> ## Documentation Index
> Fetch the complete documentation index at: https://docs.prophic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart: From Client Brief to Proposal in Minutes

> Walk through the minimum steps to generate your first Prophic proposal from a new client brief, from project creation to PDF or DOCX export.

This guide walks through the minimum steps to generate your first Prophic proposal from a new client brief. It assumes you have at least one Service Role, one Configuration Template, and one Proposal Template set up under the Configurations area. If you have not done that yet, start with the Setup section first.

<Note>
  The Free plan includes 40 one-time AI credits, 2 Projects, and 5 Quick Quotations with no credit card required. Credits do not roll over. See [Plans & Billing](/plans-and-billing) for upgrade options.
</Note>

<Steps>
  <Step title="Create a project">
    1. Go to the **Projects** section from the left navigation.
    2. Click **New Project**.
    3. Fill in the project name, assign a customer (or create a new one), and choose a project type (**Fixed Bid** or **Time & Material**).
    4. Attach a **Configuration Template**. This sets the service roles, rates, buffer, and hours per day for the project.
    5. Click **Create Project**.
  </Step>

  <Step title="Add requirements">
    1. Inside the project, go to the **Scope** tab.
    2. Click **Add Scope Version** (or use the default V1).
    3. Paste raw text requirements in the text field: meeting notes, a brief email, bullet points.
    4. To attach a document, click **Add Document** and upload a PDF or DOCX file.
    5. Click **Save Requirements**.
  </Step>

  <Step title="Run requirement analysis">
    1. Go to the **Requirement Analysis** stage.
    2. Click **Generate Analysis**.
    3. Prophic reads your scope text and documents and produces: a project overview, functional requirements, non-functional requirements, technical specifications, risks, assumptions, open questions, and open items.
    4. Review each section. Edit any entry that does not match the actual scope.
    5. Answer open questions or pass them to the client.
  </Step>

  <Step title="Generate functional specifications">
    1. Go to the **Functional Specification** stage.
    2. Click **Generate FSD**.
    3. Prophic produces a structured specification document based on the analyzed requirements.
    4. Use the split-screen editor to review and refine it.
  </Step>

  <Step title="Build the work breakdown structure">
    1. Go to the **Work Breakdown Structure** stage.
    2. Click **Generate WBS**.
    3. Prophic produces a hierarchical breakdown: components, modules, tasks, and subtasks with hours and service role assignments.
    4. Remove completed tasks, adjust hours, and add missing items inline.
    5. Click **Recalculate** to update all totals.

    <Tip>
      Recalculate runs a local bottom-up calculation and does **not** consume AI credits.
    </Tip>
  </Step>

  <Step title="Review the summary and export the proposal">
    1. Go to the **Summary** stage.
    2. Review total effort, man days, complexity factor, and total cost.
    3. Check the effort and cost breakdown per service role.
    4. Click **Generate Proposal**.
    5. Choose **PDF** or **DOCX** format and download or preview the document.
  </Step>
</Steps>

## What's next

<CardGroup cols={2}>
  <Card title="Configuration Templates" icon="layers" href="/setup/configuration-templates">
    Set up rate cards with service roles, rates, and buffers.
  </Card>

  <Card title="Proposal Templates" icon="file" href="/setup/proposal-templates">
    Brand your PDF and DOCX proposal layouts.
  </Card>

  <Card title="Custom Instructions" icon="sparkle" href="/setup/custom-ai-instructions">
    Override generic AI recommendations with your preferred stack per stage.
  </Card>

  <Card title="Plans & Billing" icon="book" href="/plans-and-billing">
    Compare plans, credit limits, and upgrade options.
  </Card>
</CardGroup>


## Related topics

- [What Is Prophic? The Pre-Sales OS for Agencies](/introduction.md)
- [Prophic FAQ: Credits, Accuracy, Teams, and Proposals](/resources/faq.md)
- [Pre-Sales Best Practices for Faster, Tighter Scopes](/resources/scoping-best-practices.md)
- [27 Client Discovery Questions Before You Quote a Project](/resources/discovery-questions.md)