Choose who can access your workspace, protect your proposal links and manage your account data.
Explore the controlsAdd a password or expiry date to a shared proposal. Review these settings before sending a link with sensitive commercial information.
Use workspace roles and permissions to control access to team content and actions.
Set up an authenticator app in Account settings and save recovery codes for use when your authenticator is unavailable.
Review recorded active sessions and sign out a device you no longer use. You can also sign out other devices from your account.
Download a JSON export from Account settings after confirming your identity. Connected credentials and security secrets are excluded.
Check workspace ownership and billing before deleting your account. Cleanup progress is saved so an unfinished deletion can be retried.
A proposal link is designed to be opened by your client. A password adds an access gate; it does not verify the identity of every reader or prevent someone with access from copying what they can see.
Electronic signatures capture the supplied signer details, consent and signature. Assess the signing and identity requirements for your own agreement.
Your account export covers personal workspace data. Account deletion requires you to resolve owned team workspaces and cancels linked active subscriptions before cleanup continues. Shared team and public resources are preserved. A minimal deletion receipt is retained for support, and payment providers retain their own billing records. Some connected-provider grants must also be removed in the provider’s own settings, as explained in the deletion review.
Read the privacy policyContact us about your requirements or a suspected issue. We can discuss the controls relevant to your workflow and the information available for your review.
