Support and Help

How do I create my first proforma?

From your dashboard, go to "Proformas" and click "New". Fill in the client details, add your products, and save.

How do I send a signature link to my client?

Open the desired proforma, click the share icon and then "Generate signature link". Copy the link and send it by email or messaging.

Can I download my documents as PDF?

Yes. From the proforma view, click the "Download PDF" button. The layout uses the template configured in your settings.

How do I invite a team member?

In "Settings > Team", click "Invite a member". Enter the email and role. An invitation email is sent automatically.

Is the application really free?

Lea is free with no subscription or credit card required. Core features remain accessible indefinitely.

How do I track client payments?

In the detail view of an accepted proforma, a "Payments" section lets you record received payments, partial or full.

Is my data secure?

Yes. All communications are encrypted (HTTPS/TLS), passwords are hashed, and access is strictly controlled.

How do I enable the public catalogue?

In "Settings > Catalogue", enable the option and choose which products to make visible. Clients can then submit quote requests directly from the catalogue.