Hey there, partner! You’ve signed up and now you’re ready to spread us to the masses, like a sugary glaze on so many business-related doughnuts. First, though, you’ll need to know how to invite users.
First, click on your “partners” link from the left-hand menu:
If you haven’t invited anyone yet, then you can click on the “invite a customer” button at the bottom of the page:
If you already have an established customer list,, you can add people from the “invite customers” tab at the top of the page:
This will take you to the invite page. We’ll need a few details such as the customer’s name, email, company name, country and industry.
Once you’ve provided those details, click the green “invite a customer” button. We’ll create an invite link you can copy.
Click the “copy” button to the right of the link to save it to your clipboard. From there, paste it into an email using your favourite email client.
Looking to use our email service instead? Click the checkbox next to “use proposify email”:
We’ll send the invite email from our side, with your name and email as the “reply-to”. You can view the preview of what the email will look like on the right-hand side:
Once it’s sent, we’ll confirm everything went smoothly:
Now all that’s left is to wait for your customer to click on that invite link. In the meantime, the account will appear in your customer list.
Is the email lost in the tubes? No problem! Once they’re in your customer list, you can copy their invitation link from the “action” column:
Once you’ve got that link copied, you can send it through your own email address once again.