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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