Personal User Settings
Document Blueprints
Document Blueprints allow you to save reusable proposal configurations that can be quickly applied when creating new proposals. Instead of manually re...
Adding Your Signature
Click the gear icon located in the upper-right corner of the screen. Select your SETTINGS from the dropdown menu. Scroll down to the PERSONALIZATIO...
Multi-Factor Authentication
MULTI-FACTOR AUTHENTICATION for enhanced security and data protection There are 2 options for MFA Authentication: An Authenticator App Email Verificat...
Updating/Changing Your Password
To maximize the security of your account, we recommend creating a password that is unique to you. Click the gear icon located in the top right corner ...
Adding Your Picture
Add a professional photograph that will appear next to your contact information on your proposals. Click the gear icon located in the upper-right corn...
Adding Default Email Text
Click the gear icon located in the upper-right corner of your screen. Select your SETTINGS. Scroll down to the EMAIL DRAFT TEXT section. Enter in the ...
Adding Proposal Template Default Text
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 ...