Frequently Asked Questions
General questions
How do the proposal limits work?
'Live proposals' are counted each calendar month, based on how many proposals you have set to 'Online'.
Is there a limit on how many draft proposals I can create?
No, there are no restrictions on the number of draft proposals & templates you create. However, please note that some of our plans have limitations on how many proposals can be switched online at one time.
Proposal templates
What kind of templates are available?
We have a range of 20+ premium templates for various document types such as sales proposals, rental appraisals, listing brochures & more.
Is there an extra cost to access proply's premium template collection?
No, our templates are completely free for all users regardless of plan.
Can I request a custom template for my agency?
Custom templates are available free of charge for users with Premium Support included in their plan. All users are also welcome to request new public templates; these will be prioritised based on demand.
Saving proposals
How do I save my proposals?
Your proposals are automatically saved while you're connected to the server. You can ensure their safety by keeping an eye on the cloud icon located in the top menu bar.
Can I create proposal templates for reuse?
Absolutely, you have the option to save individual sections or entire proposals as templates for future reuse.
Sending proposals
How do I send my proposal to a prospect or client?
Once you're ready to send your proposals into the world, simply click the 'share' button, switch the toggle to make your proposal live, and then copy the generated proposal link. This link can be shared directly with prospects.
Does proply have an email sender to assist with sending proposals?
No. Once you publish a proposal, you will need to manually send the unique proposal link to your prospect via email or other platform of your choice.
What will the live proposal URL look like?
The default URL format for your proposals will be: team-name.proplyapp.com/proposal/XXX
Does proply support custom domains?
Yes, custom domains are available for users on higher tiered plans. Please take the following steps to get this set up:
1. Create a CNAME record pointing your custom domain to cd-production.proplyapp.com
2. Share the URL of your custom domain with us once done eg proposal.yourdomain.com
What happens once my custom domain is activated?
Once we confirm your custom domain is setup, your chosen domain will be reflected in Share links of all proposals (eg your.customdomain.com/proposal/XXX).
Your proposals will also continue to function via the default links on team-name.pxmo.com.
Note that your root domain (your.customdomain.com) is not intended to be shared externally, and will simply redirect to the pxmo login screen.
What sort of analytics data will I be able to view after I send my proposals?
Currently, native proply analytics are limited to view count on each document but we're in the process of enhancing this to include more in-depth stats including time spent on page and viewing behaviour such as heatmaps. In the meantime, you can use integrations like Google Analytics and Hotjar to obtain these insights.
Which payment platform is supported on proply?
proply seamlessly integrates with Stripe, allowing you to collect card details & payments upon proposal acceptance.
Can customers specify their own payment amount on acceptance?
No, each proposal in proply must have a predetermined payment value.
Exporting proposals
What formats do PDF exports support?
proply supports both A4 (8.3 x 11.7 in.) & Letter (8.5 x 11 in.) formats for PDF exports.
Can I export my proposals to HTML?
No, HTML exports are not currently supported.
Account settings
Where can I view the details of my subscription?
If you are the account owner or have admin rights, you can view your subscription details by navigating to the 'Team' tab and then clicking on 'Subscriptions'.
How do I switch between teams within my account?
Click on your profile picture (bottom left), choose 'Account Settings', then 'Teams' to see the list of teams you have access to and switch between them.
Subscription plans & features
How many teams can I create per plan?
You can create multiple teams within a single account. However, it's important to note that each team requires its own subscription plan.
What does 'whitelabel proposals' mean?
Whitelabel simply means removing the 'Powered by proply' watermark that appears at the bottom of proposals.
Where can I find more information about your plan pricing and inclusions?
You can find full details of our plans and pricing on our pricing page.
Integrations & API
What integrations are available?
Using the Zapier integration there are 5,000+ apps you can integrate your proposals with. We also have a range of official 3rd party integrations including Google Ads, Google Analytics, Meta, Hubspot, Hotjar & more.
How do I request a new integration?
Feel free to request a new integration by contacting the proply support team through the in-app Chatbox located in the bottom-right corner of the platform, by emailing support@proplyapp.com, or by calling +61 403 739 979.
How do I access the API?
You can view our official API docs here - which also covers webhooks. Please note that API access is only available to users on our Agency or Enterprise tiers.
If you are developing an application or third-party service, we require your App Name and Redirect URL to provide you with the necessary API key.
Please contact us on support@proplyapp.com.au to request access. Note that verification of your primary proply email will be required for security purposes.
Billing preferences
Where can I update my credit card details?
Navigate to the 'Team' tab, select 'Subscriptions', and then click on 'Update Payment Info' to make changes to your credit card details.
I have more questions on billing, do you have any more information?
Product roadmap
Do you have a public roadmap?
While we don't currently have a public roadmap, we can share that the next items being prioritised for development include:
- Enhanced text formatting capabilities
- Offline editing mode
- Enhanced support for real-time collaboration
How can I request new features for the roadmap?
To suggest new features for our roadmap, simply contact the proply support team through the in-app Chatbox located in the bottom-right corner of the platform, or by by emailing support@proplyapp.com.au. Features will be prioritised according to user requests.
Platform demos
How can I arrange a platform demo?
Security & data privacy
How can I close or delete my account?
Sorry to see you go! Please complete this cancellation form and we will get this organised for you ASAP.
Is the content of my proply account stored in a secure server?
Yes, your content and account data within proply is entirely hosted inside Amazon Web Service (AWS) located in Australia & the US, ensuring a secure and reliable storage solution.