How to Sign Up and Log In on Proposaly: A Step-By-Step Guide

Introduction

Signing up and logging into Proposaly is a straightforward process, but there are a few specific details to note. This guide covers how to create an account (by invitation only), log in with automatic Two-Factor Authentication (2FA), and reset your password when needed.

Creating an Account (Invitation-Only)

Currently, signing up on Proposaly is only possible via an official invitation from the company. If you have received an invitation, follow these steps:

Step 1: Check Your Email for an Invitation

• Look for an email from Proposaly with a subject line like "You're Invited to Join Proposaly”.
• Open the email and click on the provided registration link.

Step 2: Complete the Signup Form

• Fill in the required fields:
  • Full name
  • Email address (must match the invited email)
  • Create a password (follow security best practices)
• Agree to the Terms of Service and Privacy Policy.

Step 3: Confirm Your Email

• You may need to verify your email by clicking on a confirmation link sent to your inbox.

Step 4: First-Time Login with Automatic 2FA

• Since Two-Factor Authentication (2FA) is automatically enabled, you will need to enter a verification code sent to your email or registered device upon your first login.

Step 5: Start Using Your Account

• Once verified, you can access your account and explore its features.

Logging In

Since 2FA is automatically enabled, logging in requires both your credentials and a verification code.

Step 1: Navigate to the Login Page

• Click Log In on the homepage.

Step 2: Enter Your Credentials

• Input your registered email and password.

Step 3: Complete 2FA Verification

• Since 2FA is mandatory, you will receive a verification code via your registered authentication method.
• Enter the code in the login prompt.

Step 4: Access Your Account

• Click Login, and you’ll be redirected to your dashboard.

Password Resets

If you forget your password, you can reset it from the login dialog or via profile settings.

Option 1: Reset from the Login Page

1. Click Forgot Password? on the login screen.
2. Enter your registered email address.
3. Check your email for a password reset link and click on it.
4. Enter a new password and confirm the change.
5. Log in using your new password.

Option 2: Reset from Profile Settings

1. Log in to your account.
2. Click on the top right icon (which contains the two initial letters of your name).
3. Select Manage Your Account.
4. Choose the Change Password option.
5. Enter your current password, then type and confirm your new password.
6. Save the changes.

Additional Resources

• Setting Up Your Company Profile in Proposaly
• How to Customize Currency and Measurement Settings in a Proposal
• Master Templates vs. Regular Templates in Proposaly

Conclusion

Since signup is by invitation only, you must wait for an official Proposaly.io invite. Once registered, logging in is secure with automatic 2FA. If you need to reset your password, you can do so from the login dialog or through profile settings.