Easy PV Pro FAQs
Welcome to our Easy PV Pro frequently asked questions. If you have questions about standard Easy PV, have a look at our standard FAQs.
If you are unsure what feature your question relates to, use the search bar in the top left. You can also contact us at help@easy-pv.co.uk if your question is not answered here.
General
What additional features do I get with Pro?
Easy PV Pro has loads of extra features, these include: Group functionality which will allow...
What happens to all my cloud stored documents if I cancel my Pro Subscription?
As per data retention regulations, we will hold your documents according to our data retention po...
Is there an Easy PV app for the surveys task?
The survey task can be completed from any device with a mobile connection, including mobile phone...
Can I have a custom cover page?
Yes, further information on how to include a custom cover page and the range of other features av...
Can Easy PV Pro be used as a QMS?
No, at the moment Easy PV Pro cannot be used as a QMS. However, we are working towards this funct...
Is there external CRM integration with Pro?
Yes, Easy PV Pro gives you access to our API key which can be used to integrate with popular CRM ...
Payment
What are the associated costs?
Easy PV Pro costs £35 (plus VAT) per user, per month. If you are looking to have many users, it m...
Can I get a free trial of Pro?
If you are interested in a free trial please get in touch at help@easy-pv.co.uk. Please do also b...
Can I get a refund if I don’t like Pro?
As per our terms and conditions, we cannot offer a refund if you cancel your subscription.
How do I cancel my Pro subscription?
If you wish to cancel your subscription, you may do so at any point from the Pro Account Settings...
Setting up
Sharing projects and components
Can I share projects with other people in my team?
Yes! In order to share a project you've created with your team, firstly navigate to the Projects ...
Can I get my project to share with my group by default?
Yes, you can set this up in My Account > Preferences by toggling on the sharing permissions you w...
Emails and e-signing
Can I edit the required documents and have them be e-signed?
No, you cannot change the required documents in the document manager or have custom documents e-s...
Can I change the email templates or add new ones?
The current email templates can only be edited on a case by case basis and new templates cannot b...
Can I send emails from my email address rather than an Easy PV address?
By default emails sent from Easy PV will send from a “no reply” email address, with your own emai...