Exphora Help Center
What can we help you with? Step-by-step guides to design 3D booths, run a booth-builder CRM pipeline, send AI-powered proposals, collect payments, and connect Exphora to the rest of your stack.
Booth Designer
6 guidesDesign 3D trade-show stands, export CAD files, and share interactive client previews.
How to Design a Trade Show Booth in Exphora
Open Exphora Booth Designer, set your booth size in meters or feet, drag walls and furniture from the module library, add lighting, and click Render to generate a client-ready preview — no install or CAD experience required.
Read guideHow to Export CAD Files from Booth Designer
In the Booth Designer click File → Export and choose GLB for web or AR review, DAE/OBJ for SketchUp or Blender, STL for 3D printing, DXF for AutoCAD, or PNG for a flat preview image.
Read guideHow to Share a Booth Design with a Client
Click Share in the Booth Designer to generate a public link. Pick a permission scope — read-only, content-upload, finish-picker, or co-edit — and revoke the link any time from the Share panel.
Read guideHow to Add LED Walls and Monitors to a Booth
Open the AV section of the module library, drag in LED walls or monitors, and Exphora auto-calculates pixel pitch, power draw, and a downloadable AV bill of materials for your fabricator.
Read guideHow to Set Booth Dimensions (Imperial vs Metric)
Click the unit toggle in the top toolbar to switch between metric and imperial. Common booth sizes include 10×10 ft (3×3 m), 20×20 ft (6×6 m), and 4×4 m — Exphora ships presets for each.
Read guideHow to Use Template Presets for Popular Fairs
When creating a new design, pick a Fair Preset (CES, FABTECH, Salone, EuroShop, Tüyap, or generic). The preset pre-fills booth size, theme, palette, and starter modules so you can iterate from a strong baseline.
Read guideCRM & Sales
6 guidesCapture leads, generate AI proposals, send contracts, and invoice in seven currencies.
How to Import Contacts from CSV or Excel
In Contacts → Import, drop a .csv or .xlsx file, map columns to Exphora fields, choose a dedup strategy, and confirm. AI enrichment runs automatically on imported emails to fill in missing company and role data.
Read guideHow to Create an AI-Powered Proposal
Open Proposals → New AI Proposal, describe the booth in plain language, and Exphora generates a 30+ spec proposal with pricing. Edit anything, then send via a branded portal link your client signs in one click.
Read guideHow to Send an Invoice with Multi-Currency
In Invoices → New, pick a currency (USD, EUR, GBP, TRY, AED, SAR, CNY), choose payment methods (Stripe, PayPal, Wise, bank, and more), set partial-payment terms if needed, and send a branded portal link.
Read guideHow to Send a Contract with Electronic Signature
When a proposal is accepted, click Generate Contract. Exphora drafts a contract from the agreed specs, sends it via your branded portal, and collects signatures from both sides with a full audit trail.
Read guideHow to Use Signal Explorer to Find Trade Show Exhibitors
Open Signal Explorer, filter by country, industry, and show date, shortlist exhibitors, and import them as leads. AI enrichment fills in contact emails, phones, and socials so you can reach out across every channel.
Read guideHow to Track Leads from Multiple Sources
Connect each lead source — web, CSV, WhatsApp, Facebook, Instagram, IMAP email, AI chat widget, Signal Explorer, custom forms — under Settings → Sources. Every lead lands in one inbox with auto-scoring 0–100 and a unified pipeline.
Read guideAccount & Billing
3 guidesManage your team, plan, seats, and company branding across every Exphora surface.
How to Invite Team Members and Set Permissions
Open Settings → Team → Invite, enter the teammate's email, and pick a role: Owner, Manager, Sales Rep, Designer, Accountant, or Viewer. Each role has scoped per-module permissions you can fine-tune.
Read guideHow to Upgrade Your Exphora Plan
Go to Settings → Billing → Change Plan, pick Starter, Pro, or Enterprise, and choose monthly or annual (≈17% savings on annual). Extra seats cost $25/month each, and the upgrade is prorated to today.
Read guideHow to Add Your Company Branding (Logo and Colors)
Open Settings → Branding to upload your logo, set primary and accent colors, and add a slogan. The branding applies automatically to proposals, invoices, contracts, the client portal, and the AI chat widget.
Read guideIntegrations
3 guidesConnect Stripe, install the AI chat widget, and embed custom multi-step web forms.
How to Set Up Stripe for Payments
Open Settings → Integrations → Stripe and click Connect. Pick the currencies you sell in, and Stripe Pay buttons appear on every invoice and payment request. Webhooks sync paid status automatically.
Read guideHow to Add the Exphora AI Chat Widget to Your Website
Open Settings → AI Widget, copy the embed snippet, and paste it before </body> on your site (or install the WordPress plugin). The widget answers visitor questions and creates leads in Exphora automatically.
Read guideHow to Create and Embed a Custom Web Form
Open Forms → New Form, drag fields into a multi-step wizard, and publish. You get a public share link plus an embed snippet. Submissions auto-create leads with the right tags and source attribution.
Read guideCan't find what you need?
Our team replies in plain English (and German, French, Spanish, Italian, Polish, Turkish, and Chinese). Most tickets answered in under 4 working hours.