Frequently Asked Questions

Answers to common questions we get asked

Nick Gaston avatar Allan Duquette avatar Kyle Racki avatar
14 articles in this collection
Written by Nick Gaston, Allan Duquette, and Kyle Racki

Security

Concerns around the security of Proposify
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Do you allow my clients to enter forms like text fields check-boxes

This article offers a workaround solution so you can add forms to your proposals using third-party form builders
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Written by Allan Duquette
Updated over a week ago

How do I create a tiered plan pricing?

In Proposify there isn't a specific tiered pricing table or fee, but there is a "hack" to make it work.
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Written by Nick Gaston
Updated over a week ago

How do I spell check?

Spell checking
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Written by Nick Gaston
Updated over a week ago

Can I make a table of contents?

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Written by Nick Gaston
Updated over a week ago

Is there a phone number I can call for support?

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Written by Kyle Racki
Updated over a week ago

How do I print my proposal?

Print a PDF version
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Written by Nick Gaston
Updated over a week ago

Can I export my data?

Downloading as a PDF
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Written by Nick Gaston
Updated over a week ago

Can clients view archived proposals?

Archived proposals can not be viewed by clients
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Written by Nick Gaston
Updated over a week ago

How do I customize the date and price formatting?

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Written by Nick Gaston
Updated over a week ago

How do I make headers and footers?

Use repeaters to make headers and footers for your proposal
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Written by Nick Gaston
Updated over a week ago

Can I import my own proposal from another program?

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Written by Nick Gaston
Updated over a week ago

Can I upload my own fonts?

If you want to use Typekit or upload your own font files for use in Proposify
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Written by Nick Gaston
Updated over a week ago

How do I white-label Proposify?

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Written by Nick Gaston
Updated over a week ago