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Documentation

Declario documentation

How to build, send and track proposals in Declario, and what happens after you press Send. Every page describes the product as it works today.

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Sections

  1. Getting started

    Account, trial, workspace, first client, first proposal and sending it.

  2. Proposals

    Blocks, the editor, templates, sending, statuses, approval and versions.

  3. Tracking

    What is recorded when a client opens a proposal, what is not, and how the engagement score works.

  4. Clients

    Client fields, CSV import and CSV export.

  5. Follow-ups

    Automatic reminder emails after you send a proposal: sequences, conditions, timing and variables.

  6. Signatures

    How clients sign, what the audit record contains and what the fingerprint covers.

  7. Team

    Adding members, the three roles and what each can do.

  8. Settings

    What each settings tab does and who can change it.

  9. Integrations

    Slack, signed webhooks and HubSpot: what each sends and how to set it up.

  10. Custom domains

    Serve proposals from your own domain: requirements, DNS setup and verification.

  11. Billing

    Plans, limits, the trial and payments through Paddle.

  12. FAQ

    Short answers to common questions.

Can't find something?

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