Get up and running with LightNote AI in under 20 minutes. Follow these simple steps to set up your workspace, configure branding, and generate your first high-scoring proposal.
Sign up for LightNote AI using your email or Google account. Your account immediately receives $10 in free credits with unlimited access to all AI models during public beta.
Add your company legal entity, upload your high-resolution logo, set your primary brand accent color, and configure default payment currency in Workspace Settings.
Store client contact details, company domain, and industry vertical in your client CRM directory. LightNote AI injects this data into AI generation prompts to personalize proposals.
Enter the project parameters in the AI Proposal Studio. Answer 3-5 clarification questions to refine the scope, then watch AI produce an 8-section proposal graded across 5 scoring dimensions.
LightNote AI connects your proposal drafting and revenue pipeline into a unified lifecycle: