Customizing Your Account

From domains to currency, how to customize your Proposify account

Allan Duquette avatar Nick Gaston avatar Melissa Gunn avatar
10 articles in this collection
Written by Allan Duquette, Nick Gaston, and Melissa Gunn

Customizing Your Email Design

Here's how to customize the design elements around your email template to suit your brand.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Branded URL

How to use your own domain (yourcompany.com) in proposal previews so client's don't see 'proposify.com' in the URL. Custom domains.
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Custom Fields

No more manually entering all the details - just set up your fields and this feature populates the information for you.
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Updating Personal Information

How to change your profile information
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Client previews defaults

How to set up default settings for how client proposal previews look and function.
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Language & date formatting

Internationalization and how to set up defaults for client preview language settings and how dates are formatted
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Default currency

How to set your account's default currency when creating proposals
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Troubleshooting SPF and DKIM validation issues

When you can't validate your email for sending through Proposify
Melissa Gunn avatar
Written by Melissa Gunn
Updated over a week ago

Sending from your own email address

How to send proposals from Proposify using your own email address by adding DNS Records in your email hosting provider
Melissa Gunn avatar
Written by Melissa Gunn
Updated over a week ago

Email templates

How to write and design pre-made emails to use when sending proposals or follow-ups
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago