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. 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. 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. 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. 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. 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.

  1. 01

    Brief

  2. 02

    Intake card + stack

  3. 03

    Proposal

  4. 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.