Personalizing Your Settings

Updated 5 years ago by Ashley

Personalizing your proposals is easy and a great way to connect with your customers. Watch here or follow the directions below:

ADDING YOUR PICTURE

1. Click the gear icon located in the upper-right corner (round icon to the right of your name).
2. Select your SETTINGS.
3. Scroll down to the PERSONALIZATION section.
4. Next to AVATAR, click CHOOSE FILE.
5. Upload a professional photograph of yourself here.
6. Click SAVE USER SETTINGS.

ADDING YOUR SIGNATURE

1. Click the gear icon located in the upper-right corner (round icon to the right of your name).
2. Select your SETTINGS.
3. Scroll down to the PERSONALIZATION section.
4. Next to SIGNATURE, click CHOOSE FILE.
5. Upload a picture of your signature here. (Black pen on white paper works best)
6. Click SAVE USER SETTINGS.

ADDING DEFAULT EMAIL TEXT

1. Click the gear icon located in the upper-right corner (round icon to the right of your name).
2. Select your SETTINGS.
3. Scroll down to the EMAIL DRAFT TEXT section.
4. Enter in the email text you'd like to have pre-load when you click the DRAFT AN EMAIL option when sending a proposal to a customer.
5. Click SAVE USER SETTINGS.

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