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  1. Proposify
  2. Customize Your Account
  3. Customize your Account

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Customize your Account

These articles will help you tailor your Proposify account to your brand’s image.

  • Add Fonts To Your Library
  • Approval Workflow
  • Assign Roles to Users
  • Branded URL
  • Client Preview - Branding Your Proposal Page
  • Client Preview Defaults
  • Custom Domain FAQs
  • Custom Domains - Adding SSL
  • Custom Fields
  • Customize Your Email Design
  • Default currency
  • Delete A User
  • Document Settings: Managing Your Default Fields
  • Email templates
  • Invite Users To Proposify
  • Language & date formatting
  • People and Permissions
  • Roles and Permissions
  • Roles Settings
  • Sending from your own email address
  • Set Your Default Fields
  • Setting a default template
  • Setting Roles - Quick Reference Guide
  • Streams
  • Troubleshooting SPF and DKIM validation issues
  • Workspaces

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