Customize your Account
These articles will help you tailor your Proposify account to your brand’s image.
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Add Fonts To Your Library
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Approval Workflow
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Assign Roles to Users
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Branded URL
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Client Preview - Branding Your Proposal Page
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Client Preview Defaults
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Custom Domain FAQs
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Custom Domains - Adding SSL
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Custom Fields
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Default currency
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Delete A User
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Document Settings: Managing Your Default Fields
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Email Templates
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Invite Users To Proposify
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Language & date formatting
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Roles and Permissions
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Roles Settings
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Sending from your own email address
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Set Your Default Fields
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Setting a Default Template
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Setting Roles - Quick Reference Guide
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Streams
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Troubleshooting SPF and DKIM validation issues
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Workspaces