Customizing Your Account

From domains to currency, how to customize your Proposify account

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

Custom Domains - Adding SSL

It's here! Here's a guide for existing customers who have a branded URL and are looking to add a little extra security to their proposals.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Branded URL

Looking to remove "domain.proposify.com" from your proposal URL? This quick guide will walk you through the steps.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Custom Domain FAQs

Have a question or issue with setting up your custom domain? Click here to see our common support questions.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Adding New Fonts To Your Library

Here's a detailed explanation on how to add any font from the Google Font library to your proposal.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

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

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 yesterday

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