Getting Started with Vendraw™ | Proposals, Client Projects & Payments

Vendraw™ helps consultants and service firms manage their client workflow—from proposals and signatures to document collaboration, invoicing, and payment. Smart Release connects final document downloads to your payment settings, helping you stay in control of delivery. This walkthrough shows you how to set up your account and team, send proposals, work with clients through their Client Portal, manage projects, and accept payments. It also covers manual document release, payment tracking, and QuickBooks Online integration for Pro users. Keep projects moving. Keep clients connected. Learn more at https://www.vendraw.com Intro: 0:00 Your Dashboard: 0:21 Setting up your team: 0:44 Setting up your saved signature: 1:15 Setting up your Stripe account to receive payments: 1:37 Setting up Quickbooks integration: 2:29 Sending a proposal: 3:20 Client Accepts proposal: 4:14 Converting the proposal to an Active Project: 4:48 Adding folders to your Active Project: 5:25 Invoicing your Client: 6:06 Payment status: 6:55 Smart Release: 7:10 Archiving an Active Project: 8:11 Outro: 8:43