Plan on 10–20 minutes from signup to a branded workspace you can send from.
[Setup-wizard-steps] New workspaces open Workspace setup with four chips: Company → Defaults → Verify → Mailbox. Admins cannot leave setup until at least one company exists.
1. Sign up
- Open app.inproqu.com and Sign up.
- Use an email you can open. You will confirm it next (unless you use Google or Microsoft sign-in).
- If you have no workspace yet, give it a name. A workspace holds companies, clients, documents, and integrations.
Invitees skip this wizard. They join an existing workspace.
2. Company (required)
[Setup-company-form] The wizard company step is a short form. Name is required. Logos are optional here.
Set:
- Company name
- Square logo (lists, cover cards)
- Full / wordmark (letterhead)
- Primary and accent colors
- Website, contact email, phone, address
Those contact fields become variables such as {{company_name}} and {{company_email}}.
Tip: After setup, open Companies → [your company] → Branding settings for the full editor (letterhead style, default terms, document footer). The wizard never asks for letterhead style.
[Companies-branding-settings] Reopen Branding settings anytime. You are not locked into the short wizard values.
3. Defaults
Applies to new documents only. Change later under Settings → Documents.
| Setting | Notes |
|---|---|
| Default currency | ISO code (USD, PHP, EUR, …) |
| Validity (days) | 0 means no automatic expiration |
| Tax / discount | Workspace defaults; override per document |
4. Verify your email
Until the login email is confirmed, sharing and PDF export stay paused. You can keep building.
- Resend confirmation from the Verify step or Account.
- Continue anyway lets you draft. Send stays blocked until the inbox link is clicked.
- Google or Microsoft sign-in often skips Verify.
5. Mailbox (optional)
Share links work with no mailbox. Connect Gmail, Outlook, or Zoho Mail if you want Send from inside InProQu.
Not ready? Choose Use share links for now, then Go to workspace.
Tip: Custom SMTP is Pro+ under Settings → Email. It is not in the wizard. Full guide: Email.
After the first send, connect only what you need: CRM / Contacts to stop retyping clients, a processor to get paid on the link, Slack for view alerts. See How the workspace fits together.
After you leave setup
[Getting-started-checklist] The dashboard shows You’re ready to create documentsand a Getting started checklist: verify, mailbox (optional), create a document, share. You can dismiss the checklist only after you have at least one document.
Set Account → Profile → Title / position once. It autofills Sign as sender later. That field is not in the wizard.
Stuck in setup
- Cannot leave setup. Add a company first.
- Send / PDF blocked. Confirm email, or you used Continue anyway too early.
- Wrong brand later. Fix it on Companies, or switch the company on the document.