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All
Getting Started
E-Signature
Deposits & Stripe
Account & Billing
Team Seats
Custom Send Domain
Troubleshooting
Getting Started
How do I create my first proposal?
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How do I send a proposal to a client?
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Can I use a template instead of starting from scratch?
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How many proposals can I send on the free plan?
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Can I edit a proposal after sending it?
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E-Signature
How does e-signing work for my client?
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Is the e-signature legally binding?
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Does my client need to create an account to sign?
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What happens when the proposal expires?
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Can I download a signed copy?
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Deposits & Stripe
How do I collect a deposit from a client?
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How do I connect my Stripe account?
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What fees does Penly charge on deposits?
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Who is responsible for refunds and chargebacks?
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Can free plan users collect deposits?
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How long does it take for funds to reach my bank?
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Account & Billing
How do I upgrade my plan?
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What's included in Pro vs Business?
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How do I cancel my subscription?
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Can I change my email address?
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Is there a free trial for Pro or Business?
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Team Seats
How do I invite a team member?
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What can team members do?
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How do I remove a team member?
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How many seats do I get on Business?
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Custom Send Domain
What is a custom send domain?
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How do I set up my custom send domain?
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Why is my domain showing as pending?
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Troubleshooting
My client says they didn't receive the proposal email.
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The proposal link isn't working for my client.
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Stripe says my account isn't ready yet after onboarding.
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I can't log in to my account.
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My AI-generated proposal doesn't look right.
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