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1

Describe what you need

On Home, describe the document in Describe the document you need, choose Proposal or Invoice, then click Generate with AI.For example: “A proposal for a café brand identity, budget 8,000 SAR”.
2

Review it in the editor

The AI writes the items, prices and details, then opens the document in the editor. Edit any text or price right on the page; every change saves automatically.
3

See it the way your client will

Click Review to see the document on a desktop, tablet or phone screen, the way your client will open it.
4

Send it to your client

Click Share, then choose Send by email, Copy link or WhatsApp. Your client opens the document from its link, no account needed.
For proposals: your client only sees the Accept proposal button when the document’s status is Sent. Sending by email changes the status automatically. If you copy the link or share it on WhatsApp, change the status to Sent yourself from the Status panel in the editor.

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Prefer to write it yourself?

Click New document in the sidebar and choose From scratch, then enter a Project title and click Create document. The editor opens with an empty document for you to fill in.

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Before you send your first document

Fill in your details once, and they appear on all your documents automatically:
  • Your name, business name and logo in Settings under Personal info.
  • Your bank accounts in Settings under Financial, so they appear on your invoices.

Account settings

Everything in Settings, and where it shows up on your documents.