1 year ago Features

Creating the perfect profile in Proply

by Proply

Having an up to date and complete profile in Proply is the first step to impressing your clients and winning more listings. The good news is that it’s super easy to set up, so let’s get you started.

Step 1: Overview

In the Profile section, the Overview tab is where you will enter your name, email address and contact phone number. It’s also where you upload your profile picture. In most cases, this is your personal headshot. For best results, this photo should be 920px x 920px (a 1:1 ratio) and be less than 1MB in size.

Step 2: Agency Settings

This is where you’ll enter your agency name and upload the agency logo. For best results, this logo should be 240px x 120px (a 2:1 ratio) and be less than 1MB in size. When uploading your logo, you’ll notice the crop box – simply drag this to the most appropriate perspective to capture your logo.

Step 3: Assistants

To add an assistant on your account (remember, assistants are always free) simply go to the Assistants tab and click the blue “Invite more assistants” button. You’ll be prompted to enter their email address, after which they’ll receive an email invite to accept and sign on. (If they don’t receive the email, ask them to check the Junk/Spam folder).

Once accepted, the assistant will appear in the Assistants tab in Proply. They can now collaborate on proposals with you. Simple!

This is all you need to get started with your Proply profile. Now you can go forth and create stunning proposals your clients will accept.

Remember our knowledge base is available 24/7.

Beautiful Proposals for Sales Agents and Property Managers

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Beautiful proposals done properly.