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