Where To Find Your Billing Settings
Click the Settings button from the left-hand menu:
From the account settings page, select Billing:
Billing settings are only accessible to the account owner to ensure consistency and prevent unauthorized changes. If you are unable to view these settings, the account owner can be identified on the Users page, where their profile will be labeled with the "Account Owner" tag.
Change Your Plan
If you’re an existing user, you can update your plan with a few clicks.
Once in your billing page, it will show your current subscription. Click Manage Subscription to change your plan:
If you're unsure of what plan you'd like to upgrade to, you can click on Explore Plans:
If you selected Explore Plans, you'll be directed to a page that will compare plans and let you begin the change process:
Once you’ve selected your option, you'll be prompted to complete the change:
Be sure to fill out all the applicable information, and confirm your changes!
If you see that you're on a legacy plan, these plans no longer exist. Any update made will fully remove the previous plan, and give you access to the current plans with new features.
Update Your Credit Card
If you're the account owner, you can update the credit card for your account at any time.
Once in the billing page, scroll down to the Billing Info section, then click the update payment method button:
On this pop-up, you'll be able to make the necessary changes, and once finished, press Save Changes:
What We Accept
We accept Visa, Mastercard, and Amex for payment. For now, we do not accept ACH or Paypal.
Add Or Remove Seats
If you need more Users in the account, you can add more Seats to your plan from the Seats section of the Billing Page:
If you're looking to free up a Seat, or remove it your account, you can select the 3-dot menu on the User assigned and either remove the User or the Seat:
Proposify plans are billed based on the amount of Seats you've purchased - altering the number of Seats will adjust your subscription cost accordingly.
View Your Invoices
Looking for an invoice? Instead of searching through your emails, you can easily find your Invoice History at the bottom of the billing overview page:
Once you've found the appropriate invoice, select the download PDF icon:
The invoice will appear in your downloads folder (depending on your settings) after the download completes.
Change Your Invoice Email
Although you’ve signed up for Proposify, you might not be the right person to receive the invoices. Here’s how you can set the system up to send invoices directly to the appropriate recipient, without needing to act as the middle person. The recipient does not need a Proposify account to receive the invoices!
Below billing information you'll see who the current billing contact is, this is who will be the recipient of the invoices. To change the contact, select 'change billing contact':
This will show a pop-up where you're able to add in the proper email address for your billing contact - don't forget to save your changes:
That's it! All your future invoices will go to that address.
Troubleshoot Payment Issues
Did something go wrong during billing? You're not alone! We'll go through some of the more common details, but first:
We'll keep your account up and running for up to 20 days after a credit card is declined. We'll make a few attempts automatically to try and collect payment from your card, and we'll notify you each time it has succeeded or failed. After 20 days, though, we'll suspend your account. You'll need to pay the outstanding balance in order to restart your subscription.
To Our Neighbours In the South:
We're a Canadian company that charges our subscription fees in USD. Many American credit card providers flag non-US entities charging USD as potentially fraudulent. If there's money in your card, this is hands-down the most common issue. Give your credit card provider a call and see if they can have us added to your card’s allow-list.
Troubleshoot Sign-Up Issues
Received an error message while creating a new Proposify account?
Email already exists
Your email address is already registered with a Proposify account. If you are part of a company, check your inbox. If you’ve received an invite, you won’t need to create a new account. If you haven’t, try using the password recovery tool.
Please contact support.
There could be a few reasons for this:
- A really long company name
We have a character limit to sign-ups. If your company name is really long, please truncate your account name for sign-up. Once complete, you can update your company name through company info.
- Email subdomain ends in .cz, .ru, or is hosted by an anonymous email provider.
In order to protect our business, we had to ban these subdomains. Please register using a business email with a subdomain that ends in .com.
- Issues with validating your email address.
It could be an issue trying to validate your email address on our end. Check with your email provider to ensure your account’s DMARC is set up correctly. Once confirmed, try again.
Cancel Your Account
Need to say happy trails to Proposify?
You can reach the account settings by clicking settings found in the left-hand menu:
Once in account settings, you can access the Billing page by clicking billing.
HEADS-UP! Only the account owner will be able to see this. We do this to keep everything consistent and make sure there are no unexpected changes. Not sure who the account owner is? You can find that listed in the Users page. Their image will have the "account owner" tag:
Once you're on the billing page, click the Plan Summary tab:
Once in the "Plan Summary" page, you can click the cancel button beside "Manage Subscription"
This link will take you to the cancellation page.
Once selected, we'll ask why you're leaving. Choose the most fitting option. The details are optional, but you'll need to provide a reason why you're leaving if you want to proceed.
Once you've filled out those details, hit delete account at the bottom of the page to complete the process.
ARE YOU ON A BUSINESS PLAN? If you're on a custom Business plan, the process is a little different. You can still follow the same steps, but the button will change from cancel to request cancellation. We want to make sure that you have everything you need before we say goodbye.
Once you've pressed that big, red button, you'll see our confirmation page.
You can still access your account, back up your content, and get ready to move on until the end of your billing period. You can see how many days you have left at the top left of your page.
IMPORTANT NOTE: Once closed, we'll delete all proposals, templates, content, contacts, metrics, and settings in your account. Make sure you backup all your important data before that timer reaches 0.
Having second thoughts? Want to make things work again? Click the reactivate button and everything will return to the way it was.