Find the right next step.
Choose a public guide or go straight to a task in your account. You may be asked to sign in before continuing.
Getting started
Understand the current product and decide what to bring in before creating an account.
- Bring existing workAsk which records you can bring to Postboard and what you will set up manually.Contact Postboard
- Product questionsRead current answers about client access, control, payments, evidence, and data ownership.Read the FAQ
- Plans and pricingCompare the current Free and Pro allowances and billing terms.Compare plans
Continue in your account
These tasks require sign-in. Opening a task does not send, publish, charge, or submit anything by itself.
- Draft a proposalSign-in requiredCreate an editable draft from the facts you provide. Opening this page does not send anything.Start a proposal
- Create an invoiceSign-in requiredCreate invoices in Postboard and record payments you receive by check, transfer, cash, or another service. With Stripe connected, clients can also pay eligible deposits and invoices by card through Postboard; Postboard adds no commission or payment markup.Create an invoice
- Ask PostboardSign-in requiredAsk about information available in your workspace. Review the answer before you act.Open Ask Postboard
- Review recorded activitySign-in requiredSee actions recorded by supported Postboard workflows.View activity
- Use available exportsSign-in requiredOpen the export tools available on every plan. Review available formats and what each export includes before downloading.Review export options
Get support
Keep an account conversation together, or contact Postboard without signing in.