Resources
Help and guides
Everything you need to get the most out of Frameboard. 45 articles across 6 categories.
Getting started
Account setup, first proposal, catalogue configuration, and onboarding basics.
Proposals
AI generation, builder features, sections, templates, sending, and client approval.
Analytics
Pipeline tracking, per-proposal analytics, revenue reporting, and KPI targets.
Billing
Plans, AI credits, top-ups, payment collection, Stripe setup, and invoicing.
Integrations
CRM sync, Slack, Zapier, webhooks, API keys, and OAuth setup.
Account
Profile, team management, SSO, MFA, branding, and organisation settings.