Documentation
Docs
Everything you need to connect your CRM, build your template library, and start sending branded proposals in under 20 minutes.
01
Getting Started
Create your account, connect your CRM, and authorize Gmail or Google Workspace. Estimated time: 5 minutes.
- arrow_right Create your account
- arrow_right Connect Pipedrive or HubSpot
- arrow_right Authorize Google send
- arrow_right Send your first test proposal
02
Templates
Build templates with AI generation or import your own HTML. Configure merge fields and brand assets.
- arrow_right AI template generation
- arrow_right Importing custom HTML
- arrow_right Merge field syntax reference
- arrow_right Brand asset uploads
03
CRM Integration
How the sidebar widget works inside Pipedrive and HubSpot, and how deal fields map to template merge fields.
- arrow_right Pipedrive setup guide
- arrow_right HubSpot setup guide
- arrow_right Field mapping
- arrow_right Troubleshooting OAuth
Merge field reference
Merge fields use double-brace syntax and map directly to your CRM deal record fields.
| Field | Maps to | Example output |
|---|---|---|
{{first_name}} |
Contact first name | Jane |
{{company}} |
Organization name | Acme Lending Group |
{{deal_title}} |
Deal name in CRM | Refinance Q3 2026 |
{{deal_value}} |
Deal value / loan amount | $245,000 |
{{rep_name}} |
Sending rep full name | Michael Torres |
{{send_date}} |
Today's date | June 23, 2026 |
Custom fields from your CRM deal record are also supported. See the field mapping guide for details.
Can't find what you need?
Our full documentation is under active development. In the meantime, reach out — we'll walk you through anything.
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