Proposify login is at app.proposify.com, not the marketing homepage. First login drops you into a short onboarding wizard covering branding, timezone, and currency. After that you’re in the dashboard with a working template ready to customize. The whole setup takes under 30 minutes if you know what to fill in.
Step 1: Reach the Proposify Login Screen
Open your browser and go to app.proposify.com. That is the direct URL for the Proposify login page — not the marketing site, which won’t show you a login form.
You’ll see two fields: email and password. Enter the email address you used when signing up, then your password. Click Log In.
If you signed up through Google, click Continue with Google instead of typing a password. Proposify uses Google OAuth, so it pulls your credentials from your Google account automatically.
Forgot your password? Click the Forgot Password link below the form. Proposify sends a reset email within a couple of minutes. Click the link in that email, create a new password (at least 8 characters, mix of letters and numbers), and then complete your Proposify login normally. If the reset email doesn’t appear within five minutes, check your spam folder — transactional emails from Proposify occasionally land there with new accounts.
Save your credentials in a password manager like 1Password or Bitwarden. Proposify holds your client proposals, signed contracts, and payment history — losing access is a real problem.
Step 2: First-Login Onboarding Checklist
The first time you complete the Proposify login, you land on a short onboarding wizard instead of the main dashboard. It takes about four minutes. Here’s exactly what it asks for and what to enter:
1. Business name Enter the legal name or trade name you use on client invoices. This populates the header of every proposal automatically. If you operate as a sole proprietor, your own name is fine: “Maria Reyes Creative” works as well as “Reyes Creative LLC.”
2. Logo upload Upload a PNG or SVG file, ideally at least 400px wide on its longest side. Proposify places this logo in the upper-left corner of every proposal. If you don’t have a polished logo yet, use a plain-text version in a simple font and swap it out later — you can update branding any time from Settings → Branding.
3. Contact details Enter your business email address, phone number, and physical address. These appear in the footer of proposals. Clients expect to see a real address, even if it’s a P.O. box — it signals legitimacy on a $3,000 or $10,000 proposal.
4. Timezone Set this to your local timezone. Proposify timestamps proposal views and signatures based on this setting. If a client signs at 11:58 PM and you’re in PST but the account is set to EST, the timestamp looks wrong in your records.
5. Currency Choose your billing currency. If you invoice in USD, select USD. If you work with international clients and bill in EUR or CAD sometimes, you can override currency per proposal — but the default saves time on most projects.
Once the wizard finishes, you land on the main dashboard. From here everything else opens up.
Step 3: Four Settings to Change Before You Send Anything
Don’t skip this part. These defaults affect every proposal you ever send.
Go to Settings → Account → Proposal Settings.
- Default expiration: Proposify sets proposals to expire after 30 days by default. For most freelance work, 14 days is more effective — it creates a real deadline without feeling rushed. Change this to 14.
- Default payment terms: Set this to match how you actually invoice. If you require 50% upfront, note that in the default payment terms field so it appears on every proposal automatically.
- Signature requirement: Make sure “Require client signature before sending” is toggled off unless you want to pre-sign every proposal yourself before it goes out. Most freelancers leave this off.
- Email template: Go to Settings → Email Templates and edit the default proposal email. The stock message reads like a form letter. Replace it with something brief and personal, like:
“Hi [Client First Name], here’s the proposal we discussed — everything we talked about is in there. Let me know if you have questions before signing. Looking forward to working together.”
Personalizing this email takes three minutes and increases open rates noticeably. Proposify’s own data shows proposals with customized cover emails get signed 26% faster than those with generic subject lines.
Step 4: Creating Your First Proposal
From the dashboard, click Create Proposal in the upper-right corner.
Proposify shows you a library of templates. The templates are organized by category: Professional Services, Marketing, Design, Web Development, and more. Pick the one closest to your work — you’ll customize everything anyway, so don’t overthink the choice.
After selecting a template, the editor opens. Your logo and company name are already populated from the onboarding setup. Here’s the specific order that makes first-proposal editing fastest:
- Replace the client name in the cover section first — it appears in multiple places, and some templates use a variable so changing it once updates everywhere.
- Edit the project scope section. Be specific: “Website redesign for ABC Bakery including 5 pages, mobile-responsive layout, and one round of revisions” beats “Website services” every time — proposals with detailed scope descriptions close at higher rates.
- Update pricing. Click any pricing row to edit the line item, quantity, and rate. If you charge $75/hour for 20 hours, enter it as a line item so the client sees the math. Proposals that break out pricing close faster than lump-sum proposals for projects over $1,500.
- Edit the timeline section with real dates — not placeholders. If today is June 1 and you can start June 15, say so. Clients notice when dates are vague.
- Review the terms section. Proposify includes generic legal language. Add your actual payment terms: deposit amount, late fee policy (10% after 30 days is common), and revision limit.
Your first proposal takes about 10 minutes to complete. Once your branding and defaults are saved, follow-up proposals take 3–5 minutes — you’re only replacing the client name, scope, and pricing.
Step 5: Sending and Tracking
Click Preview before sending. Look at it the way a client would — check that the logo is crisp, the pricing is correct, and there are no placeholder brackets like [Client Name] still sitting in the text.
When it looks right, click Send. Enter your client’s email address. Proposify sends them a link to view the proposal in a browser — no PDF download required, which means they can sign it on their phone in under a minute.
From your dashboard, you can see:
- Opened — when the client first viewed it and how many times total
- Time spent — how long they spent reading (useful: if they spent 45 seconds on pricing and nothing else, that’s a signal)
- Signed — timestamp and IP address when they accept
- Declined — if they reject it, Proposify logs that too
If a client hasn’t opened your proposal after 48 hours, follow up by phone or text — not another email. The Proposify login dashboard shows you exactly who needs a nudge and who has already read it twice.
Common Login Problems and Fixes
“Invalid credentials” error: Double-check you’re using the email from your original signup, not a second address. If you have multiple Google accounts, make sure Chrome is logged into the right one before clicking Continue with Google.
Blank screen after login: Clear your browser cache (Ctrl+Shift+Delete on Windows, Cmd+Shift+Delete on Mac) and try again. Proposify occasionally has caching issues after updates.
Two-factor authentication prompt: If your account has 2FA enabled, Proposify sends a six-digit code to your email. Enter it within five minutes — the codes expire quickly.
Account locked after failed attempts: After five wrong password attempts, Proposify temporarily locks the account. Wait 15 minutes and try the password reset flow.
Getting the Proposify login process down cold means you can move faster when a prospect says yes. The goal is to send a polished proposal within the hour — before they get distracted, talk to another freelancer, or talk themselves out of spending the money.
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