Selling the perfect product is not a one-man job. To make any business succeed, you’ll need help. Our invite tool allows you to build the perfect team to sell the perfect product.
To add a user, go to your users page by clicking “users” from the left-hand menu:
From the users page, click the green “invite new user” button at the top right of the page:
Not seeing that button? Your role may not allow access to invite users. If that’s the case, this button won’t appear. You’ll need to speak to an admin or the account owner to invite a new user.
Clicking that button will take you to the invite page:
Fill out the first name, last name, email and assign them to a workspace/role (if your plan allows it), then click the “invite user” button at the bottom of the page:
IMPORTANT NOTE: If you are on a per-seat pricing plan with no empty seats, we'll add this to your subscription. A notification window will appear showing what we'll charge you once you invite this user.
Getting a “no available seats” message? That means your role allows you to invite users, but not add seats to the account. To be able to invite a user, you’ll need to have your admin add a seat for that person to the Proposify account.
Once you click “invite user” a confirmation message will appear.
You can click to invite another user or hit the “back” button to head back to the users page.
IMPORTANT NOTE: We prioritize our outbound emails so that your clients can receive their proposals as soon as possible. This means that other emails, such as invites, can be delayed for up to 4 hours. Still haven't received the invite? Check with our support team! We may be able to hunt it down and see what happened.