Frequently Asked Questions
Do I need a separate email sending service?
No. Proposal Studio works with any standard SMTP provider — Gmail, Outlook, SendGrid, Amazon SES, or anything SMTP-compatible. You configure your credentials once in Settings.
Is my SMTP password safe?
Yes. It’s encrypted with AES-256-GCM before it’s ever stored. The encryption key lives in Firebase Secrets Manager, not in source code or client-side code — we never log or expose the decrypted value.
Can I send bulk marketing campaigns?
No. Proposal Studio is designed specifically for sending high-value, professional proposals to individual clients. There is no bulk emailing tool or list campaign feature, keeping the platform clean and aligned with sender guidelines.
What happens if I hit the monthly send cap?
The monthly cap is 3 proposals for the Free tier. If you hit the cap, you can upgrade to the Pro plan for unlimited proposals. Pro accounts have an extremely high technical circuit-breaker limit of 500 proposals per month to prevent system abuse.
Is my data isolated from other users?
Yes. Firestore security rules enforce per-user isolation at the database level — every document lives under your own account path, and server-side functions verify authentication before touching anything.
Can I use custom merge fields?
The current registry covers first name, last name, company, and email. The resolver is built to be extended, and custom fields can be added to the registry as the product grows.
Is there a PDF export feature?
Not yet — it’s on the roadmap as a stretch goal. For now, proposals go out as formatted HTML email.