Help & FAQ

Head to the sign up page and enter your name, email, and a password. You'll be ready to go in seconds — no credit card required to get started.

Once you're logged in, click the "New Project" button on your dashboard. Give your project a name (for example, the job site or customer name) and you're all set. You can create as many projects as you need — there's no limit.

Open a project, then click "Upload Order". You can upload a PDF or an image (JPG, PNG) of your order confirmation. Procurely will automatically read the document and pull out all the line items — names, quantities, prices, and more. Each upload uses one project from your balance.

We support PDF files and common image formats (JPG, JPEG, PNG). Scanned documents and photos of printed order confirmations work great too — just make sure the text is legible.

You buy projects, and each project lets you upload one order confirmation. When you upload a document, Procurely reads it and extracts all the line items — that uses one project. Editing items, updating statuses, sharing with customers, and adding team members are all free and unlimited.

Starter and Team projects never expire — use them whenever you need them. Pro subscribers receive 100 fresh projects each billing cycle. Unused Pro projects do not roll over to the next month.

You can still access all your existing projects, orders, and data. You just won't be able to upload new order confirmations until you purchase more. Everything else works as normal.

All purchases are final and non-refundable. Since projects never expire, you can always use them later. If you believe there's been an error with your purchase, please contact us and we'll look into it.

Absolutely. After Procurely reads your document, you can review and edit any of the extracted details — item names, quantities, prices, and more. Just click on any field to make changes.

• Ordered — The order has been placed with the supplier.
• Confirmed — The supplier has acknowledged and confirmed the order.
• Shipped — The items are on their way.
• Delivered — The items have arrived at the job site or destination.
• Delayed — There's a hold-up. Use this to flag items that aren't on schedule.
• Cancelled — The order or specific items have been cancelled.

Open the order, find the item you want to update, and select the new status from the dropdown. The change is saved instantly. If your customer has notifications enabled, they'll automatically receive an email about the update.

Yes. You can remove individual line items or delete an entire order from within a project. Deleted data cannot be recovered, so double-check before you confirm.

Each project has a unique, private link you can send to your customer. When they open it, they see a live view of all order statuses for that project — no login or account required on their end.

Customers can see the project name, all orders and line items, current statuses, quantities, and basic order details. They cannot see pricing information, your internal notes, or any other projects.

Yes. You can disable the share link at any time from the project settings. Once disabled, anyone with the old link will no longer be able to access the page.

Each share link contains a unique, randomly generated token. Only people who have the link can view the project. The link is not indexed by search engines and cannot be guessed.

Go to your account settings from the dashboard menu. From there you can update your email address or set a new password. If you change your email, you'll need to verify the new address before it takes effect.

To delete your account, please contact us at support@procurely.dev. We'll process your request and permanently remove your data. Please note that this action is irreversible and any unused projects will be forfeited.

Webhooks let Procurely automatically send updates to other tools you use. When something happens — like an order shipping or a new item being added — Procurely sends a notification to a URL you choose. Think of it like a push notification for your other software.

• Order Created — Fires when a new order is added to a project.
• Status Changed — Fires when any item's status is updated (e.g., "Ordered" to "Shipped").
• Item Added — Fires when line items are extracted from an uploaded document.

The secret is used to verify that incoming requests are actually from Procurely. Every webhook delivery includes a signature in the header that's generated using your secret. If you're building a custom integration, you can verify this signature to make sure the request is legitimate and hasn't been tampered with.

Yes. Each webhook has an active/paused toggle. When paused, Procurely won't send any events to that URL. You can re-enable it anytime without re-entering the URL or secret.

Our document reader works best with clean, well-formatted order confirmations. If some details were missed or extracted incorrectly, you can edit them directly in the app. For handwritten documents or very complex layouts, you may need to make a few manual corrections. We're always improving our extraction accuracy.

Make sure sharing is still enabled for the project. You can check this in the project settings. Also confirm that you sent them the correct link. If the link was recently regenerated, the old one will no longer work. Have your customer try opening the link in a different browser or clearing their cache.