Setting Up Email Signature and Proposal Information

Personalize your email, contracts, and proposals by saving your contact information and email signature within the software!

1. Click your username in the upper right corner 
   
   
   
   
2. Click My Account
   
   
   
   
3. Click the Settings tab
   
   
   
   
4. Click Proposal & Contract Top Message
   
   
5. Input what contact info you would like on your Contract header
   • The formatting within this text box will be exactly how it shows on contracts
     
     
   
   
   
6. Click Email Signature
7. Input your HTML signature, verifying it will be accepted using the hyperlink on the page
8. Click Save