Account & Billing

How to edit your company settings, change password, update your plan and more.

14 articles in this collection
Written by Allan Duquette and Joy Farrell

Proposify Free: Upgrade to Team Plan

Loving Proposify Free but want to add users, get access to unlimited documents, and more? Read on to learn how to upgrade to the Team Plan!

Written by Joy Farrell
Updated over a week ago

Troubleshooting Payment Issues

Did you get a "payment declined" email? Click here for common issues.

Written by Allan Duquette
Updated over a week ago

Updating Your Credit Card

Need to make an update to your payment details? Here's a quick guide on how to do that.

Written by Allan Duquette
Updated over a week ago

Updating company information

How to change your company name, address, domain and other properties

Written by Allan Duquette
Updated over a week ago

Changing your password

Here's what to do if you need to change your password or if you forget your password

Written by Allan Duquette
Updated over a week ago

What to do when your credit card is declined

It happens to all of us - our card gets declined. Here's what to do

Written by Allan Duquette
Updated over a week ago

Changing Your Invoice Email

Looking to send your Proposify invoices to another person? Here's how!

Written by Allan Duquette
Updated over a week ago

Viewing Your Invoices

A quick guide on how to view and download your previous invoices within Proposify.

Written by Allan Duquette
Updated over a week ago

Cancelling Your Account

Need to say happy trails to Proposify? Click here to find out how.

Written by Allan Duquette
Updated over a week ago

Per-seat Pricing

Per-Seat Pricing: Choosing Your Plan

Here's a guide on choosing the plan for you with our per-seat pricing structure.

Written by Allan Duquette
Updated over a week ago

Per-Seat Pricing: Adding A la Carte Options To Your Plan

Looking to customize your plan? Click here to learn how to do it.

Written by Allan Duquette
Updated over a week ago

Per Seat Pricing: Adding Seats To Your Plan

Your company is growing! Here's how to grow your Proposify account to match.

Written by Allan Duquette
Updated over a week ago

Per-Seat Pricing: Changing Your Plan

Looking to change your plan? Click here to learn how to do it!

Written by Allan Duquette
Updated over a week ago

Per-Seat Pricing: Removing Seats

You're looking to cut costs and need to remove some seats. Here's some instructions on how to do just that!

Written by Allan Duquette
Updated over a week ago