Account Settings

Account Settings

Add/ Update Users
This one is pretty straight forward.  Note: Number of users you can add, depends on your plan. Kindly check Plan Details. How to Get There? Sett...
Sun, 8 Nov, 2020 at 12:35 AM
View/ Update Your Company Details
To present correct company details such as company name, address, phone number, etc in your proposal or contract document, these details must be updated in ...
Mon, 26 Sep, 2022 at 11:48 AM
Set/ update currency for your account
You can set your currency in your account details page. Remember, this currency will become the default currency in your templates, proposals (which can be ...
Tue, 26 Oct, 2021 at 10:50 AM
Custom Placeholder / Variables
When you want to use your own placeholder/ variables beside default system provided variables in your proposal or template, you can add those here. Note...
Fri, 18 Jun, 2021 at 6:31 AM
Set up Custom Domain
[This feature is available only in WE CAN FLY / Professional plan as an optional add-on] For starters, here is a quick guide about most commonly used ...
Thu, 8 Sep, 2022 at 4:25 PM
Custom Branding Feature - Email From Your Domain
[This feature is available in WE CAN FLY/ Professional plan as Optional Add-on ] For starters, here is a quick guide about most commonly used types of...
Wed, 27 Jul, 2022 at 9:37 AM
Email Templates
You can manage how outbound emails should have subject, body using email template. Note: This feature is available for WE CAN FLY (Team) plan and number...
Wed, 14 Apr, 2021 at 12:11 AM
Company Logo
CUSTOM BRANDING FEATURE You can upload and view company logo in you Fresh Proposals Account. How do I get there? Settings > Branding > Compan...
Sun, 8 Nov, 2020 at 3:43 AM
Edit My Profile Details
The information you enter in your profile page can be referred in proposal, contract, emails and obviously you would your clients to see the real / correct ...
Mon, 26 Sep, 2022 at 11:45 AM
Email Signature
You can add your email signature and it can be used in outbound email in email wizard. How to get there? Settings > Email Signature You ...
Fri, 12 Mar, 2021 at 11:11 AM