Settings

Set up Better Proposals and customise it for your business

19 articles in this collection
Written by Adam Hempenstall, Sabrina Barron, and Rob Lucas

Products

Setting up your products and pricing advice

Setting up Products saves you time when building quotes

Written by Sabrina Barron
Updated over a week ago

Users

Invite a new user

Use Better Proposals across your entire team

Written by Sabrina Barron
Updated over a week ago

Editing and deleting users

Manage your team in Better Proposals

Written by Sabrina Barron
Updated over a week ago

Managing Teams

How to add teams, managers and permissions

Written by Sabrina Barron
Updated over a week ago

User Permissions

Giving access to certain parts of Better Proposals to certain users

Written by Adam Hempenstall
Updated over a week ago

Notifications

Notifications from Better Proposals

What notifications do you want to receive?

Written by Sabrina Barron
Updated over a week ago

My Profile

Setting up your own Color Palette

Add your own brand colors to quickly select them in the proposal editor.

Written by Rob Lucas
Updated over a week ago

Changing my password

Written by Sabrina Barron
Updated over a week ago

Setting up my email signature

How to set up your email signature to appear at the bottom of your document emails

Written by Sabrina Barron
Updated over a week ago

Account and Billing

Do you have an affiliate or referral programme?

Recommend Better Proposals and get rewarded

Written by Adam Hempenstall
Updated over a week ago

Finding account invoices

Viewing billing invoices

Written by Rob Lucas
Updated over a week ago

Sending limit: Explained

Written by Sabrina Barron
Updated over a week ago

Upgrading and downgrading

Written by Sabrina Barron
Updated over a week ago

Do you offer refunds?

Written by Sabrina Barron
Updated over a week ago

Cancelling your account/subscription

How to unsubscribe from Better proposals

Written by Sabrina Barron
Updated over a week ago

What payment methods do you accept?

We accept Card and Direct Debit/ACH payments

Written by Sabrina Barron
Updated over a week ago

VAT Charges (UK and EU Taxes)

Written by Sabrina Barron
Updated over a week ago

Privacy

GDPR

Better Proposals is GDPR Compliant

Written by Adam Hempenstall
Updated over a week ago

Sub-processors engaged by Better Proposals

For GDPR purposes, an overview of the sub-processors engaged by Better Proposals

Written by Sabrina Barron
Updated over a week ago