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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

  • Default currency

  • Document Settings: Managing Your Default Fields

  • Email Templates

  • Invite Users To Proposify

  • Language & date formatting

  • Remove A User

  • 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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