Support Center
Product support for TeamlyApp: create agency proposals and SOWs, publish portals, understand tracking signals, collect approvals, and export PDFs.
Quick start
- Open the editor and create a proposal or SOW. Start with proposals first.
- Publish a client portal and share the link.
- Enable password/expiry controls if needed.
- Use timeline + per-viewer signals to follow up with timing.
- Collect a lightweight approval and move accepted work into handoff.
- Export a PDF anytime for your records.
Client portals
- Keep the portal message short and action-oriented.
- Use expiry for time-sensitive reviews (like proposals before a meeting).
- Use password protection for sensitive content.
Tracking
Tracking is most useful when it changes your next step. Treat signals as context, not certainty, especially when docs are forwarded.
- Timeline shows recency.
- Per-viewer signals help identify active stakeholders.
Exports
TeamlyApp is export-first. Export PDFs anytime to keep your work portable and archive-ready.
Try TeamlyApp for your next client doc
Create a workspace to publish portals, enable tracking history, templates, branding, and alerts.