Introduction · Quick start
Introduction
Quick start
Go from a signed-in account to a priced proposal and a free Blueprint preview in about ten minutes.
This is the shortest path from a signed-in account to a priced proposal and a free Blueprint preview.
- 1
Create an account and an organization
Sign up, verify the email, then create or join an organization. Brazil pays in BRL; every other country pays in USD.
- 2
Open a new project
Go to
/app/new. The thread is blank until you send the first message. That message creates the project and moves you to/app/p/<id>. - 3
Describe the work
Write what you need as if you were briefing a tech lead. Name the users, the systems, and the outcome. Citeaxis asks 5–8 follow-up questions. It does not price yet. See Write a great first brief.
- 4
Fill the single card
One card collects the remaining project questions and the seven stack questions. Submit it or type that you just want the price.
- 5
Read the proposal and the preview
Two things run in parallel: the Quote Manager writes Core / Recommended / Complete with a 12-month ROI, and the first Blueprint preview appears on the right. The preview is free. The zip stays locked.
- 01
Brief
- 02
Intake card + stack
- 03
Proposal
- 04
Blueprint preview
What to do next
- Download the PDF or send it to a colleague.
- Walk the workspace: Overview, Files, Manual.
- Unlock when you want the zip.
- Invite the people who will approve payment. See Roles.
