Free account migration makes switching easy
Our team takes the tedious work off your plate, so you can have a strong start.
No credit card required
How does free account migration work?
Upload your existing materials
Think pricing/service lists, contracts, and questionnaires — either from your current platform or wherever else they live.
We’ll convert them into templates
Once you submit your files, our team will carefully build them into your account ready-to-use templates.
We’ll notify you when they’re done
Expect an email in 72hrs or less. In the meantime, you’re free to focus and grow your business.
No credit card required