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FAQ

Help Guide

Questionnaires

Learn how you can gather requirements with questionnaires.

Click here to view the help guide for questionnaires.

Proposals

Increase your revenue, increase your winning rates for your proposals.

Click here to view the help guide for proposals.

Project Collaboration

Collaborate with clients while projects are in progress.

Click here to view the help guide for proposals.

Integrations

Save time and reduce data entry by connecting Osmosis to other applications.

Click here to view the help guide for integrations.

Video tutorials

How to reuse template (1:35)
See how to reuse your templates for new projects. This will save you a ton of time.

How to share your projects with your clients (1:02)
Learn how to share a project with your clients so they can comment and approve your work while you are creating it.

Open Tickets

Popular Ideas — view all

Set language on your clients

This would allow Osmosis to display what the client see (questionnaires, agreements, emails) in their languages? This would also display the correct dates and money format based on their location.

10 vote(s)

Dominic —

Use web fonts to allow forms/proposals to match existing branding

3 vote(s)

Jonathan Drainey —

Fresh books is a great integration as is Trello but I use Xero for my accounting / invoicing and they have a massive user base. You can get your integration listed on their integration page too to get new users.

3 vote(s)

Julian Dickie —

Better Trello Integration

It would be great if I could set up - an organization where new project board should be created - board that should be used as a template (which should be copied), that's also possible through Trello ...

3 vote(s)