This article will walk you through your initial account setup. Estimated time to complete is around 30 minutes.
Note: Each heading is linked to jump you to the correct page in your Proposify account as you work through the list.
Your User Profile:
All users in the account will need to complete:
- Job Title.
- Phone Number.
- Time Zone.
Your title and phone number can be client facing in your documents so make sure you have it formatted in a way that you'd want your client to view it.
Tip: The time zone dropdown is filtered by Continent/Major City. For example, Eastern time can be found as America/New_York or America/Toronto, Central time would be America/Chicago, Greenwich Mean time would be Europe/London, etc.
Company Info:
The info provided on this page can also be displayed to your client, if you choose, using variables in your documents. Be sure to update:
- Company logo.
- Company address.
- Company website URL.
Workspaces:
DON’T SEE THIS FEATURE? Our Roles and Permissions feature is available on our Business plan. Speak to a Sales Rep to get more information.
Workspaces act as a "sub-account" within Proposify. With workspaces, you can create a separate space in your account with individual branding features. It's a great way to separate sales teams within your organization, include a separate business in the same account, or manage franchises.
If you decide workspaces will benefit your team there are lots of customizations you can do. Follow these instructions on how you can set them up.
Roles & Permissions:
DON’T SEE THIS FEATURE? Our Roles and Permissions feature is available on our Business plan. Speak to a Sales Rep to get more information.
Roles & Permissions are important for keeping control and consistency across your documents. The best teams have access to the tools they need without getting in each others' way. Proposify’s Roles and Permissions settings let you lock down features to specific roles. This lets your team get to work on their tasks, and your admins get to spend less time correcting changes. A deep dive on 3 different roles can be reviewed here.
We recommend the first Role you create be for your main group of users. This Role might be called something like Sales Reps, Sales Team, General Users, etc.
Client Preview:
These settings impact what your client/prospect sees when they're viewing your documents. The preview settings in this menu act as a global default for the account. You have the option of customizing these settings per template or per document.
A deep breakdown of each setting can be found here. If you want to keep it simple, here are our suggestions:
- Remove the "show total in footer" option. This means the price isn't the first thing your client sees when they open the document.
- Remove "show PDF download". We aren't able to track a PDF of the document. That's why we recommend removing this option to encourage your client/prospect to continue viewing the document through the trackable link so we can provide you will the valuable metrics.
- Upload your company logo.
Email Templates:
You can have multiple email templates for all your use cases! Edit the default template first and then use the + button to add more as needed.
Tip: The default email template includes your client's first and last name. You probably aren't that formal with your client so you can remove the {client_contact_last} variable from the template.
Currency:
The default currency is USD but you can change that if you operate in another currency.
Fonts:
We have over 800 fonts from the Google library. Search for your brand's fonts and use the toggle to enable them in your account.