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
When you are going to use your company information as a part of proposal with the help of placeholder/ variable, your company page needs to have correct det...
Sun, 8 Nov, 2020 at 3:43 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 PRO account] For starters, here is a quick guide about most commonly used types of DNS records A : A stands fo...
Thu, 15 Oct, 2020 at 10:50 AM
Custom Branding Feature - Email From Your Domain
[This feature is available only in FLY / TEAM account] For starters, here is a quick guide about most commonly used types of DNS records A : A st...
Fri, 24 Sep, 2021 at 10:45 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
Though in normal circumstances, finding your profile information is no brainer. But if you are going to use this information as a part of proposal, your pro...
Tue, 13 Apr, 2021 at 11:56 PM
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