In Cone proposals software, personalizing your profile to accurately represent your professional identity is simple and straightforward. This guide walks you through managing your profile settings, including personal details, contact information, timezone, designation, and digital signature
Accessing Profile Settings
Navigate to Your Profile: Click on the avatar at the bottom left and open Settings . Profile information is found in My Profile under Personal tab on the left
Editing Personal and Professional Information
Here are the details you can update directly from your profile settings:
First Name and Last Name: Essential for formal identification and communications.
Display Name: This name appears on the proposals and communications. Choose a name that makes it easy for clients to recognize you
Phone: Updating your phone number ensures you can be contacted directly by clients or team members as needed
Timezone: Crucial for notifications and ensuring timely communications. Select the timezone that corresponds to your location
Designation: Reflect your current role or position. This can be vital for establishing credibility in your proposals
Managing Your Signature
A digital signature adds a personal and professional touch to your proposals, making them stand out. Here's how to manage it:
Adding or updating your signature
Locate the Signature Section: Within your profile settings, scroll to the
SignatureoptionUpload Signature: You can upload an image of your signature or type it based on the provided options. If you are uploading image, ensure the image is clear and on a plain background for best results
Configuring Signature Settings
Including Signature by Default: You’ll find a checkbox labeled "Include signature in all proposals". Check this box if you want your digital signature automatically added to all your proposals. You can uncheck this when you are creating a proposal. Leave it unchecked if you prefer to add it manually to proposals
Important Note on Email Changes
It's important to note that for security and verification reasons, email addresses cannot be directly changed within the profile settings. If you need to update your email address, please contact the account owner or administrator. They have the necessary permissions to assist with such changes
By personalizing your profile settings and managing your digital signature, you ensure that your professional identity is accurately represented in every proposal. This not only enhances communication clarity but also contributes to a cohesive brand representation across all client interactions