• Ask them to check spam

Client can’t sign

• Make sure they’re using the correct link
• Make sure email matches
• Revise + resend if needed

Knowledge base

Use the right article before you open a ticket

These are the repeat issues we expect. Read the relevant article first, then open support if the workflow still breaks.

Getting started

Use ProBuilderStack on a real job fast so the workflow proves itself.

Send your first proposal in under 10 minutes

3 min

Use a real job, generate the draft, review it fast, and send before the customer cools off.

Proposals

Generate, send, track, and sign proposals without losing momentum.

What to do when the client says they never got the proposal

2 min

Check spelling, resend from the dashboard, and confirm they are opening the right link.

Fix client signing problems fast

3 min

Most signing issues come from the wrong link, the wrong email, or a stale proposal version.

Branding

Make proposals look like your company and clean up the presentation.

Set up branding so every proposal looks professional

4 min

Clean branding makes the proposal feel like it came from a real company, not a quick doc.

Billing

Handle upgrades, invoices, plan changes, and failed billing cleanly.

Upgrade, downgrade, or handle invoices without waiting on support

2 min

Use the billing portal first for card updates, invoices, and plan changes.

Troubleshooting

Fix the common blockers before a real job stalls.

What to do if proposal generation is slow or looks stuck

2 min

Most generation issues are temporary. Check inputs, retry once, then send support the job details.

6 articles live in the help center right now.

Get help in the right place

Proposal help

For generating, sending, signing, or anything blocking a real job

Open support inbox →

Billing help

For payments, invoices, plan changes, or failed billing

Open billing support →

Branding help

For logo, colors, proposal appearance, or setup help

Open branding support →

Want it set up for you?

Premium helps you turn ProBuilderStack into a working quoting system fast.

Branded proposal setup

Reusable quote structure

Pricing + terms cleanup

One real proposal review

Start Premium setup →

FAQ

How do I get help fastest?

Open the support inbox and include the job details, what broke, and what you need next.

Is this hard to use?

No. Most users send their first proposal in under 10 minutes.

What if something breaks?

Use the support inbox with the proposal number, what happened, and whether a callback would solve it faster.

What does Pro include?

Everything needed to generate, send, and track proposals.

What if I don’t like it?

30-day refund. No hoops.

Don’t overthink it. Send one proposal.

Use your next real job.

Generate the proposal.

Send it before you leave.

That’s the workflow.

Send your first proposal now

Takes under 10 minutes