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.
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We’ll convert them into templates

Once you submit your files, our team will carefully build them into your account ready-to-use templates.
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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.
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