Quick Start Guide

Estimated time: 5 minutes

This guide walks you through generating your first AI-powered document in FlowEdge. By the end, you will have a professional proposal, statement of work, or contract ready to send to your client.

Before You Begin

Make sure you have completed these setup steps for the best results:

Created your account
Added your business details in Profile Information
Uploaded your logo and set brand colors in Branding

If you skip these steps, your document will still generate — but it will not include your branding or business details.

Step-by-Step: Generate Your First Document

1. Open the Generate Form

Click Generate in the sidebar navigation. This opens the document generation form.

2. Fill in the Details

You will see a short form with these fields:

Client Name — Type the name of your client. If you have worked with this client before, FlowEdge will suggest matches.
Project Name — Give your project a clear name (for example, “Website Redesign” or “Q2 Marketing Campaign”).
Document Type — Choose from Proposal, SOW, Contract, or General Document. Not sure which one? Check Document Types Explained.
Depth — Choose between Concise (shorter, straight to the point) or Comprehensive (detailed, thorough). Learn more about Document Depth.
Project Description — Describe the project in a few sentences. Include the scope, key deliverables, timeline, and any details that matter.

💡 Tip

The project description is the most important field. The more detail you provide, the more accurate and useful your generated document will be.

3. Add Supporting Documents (Optional)

Have existing files that provide context — like a client brief, meeting notes, or an old proposal? Click Upload Files to attach them. FlowEdge will use these as reference material when generating your document.

Learn more about uploading supporting documents.

4. Click Generate

Hit the Generate button. You will see a progress panel showing five steps:

Analyzing your inputs
Structuring the document
Writing the content
Formatting with your branding
Finalizing

The whole process takes about 60 seconds. Learn more about what happens during Generation Progress.

5. Review and Edit

Once generation is complete, your document opens in the editor. Here you can:

Edit any section — Click on text to make changes
Rearrange sections — Drag and drop to reorder
Toggle the cover page — Turn the branded cover page on or off
Download as PDF — Export a polished, ready-to-send document

For a full walkthrough of the editor, see Edit Documents.

✅ Best Practice

Always review and personalize your generated document before sending it to a client. AI gets you 90% of the way — your expertise takes it to 100%.

What to Do Next

Now that you have generated your first document, here are some ways to get more out of FlowEdge:

Set up your preferences — Choose your default tone, sections, and payment terms.
Build an intake form — Collect project details from clients automatically.
Manage your clients — Keep all your client information organized in one place.

Frequently Asked Questions

How do I use FlowEdge?

Click Generate in the sidebar, fill in your client name, project details, and document type, then click Generate. FlowEdge creates a polished document in about 60 seconds.

How do I generate a proposal with AI?

In FlowEdge, click Generate, enter your client and project details, select 'Proposal' as the document type, add a project description, and click Generate. Your AI proposal is ready in under a minute.

Is there a FlowEdge tutorial for beginners?

Yes! This Quick Start Guide walks you through generating your first document step by step. No technical knowledge needed.