# Prophic

- [What Is Prophic? The Pre-Sales OS for Agencies](https://docs.prophic.ai/introduction.md): Prophic AI is a pre-sales operating system that turns any client brief into a structured scope, bottom-up estimate, and branded proposal for agencies and consultancies.
- [Quickstart: From Client Brief to Proposal in Minutes](https://docs.prophic.ai/quickstart.md): Walk through the minimum steps to generate your first Prophic proposal from a new client brief, from project creation to PDF or DOCX export.
- [Prophic Plans, Pricing, and Billing Details](https://docs.prophic.ai/plans-and-billing.md): Compare Free, Pro, Teams, and Enterprise plans — including AI credit allotments, seat limits, add-ons, and how billing cycles work.
- [How Prophic's 5-Stage Pre-Sales Pipeline Works](https://docs.prophic.ai/concepts/pre-sales-workflow.md): Every Prophic project runs through five sequential tabs: Requirements Ingestion, Analysis, FSD, WBS, and Summary. Each stage feeds the next so you can scope, estimate, and propose in minutes.
- [Projects vs Quick Quotes: Choose the Right Workflow](https://docs.prophic.ai/concepts/projects-vs-quick-quotes.md): Prophic offers two quoting workflows: full Projects with five pipeline stages and scope versions, and Quick Quotes, the autonomous quoting pipeline with its own settings.
- [How AI Credits Work in Prophic](https://docs.prophic.ai/concepts/ai-credits.md): AI credits track AI generation across Prophic's pipeline stages. Learn what consumes credits, what does not, plan allotments, add-ons, and how to monitor and optimize usage.
- [Organization Roles and Access Control in Prophic](https://docs.prophic.ai/concepts/roles-and-permissions.md): Prophic scopes all data to an organization. Your role controls what you see and do. Learn how Org Admin, Org Member, and custom roles work, and how seat limits vary by plan.
- [Service Roles: Your Library of Team Personas](https://docs.prophic.ai/setup/service-roles-and-rates.md): Create and manage named team personas in Prophic. Service roles power the WBS and are bundled into Configuration Templates with rates and buffers.
- [Configuration Templates: Rate Cards for Projects](https://docs.prophic.ai/setup/configuration-templates.md): Bundle service roles with rates, hours per day, and buffer percentages in Prophic. Attach a Configuration Template to a project to drive every estimate.
- [Proposal Templates: Branded PDF and DOCX Layouts](https://docs.prophic.ai/setup/proposal-templates.md): Design branded PDF and DOCX proposal layouts in Prophic. Templates pull customer data and pipeline outputs to generate professional client proposals.
- [Custom Instructions: AI Governance per Stage](https://docs.prophic.ai/setup/custom-ai-instructions.md): Add AI governance rules to each Prophic pipeline stage. Custom Instructions enforce your tech stack, terminology, and formatting from the first generation.
- [Team, Roles & Organizations in Prophic](https://docs.prophic.ai/setup/team-management.md): Manage users, roles, and organization settings in Prophic's Administration area. Invite team members, assign roles, and control plan seats.
- [Create a Project and Run the Scope Pipeline](https://docs.prophic.ai/guides/creating-a-project.md): Set up a new Prophic project, attach requirements and documents, and run the five-stage pipeline from analysis through proposal.
- [Quick Quotes: The Autonomous Quoting Pipeline](https://docs.prophic.ai/guides/quick-quotes.md): Use Prophic's autonomous Quick Quotes pipeline to turn a client brief into a priced quote quickly using Quotation Configurations.
- [Edit the Work Breakdown Structure in Prophic](https://docs.prophic.ai/guides/editing-the-work-breakdown.md): Adjust tasks, hours, service roles, and complexity in the Prophic WBS, then recalculate totals locally without consuming AI credits.
- [Export Branded Proposals from the Summary Stage](https://docs.prophic.ai/guides/exporting-proposals.md): Generate and download branded PDF or DOCX proposals from the Summary stage using your Proposal Template and customer record.
- [Pre-Sales Best Practices for Faster, Tighter Scopes](https://docs.prophic.ai/resources/scoping-best-practices.md): Write briefs that produce accurate estimates, prevent scope creep before it starts, and send proposals fast enough to win more deals.
- [27 Client Discovery Questions Before You Quote a Project](https://docs.prophic.ai/resources/discovery-questions.md): A categorised reference of every question to ask before scoping — covering business context, users, integrations, constraints, risk, and more.
- [Prophic FAQ: Credits, Accuracy, Teams, and Proposals](https://docs.prophic.ai/resources/faq.md): Answers to the most common questions about how Prophic works — covering estimates, data handling, plans, credits, and proposal export formats.