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Getting started

Prepare the business information you need for a Prastav workspace.

Updated

A workspace keeps your business information and commercial work together. Start with the information your team uses when preparing a customer proposal.

Prepare your business details

  • Business name, contact details, and branding.

  • Business type and subtype, which guide the workspace defaults.

  • Customer details and the people who should receive your proposals.

Prepare your commercial content

Bring together your products or services, pricing rules, and usual commercial terms. Product and service information describes what you offer; rate cards define pricing; proposal templates arrange the final document.

Choose a first proposal

Use a familiar customer requirement as your starting point. Having an existing scope and pricing example makes it easier to review the document against your normal business process.

Continue to proposals

Read the Proposals overview for the main concepts. If you need help setting up your workspace, contact support.

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