Get started with Apropos
Set up your Apropos account, review your starter services, and send your first document in about a minute. New accounts start with a 14-day free trial that needs no credit card, and a guided setup walks you through the essentials before you create your first proposal, quote, estimate, or bid.
Sign up for your free trial
Create your account to start the 14-day free trial — no credit card required. After you sign up, an account that hasn't been set up yet is taken straight to the onboarding flow, which you can't dismiss or skip. If your admin hasn't finished setup, teammates see a message that setup is still in progress.
Set up your business
In the Business & logo step, enter your business name and add your logo. Your business name and logo appear on every document, PDF, and contract you send, and you can update them anytime in settings.
Enter your business name. This is required to continue.
Upload your logo. This is optional, but it keeps your documents branded.
Optionally enter your license number and state.
Click Continue.
Choose your trade
In the Your trade step, pick the kind of work you do so Apropos can tailor your templates and wording. You can change this later.
Select your trade: General contracting, Electrical, Water treatment, Plumbing, Painting, Landscaping, HVAC, or Other.
If you choose Other, enter your trade — for example, roofing, fencing, or flooring.
Click Continue.
Review your starter services
After you choose a trade, Apropos generates starter services for your trade and adds them to your catalog. Generation takes about a minute, and you can continue in the background while it runs.
When your starter services are ready, review up to eight of them and continue. You can edit or expand them anytime from your catalog. If Apropos couldn't set up starter services for your trade, you can add your own from the catalog instead.
Invite your team (optional)
In the Invite team step, bring in the people who'll help send and manage your documents. You can skip this and add teammates later.
Enter a teammate's email address.
Choose a role: Member or Admin.
Click Add another to add more teammates, or Remove to drop a row.
Click Send invites, or Skip for now to move on.
You need at least one valid email address to send invitations.
Create and send your first document
The final step shows a checklist to your first signed deal. The document type Apropos creates matches your trade — bids for general contracting, quotes for electrical, plumbing, and HVAC, estimates for painting and landscaping, and proposals for water treatment and other trades.
Click Create to open the editor and build your first document.
Click Send to send your first document to a client.
Or click Go To Dashboard to start from your dashboard.
Completing any of these actions finishes setup.
What's next
Once setup is complete, you can build out your catalog under Products & Services, add more team members, and — if your plan includes it — connect QuickBooks from Settings to sync your services and customers. Clients review and sign your documents without creating an account.