Documentation
Set up sync.d
Setup, integrations, troubleshooting, and the public roadmap. New here? Start with the setup guide.
Setup guide
Get sync.d live for your agency in five minutes.
Get set up in three steps
Each step has a short video of exactly where to click. Your dashboard shows which step you are on.
Step 1: Add your business details
Add your business name under Settings, Company, your logo under Branding and your GSTIN under Tax & GST, then Save All. Every proposal, invoice and client portal carries them from then on.
Step 2: Send your first proposal or invoice
Send one real document to a real client. An invoice gets the GST split worked out and a PDF in your brand; a proposal is drafted from a few answers, and the client approves and signs it online.
Step 3: Give your client their portal
Open Clients, choose Portal access & invite on a client and send the invite. Their contact is filled in for you. They set a password and see their projects, tasks, invoices and meetings in one place.
After the three steps
What to set up next
Two things that keep working once they are set: an auto-invoice that bills a retainer on the same day every month, and working hours, so clients only book calls when you are free.
Plans and billing
Free covers 3 proposals and 5 invoices a month, and 2 active projects at a time, for one person. Pro removes the limits for $39 a month; Team adds up to 10 users for $89 a month. Change your plan any time in Settings, Billing.
The full setup checklist
Create your workspace
Sign up at /signup. Pick the plan, you can switch any time. No credit card on the free tier.
Brand it
Add your logo, brand color, signature, bank details, and GST number in Settings. These propagate to every email, PDF, and the client portal automatically.
Connect Google Calendar
Settings, Integrations, Connect Google. One OAuth click. Each team member connects their own calendar.
Invite your team
Settings, Team. Invite by email. Roles control who can edit pricing, who can send invoices.
Create your first project
Projects, New. Add the client email and milestones, then invite the client to your branded portal, where they set up their own login.
Connect your payment gateway
Settings, Payments. Add the gateways you use (PayPal, Polar, Wise or UPI) so every invoice carries a pay link. When a client pays, mark the invoice paid.
Done. You should be able to send your first AI proposal in under five minutes from this point.