How to Use Proofline: The Complete Beginner Guide
Welcome to the official Proofline product documentation. This guide walks you through every screen, button, workflow, and setting in your application.
Start Here — Beginner's Quick Orientation
Understanding what Proofline does & where to click first
What is Proofline & Why is it Useful?
Proofline is an interactive pitch proposal builder for freelancers, developers, designers, and digital agencies. Instead of emailing a static 40-page PDF proposal that prospects rarely read, Proofline lets you create a clean, mobile-responsive web link.
When prospective clients open your link, they can drag visual before/after image sliders, test live prototype code, customize their scope budget, and upload upfront deposit payment receipts directly to your bank account or payment processor.
Creating Your Account & Signing In
Google OAuth, email login & per-account data privacy
How to Register or Log In
- Open the Auth Page: Click "Sign In" in the top navigation bar or go to /login.
- Choose Method: Click "Sign in with Google" for 1-click Google OAuth authentication, or enter your registered Email and Password.
- Automatic Data Isolation: Proofline dynamically loads the specific data store tied to your authentic email address (e.g. `hamzasafeer110@gmail.com`). Your proposals and payment accounts are 100% isolated from any other email address.
Understanding Your Dashboard Workspace
Main starting point, pitch status tags & pending deposit table
The Dashboard (/dashboard) is your personal command center. It displays all your active proposals, live viewer tags, and client deposit verification requests.
Creating Your First Pitch Proposal
Step-by-step pitch creator instructions (`/pitch/new`)
Step-by-Step Creator Walkthrough
- Click "+ New Pitch": From your dashboard, click the brass gold button in the top-right corner.
- Enter Client Name: Type your prospective client's name or company name (e.g. Acme Corp).
- Enter Project Title: Type the descriptive title of your proposal (e.g. Website Redesign & Speed Refactor).
- One-Line Summary (Optional): Write a short 1-sentence executive summary that appears directly under your proposal seal stamp.
- Select Currency: Choose USD ($), EUR (€), GBP (£), or PKR (Rs).
- Click "Create Pitch": The system generates your unique proposal slug (e.g. `/p/acme-corp-website-redesign`) and opens the pitch editor.
Building Interactive Proof Modules
Before/After Sliders, Prototype Sandboxes & Scope Calculators
Inside the Pitch Editor (/pitch/[id]/edit), you can drag and drop 4 interactive proof modules to demonstrate your capabilities:
What it does: Displays a vertical split handle contrasting legacy design/code vs. your new solution.
How to configure: Paste the Before Image URL and After Image URL, then select Image or Video media type.
What it does: Embeds a live web component URL or Figma prototype in a browser-chrome iframe sandbox.
How to configure: Paste your staging URL (e.g. `https://staging.yourdomain.com`) and optional label.
What it does: Lets prospects toggle optional add-on deliverables (e.g. SEO Audit +$450) with live total calculation.
How to configure: Enter Base Fee (e.g. $3,500), then add toggle rows with label and delta price.
What it does: Displays your direct bank, JazzCash, Easypaisa, PayPal, or Crypto deposit instructions.
How to configure: Enable deposit payment toggle and enter required deposit amount.
Pitch Telemetry & Heatmap Analytics
Second-by-second attention tracking (`/pitch/[id]/analytics`)
When prospective clients open your Proofline link, client-side event tracking records section visibility and duration. Click "Analytics" on any pitch card to view:
- Total Opens: Total number of times your proposal link was opened.
- Unique Sessions: Distinct client browsers that accessed your pitch.
- Attention Heatmap Bar Chart: Visual breakdown of exact seconds spent per proof module (e.g. 42s on Prototype Sandbox vs. 15s on Scope Calculator).
- Recent View Events Table: Chronological log of open events, section enters, and deposit submissions.
Setting Up Direct Seller Payment Accounts
0% Fee Direct Bank, JazzCash, Easypaisa, PayPal & Crypto setup
Go to /settings to configure your personal payment accounts. Proofline does not process card payments or charge 3% transaction cuts.
- Open Settings from your sidebar or header menu.
- Click "+ Add Payment Method".
- Select your payment type: Bank Transfer, Easypaisa, JazzCash, PayPal, or Crypto Wallet.
- Enter your Account Holder Name, Account Number/IBAN/Wallet Address, Bank Name, and transfer instructions.
- Click "Save Payment Method". Your account details will automatically be displayed inside the client deposit modal.
Troubleshooting Common Issues
Instant solutions for common client and editor questions
Issue: The "Create Pitch" submit button isn't working
1. Check that both Client Name and Project Title are completed.
2. Ensure your browser internet connection is active.
3. Refresh the page (Ctrl + R) and try submitting again.
Issue: I logged in with a different email, but I don't see my previous pitches
Proofline enforces strict Per-Account Multi-Tenant Data Isolation. Pitches created under `alex@proofline.app` belong strictly to Alex. Switch back to your original email account to view your saved proposals.
Frequently Asked Questions (FAQ)
Direct answers based on actual application functionality
How do I create my first interactive proof pitch?
Log in to your account, click the '+ New Pitch' button on your dashboard, enter your client's name and project title, then click 'Create Pitch'. You will automatically be taken to the pitch builder to add your interactive proof modules.
How do direct seller deposit payments work?
When a client clicks 'Pay Deposit' on your pitch page, they view your bank, JazzCash, Easypaisa, PayPal, or Crypto transfer instructions. They upload a screenshot receipt. You review the screenshot on your dashboard and click 'Approve Deposit' to mark the project paid.
Will clients need to create a Proofline account to view my pitch?
No. Prospective clients do not need an account or login. They simply open your 60-second interactive proposal link directly in their desktop or mobile browser.
Where can I find engagement telemetry analytics?
On your dashboard, find the pitch proposal card and click the 'Analytics' link. This opens a real-time heatmap showing total opens, unique sessions, and time spent on each proof module.
Ready to Build Your Pitch?
Now that you know how Proofline works, create your first interactive proposal link in under 60 seconds.
Create a New Pitch Link