Proposify Reviews

Here are the top 10 alternatives to Proposify.com:

1. PandaDoc
2. Qwilr
3. DealHub.io
4. GetAccept
5. Responsive, formerly RFPIO
6. Bidsketch
7. Nusii Proposals
8. Better Proposals
9. Offorte
10. OptiOffer

These platforms offer similar services to Proposify and may be worth exploring for different features and pricing options. Remember to check out each platform's specific offerings to find the best fit for your needs.

To open an account on Proposify.com, follow these steps:

1. Fill Out Your Profile: Expand the profile menu at the top right of the page to reach your Profile page. Here, you can enter personal details about yourself, including: Name, Profile photo, Job Title, Phone Number, Time Zone, Workspace (if available), and Password.

2. Account Settings Page: The following tools can be found in Account Settings. Reach your company info page by selecting Settings from the navigation menu.

3. Fill Out Your Company Info: Select Company Info and enter the important details for your company, including: Company Name, Company Address, Your Website URL, Your Subdomain (what you want before “.proposify.com”), and The Account Owner.

4. Add Your Custom Domain and Email: This step helps you change your proposal URLs from yoursubdomain.proposify.com to whatyouwant.yourcompanydomain.com. You can change your custom domain details by selecting Domains from Account Settings.

5. Set Workspaces: In your account settings, click on Workspaces. Workspaces are like sub-accounts. You can have different account settings for different branches, franchises, or affiliates. Each workspace can be equipped with its own custom domain/email, company info, logo, currency, preview settings, and email designs.

6. Set Roles and Permissions: Roles and Permissions allow you to limit edit and view privileges to members of your team, based on role. This helps keep your content safe from accidental edits, rogue sales reps, or costly errors. Select Roles from your Account Settings page.

Remember, some of these features are not available on the Team Plan. If you'd like to learn more and add these to your account, reach out to chat!

This is the general process for opening an account on Proposify.com. For more specific details, visit the website or contact their customer service.

Proposify.com allows users to cancel their accounts. To do this, users need to navigate to the account settings, which can be found in the left-hand menu. From there, users can access the Billing page. It's important to note that only the account owner will be able to see this.

Once on the billing page, users can click the view plans tab. From there, they can scroll down to the bottom of the FAQs and expand "can I cancel my account"? Users will then see a link labelled "Click here if you need to cancel". This link will take them to the cancellation page.

Users will be asked why they're leaving and will need to provide a reason to proceed. After filling out the details, users can hit delete account at the bottom of the page to complete the process.

For those on a custom Business plan, the process is slightly different. The button will change from cancel to request cancellation. After pressing the button, users will see a confirmation page. They can still access their account, back up their content, and get ready to move on until the end of their billing period.

Important Note: Once closed, all proposals, templates, content, contacts, metrics, and settings in the account will be deleted. It's crucial to back up all important data before the timer reaches 0. If users have second thoughts, they can click the reactivate button and everything will return to the way it was.

This is the general process for cancelling an account on Proposify.com. For more specific details, it's recommended to visit the website or contact their customer service.