Welcome to Proposify!
As you get started, a few tasks are waiting for you. These steps will help you personalize and brand your account, like setting up your profile and adding your company info. Check out some tips below to get started!
Fill Out Your Profile
Expand the profile menu at the top right of the page to expand your personal menu:
From there, select Profile to reach your Profile page. Here, you can personal details about yourself, including:
Profile photo (this can be seen by prospective clients!)
Workspace (if available)
As an admin, you can also change details for your users, including resetting their password, from the Users page.
Account Settings Page
The following tools can be found in Account Settings. Reach your company info page by selecting Settings from the navigation menu:
Fill Out Your Company Info
Select Company Info:
From here, enter the important details you need for your company, including:
Company Address (be sure to include everything, even postal/zip code)
Your Website URL
Your Subdomain (what you want before “.proposify.com”)
The Account Owner
We may have filled out a few of these details already. Take a look to make sure we got it right, and update accordingly.
Add Your Custom Domain and Email
This gets pretty techie, so you may need the help of your friendly neighbourhood IT person to perform these tasks.
You can change your custom domain details by selecting Domains from Account Settings:
By default, emails sent from our app are sent to your prospects from firstname.lastname@example.org, with you as the reply-to. In other words, we do the sending and you get the replies.
If you’d like to do all the heavy lifting on your end, select the click here link in the Domains page:
Our set-up process will guide you through the rest. For more instructions, click here to read about setting up your custom email.
Heads-Up: The following Workspaces and Roles & Permissions features are not available on the Team Plan. If you'd like to learn more and add these to your account, reach out to chat!
In your account settings, click on Workspaces:
Workspaces are like sub-accounts. You can have different account settings for different branches, franchises, or affiliates.
Each workspace can be equipped with its own custom domain/email, company info, logo, currency, preview settings, and email designs. Click here to learn more about workspace settings.
Set Roles and Permissions
Roles and Permissions allow you to limit edit and view privileges to members of your team, based on role. This helps keep your content safe from accidental edits, rogue sales reps, or costly errors.
Select Roles from your Account Settings page:
From here, select Add Role to create a new role from scratch. You can pick and choose exactly what access this role has. Don’t know where to start? Here’s a reference guide on setting roles by department.
Once you make a role, assign it to users from the Users page. Select a user, expand the Role menu, then select the role you need:
You can also assign them to a role the moment you invite them.
Link Your Integrations
Proposify works with a wide array of CRM and Invoicing integrations, as well as productivity tools and invoicing tools like Zapier and Quickbooks. You don’t need to know how to install every integration, though, just the ones you have.
Don’t see your SaaS product of choice? Try Zapier. It helps you link your apps even if they don’t have a baked-in integration. Google “Zapier Proposify [your software name]” to see if there’s a way to integrate our service with the one you need.
That’s it! Your account has been customized to suit your business. Now you can invite other users and start closing!