The more personalised your proposals are, the better they convert. One great and easy way to do this is to include a good personal profile. There are just 4 quick steps to this:
Go to 'Profile' from the left hand panel in your account.
Click 'Edit Profile' and then add your first name, last name and job title.
You can also add a Profile picture to your account. A square or circular image works best. This will be shown at the bottom of every proposal you send.
You also have a few settings to decide on:
Show my Email: If this is turned on, you will show your own email address in your proposals. If this is turned off, you will show the generic, account level email address instead. Important note: If you change your mail adress in this section, you will need to use this new mailadress also for logging in into your account.
Show my Phone Number: You can decide if you do or do not want to show your phone number.
Email Notifications: We recommend this to switched on. It will allow you to receive notifications about your proposals. To see a full list of the notifications you will receive, click here.
Language: The platform is available in English, Swedish, German and Spanish. If you want to change it, just click on the language you prefer to use in the application.
Appearance: You can also choose if you want to see the platform in Light or Dark mode. If nothing is chosen here, we will follow your systems default.
Once you have followed these steps, you will end up with something like this at the bottom of every proposal:
