Hey all, I am not sure how to implement this into my website.
I basically want to use my current domain as a “white label” solution to have clients view proposals.
Here are the instructions:
Getting your custom domain set up
Without a custom domain set up, your recipients are directed to https://betterproposals.io/proposal/
If you’re going for the 100% branded look (which you should), then you’ll want to change that to your own domain. Here are the instructions:
In order to do any of this, you will need FTP or SFTP access to your site and ability to upload PHP files.
If your domain has its own SSL you will need to enter https rather than http at the beginning.
Create a new folder in the public folder of your domain. You can call this something like ‘proposal’.
If you are using Wordpress, make sure this new folder is created at the same level as wp-content, not inside it.
Click here to download the files you need, unzip them and upload the individual files, untouched and unedited into the new folder. Make sure the files are uploaded directly into that folder, not inside any other folder like ‘CustomDomainFiles’.
Replace “mydomain.com” with your URL in the box on the right, along with the folder name. Say your website is http://abccompany.com and your new folder is called ‘proposal’, enter http://abccompany.com/proposal into the textbox.
You can also use a subdomain if you like, it works in exactly the same way.
This will display a red box. Click the ‘Test My URL’ button to make sure you’ve set everything up correctly. This should open a success page on your domain.
Note: Loading the direct URL (http://abccompany.com/proposal/) will display a blank page. If you saw the success page on testing then it’s working. When you create a proposal, you’ll see it load on your URL when you click the Preview link.
When the test is successful, click ‘Confirm and Activate’ and you’re all good to go.
If you don’t have a PHP server or use a host such as Squarespace or Wix, follow these instructions
Would you guys be able to help me?