Managing Your Account

All Categories > ProposalPath > Managing Your Account

Managing Your Account

Personalizing Your Settings

Personalizing your proposals is easy and a great way to connect with your customers. Watch here or follow the directions below: ADDING YOUR PICTURE. Click the gear icon located in the upper-right cor…

Updated 4 years ago by Ashley

Setting Up Default Text - User Level

Creating default text on the user level sets the text for that particular user only, and can be customized for each template. Watch here or see below for directions: Click the gear icon in the top ri…

Updated 4 years ago by Ashley

Updating/Changing Your Password

To maximize the security of your account, we recommend creating a password that is unique to you. Watch here or follow the directions below: Click the gear icon located in the top right corner. Selec…

Updated 4 years ago by Ashley

(opens in a new tab)